January 17, 2020

Understanding the Sweeping Changes to Retirement Planning

On December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) which became effective on January 1, 2020. Most retirement savers will be affected by the SECURE Act, which provides comprehensive changes to our retirement system. Some of these changes include: An increase in... More
November 27, 2019

Year End Matters to Safeguard Your Business

Once again, Thanksgiving is here and we are approaching the holiday season.  Before your social calendar kicks into high gear, we recommend that you schedule time to conduct an annual review to make sure your business is ready to roll into 2020.  The review should address the following topics: Contracts – Are any of your... More
November 20, 2019 | Announcements, Latest News

Year End Estate and Gift Tax Planning Considerations and Opportunities 2019

Estate Planning As the New Year approaches, there are a number of planning techniques that individuals should consider implementing before December 31, and after the first of the year, to take advantage of estate and gift tax savings opportunities. Gifts to Individuals Individuals may limit the growth of their taxable estates by making annual lifetime gifts.... More
November 20, 2019

Boston Bar Association: Common Misconceptions Surrounding Medicaid Planning

Partner Jessica Demmerly spoke at the Boston Bar Association on November 19th on the topic of Common Misconceptions Surrounding Medicaid Planning. If you would like to learn more about the discussion, please click here for more information. More
Disclaimer: Material presented on the Pabian & Russell, LLC website is intended for information purposes only. It is not intended as professional advice and should not be construed as such.