Main Office: 716.633.1373 | Lockport: 716.438.2190

Main Office: 716.633.1373 | Lockport: 716.438.2190

Blog

Category: Estate Planning

March 1, 2023

The SECURE Act 2.0 – Important Highlights to Know

The Consolidated Appropriations Act, 2023, which includes the SECURE Act, 2.0 was signed into…

401(k) and 403(b) Plans, Estate Planning, Required Minimum Distribution (RMD), Retirement, Secure Act 2.0, Small Business

December 6, 2022

Charitable Deductions: Use Low Interest Rates to Your Tax Advantage #2

Certain planning techniques involve the use of interest rates to value interests being transferred…

Charitable Contributions, Estate Planning, General Business, Retirement, Small Business, Trusts

September 14, 2022

Do You Want to Protect Your Assets? Then This Webinar Recording on Setting Up Trusts Is for You! #2

If you missed our “standing room only” webinar on setting up trusts as part…

Estate Planning, News, Retirement, Trusts