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Corporate Transparency Act: New Reporting Requirements for Business Entities
On January 1, 2021, the United States Congress enacted the Corporate Transparency Act (the “Act”). The stated goal of this legislation was to “protect interstate and foreign commerce” and to “better enable critical national security, intelligence, and law enforcement efforts to counter money laundering, the financing of terrorism, and other illicit activity.”
read more >The Clements & Wallace Ultimate Gift Guide
As the holiday season is in full swing, we thought we would join in on the latest trend taking the Internet by storm: gift guides.
read more >Caregiver: The Role Few Expect, But Many Will Inhabit
Anyone with children expects to serve as a caregiver for their child until they’re ready to leave the nest. What most people do not expect, however, is that they will someday need to serve as a caregiver for another adult.
read more >Who Needs an Estate Plan?
When you hear the term “estate planning,” your mind might conjure images of the elderly preparing to pass a life’s worth of assets and heirlooms to the next generation, or a wealthy couple setting up trust funds for their children and trying every trick in the book to minimize their tax bill.
read more >Beneficiary Designations: The Other Half of Your Estate Plan
In a recent post, we explored when it might be a good idea to review your estate plan. A large factor controlling where your assets go after your death—and one which is, unfortunately, often overlooked—is whether your assets have a designated beneficiary.
read more >Your New Year’s Resolution: Review Your Estate Plan
Trying to lose those holiday pounds? Resolved to exercise for an hour a day? New diet making you grumpy? We’re already a few weeks into the year, and most of us made aspirational New Year’s Resolutions that, while admirable, will fall completely off our radar by Valentine’s Day.
read more >Required Minimum Distributions From Qualified Plans
As we approach the holiday season, we prepare to enter what is undoubtedly the busiest part of the year for the majority of us. Between coordinating schedules with loved ones, shopping for gifts, and scrambling to get holiday meals together, it can be easy to let other important considerations slip our minds.
read more >Medicare Open Enrollment: What Seniors and Their Families Need to Know
School is in full swing, football fans are sporting their team colors and the holidays will be upon us before we know it. All of this can only mean one thing: it’s time for Medicare Open Enrollment!
read more >10 Common Mistakes Every Guardian Should Avoid—Part 2
This is the second in a short series on common mistakes made by guardians. For the complete list, be sure to check out Part 1.
read more >10 Common Mistakes Every Guardian Should Avoid—Part 1
Serving as guardian is an exceptionally important role. Guardians should be proud that the court saw fit to grant them such responsibility yet humbled with the weight of the duties they are undertaking.
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