Blog
Upcoming Events and Presentations
April 8, 2020
Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by
Government Relaxes Retirement Plan Withdrawals, Tax Filing During Virus Pandemic
April 8, 2020
On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic
Who is Entitled to Know When a Trust is Being Changed
April 8, 2020
A person who creates a trust names the beneficiaries who can receive income and assets
In Uncertain Times, a Plan Can Create Certainty
April 8, 2020
After a really challenging year of natural events (tornadoes, fires, hurricanes) and now Coronavirus, it’s
