Join Rienas & Brown Wealth Management for An Inspiring Presentation Created for Women, Friday, May 15, 2020 at 12 PM, Via Webex Topics include: Estate Planning from Linda Markowitz, Esq. Daily Money Management from Ilene Amiel, Personal Affairs Administrators Inc. Please see call details below and feel free to invite any friends, family members or colleagues you think might be …
Continue Reading...Important Announcements Regarding 2019 and 2020 Income Taxes
We hope that all of you are safe and we in turn are doing what we can to support our clients and each other by working remotely and doing our best to meet your needs under difficult circumstances. We are “meeting” by email and phone, Facetime, Zoom and Skype.as requested. We leave information about the …
Continue Reading...Qualified Charitable IRA Distribution Made Permanent
Good News for those over age 70 ½ who want to use their IRA assets for charity. In December of 2015 the Qualified Charitable IRA Distribution provision was made permanent. What does this mean? For a donor who is over the age of 70 ½ and has the means to part with some or all …
Continue Reading...Estate Planning Primer1: How Property Passes At Death
Estate Planning Primer1: How Property Passes At Death by Kathy N. Rosenthal, Esq. (c) 2013 This is the first in a series of articles which Rosenthal & Markowitz makes available because you will be a better advocate for yourself when you are well-informed. The focus of this introductory article is how property passes at death …
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