Restaurant and Bar Compliance Questions Arise as Vaccine Mandates Announced in Minneapolis, St. Paul

Minneapolis and St. Paul announced Wednesday the implementation of requirements that customers show proof of vaccination or a negative COVID-19 test in order to enter dine-in bars, restaurants, and other places of public accommodation where food and drinks are served. The policies go into effect on January 19, 2022. Minneapolis Regulation 2022-4 and St. Paul […]

Can a charitable remainder trust achieve similar results as the formerly available “stretch” IRA?

The “stretch” IRA generally no longer exists. But if you have a substantial balance in a traditional IRA, a properly designed charitable remainder trust (CRT) can allow you to replicate many of its benefits. SECURE Act’s effects on stretch IRAs For years, a stretch IRA was an effective tool that allowed your children or other […]

Have you named contingent beneficiaries?

Although your will or revocable trust governs the distribution of many or most of your assets, certain assets — such as retirement plans, insurance policies, and bank or brokerage accounts — require you to name a beneficiary (or beneficiaries). This can be an advantage, because when you die, the funds can pass directly to your […]