A Lesson from World War II

On May 8, 1945 – VE Day, The Wall Street Journal published a letter to the editor from Charles B. De Chesne, of San Antonio, Texas. This letter shows how history repeats itself. Two excerpts stand out: “The frenzy of an all-powerful Executive run amok, the Utopian nightmare of a super-planner, the bloody cavalcade of […]

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The NEW Go-Bag for COVID-19

For years, before the coronavirus pandemic, we advised clients to have important legal and health documents in a file or folder and to tell family members the location of the file so they were available in an emergency. The current pandemic has added a few extra dimensions to what you need to include if a […]

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Congress Waives Required Minimum Distributions

The CARES Act ( the “Act”) waives the required minimum distribution rules for certain defined contribution plans and IRAs for calendar year 2020. This provision provides relief to individuals otherwise required to withdraw funds from such retirement accounts. This also includes individuals who turned 70 1/2 in 2019 but elected to defer their initial distribution […]

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Here’s Something You CAN Do – Give Blood

Here’s a suggestion for everyone who is feeling a little overwhelmed and helpless. This morning I got a call from the New York Blood Center. I am a regular blood donor, and they call me routinely. It’s another way to give back. The blood center caller said that they are in urgent need of blood […]

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