New coronavirus stimulus bill info

The 2020 Coronavirus Response and Relief Act was approved in late 2020, and it provides many similar tax relief offerings as the original Coronavirus Aid, Relief, and Economic Security (CARES) Act from March 2020. Download this fact sheet, designed to help you understand what was included in the bill, the timing for different aspects of the programs and to see how things changed from the earlier CARES Act. Please don't hesitate to contact us to arrange for a meeting if you have any questions about how the 2020 Coronavirus Response and Relief Supplemental Appropriations Act may affect you, your family or your business.

SECURE Act: Possible changes to your retirement planning strategy

The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact us if you have questions about your plans for retirement and the SECURE Act changes.

Read our featured article

Sleek in Seattle in the inagural issue of Prosper US on how Krause & Thorpe Wealth Management Team is changing the way we meet with clients. 

Complimentary Workbook
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Please click the link to download a PDF of the Family Inventory Workbook.

Family Inventory Workbook

The Family Inventory Workbook

Provide Key Information for Your Loved Ones—Just in Case

It’s a subject no one likes to think about. But if something were to happen to you, would your family know where to find important records? Do you know where to find your parents’ documents? It may be an uncomfortable question, but it doesn’t need to be a difficult answer.

Our Family Inventory Workbook is a valuable tool that can help guide you or your loved ones to the financial and health care information needed to ensure your wishes or responsibilities are resolved appropriately. It is designed to help you gather all the information needed in a crisis, including:

  • Personal Files – The legal, health insurance and employment records for you, your spouse and your dependents.
  • Financial Documents – A list of your insurance companies, policy numbers, financial professionals, bank, loan and credit information, safe deposit box and other financial assets.
  • Medical History – The medical ailments you’ve been treated for, drugs you’re allergic to, physician’s information, and your living will.
  • Real Estate Records – A list of your real estate holdings, their addresses and the location of the deeds.
  • Funeral & Will Paperwork – The arrangements for you and your spouse’s passing, as well as your will, lawyer, executor and beneficiary information.
During a crisis—when emotions peak and minds race—it can be hard to think clearly or make rational decisions. Getting organized and completing basic estate planning documents is easier before something unfortunate happens. And it may spare your loved ones from unnecessary stress during a difficult time, in addition to making it easier for you to transition responsibilities, should you become ready for help managing your affairs.

Download your complimentary Family Inventory Workbook today and contact us to discuss how we can help you and the people you care about prepare for the future financially.