Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
March 20, 2013
As our President would say, “Here is a great teaching moment”. The wealthy have a lot to teach us about estate planning. This article is a great read....
March 19, 2013
In my last tax related posting you read some interesting stories of infamous tax evaders. This article hits much closer to home as it discusses how yo...
March 18, 2013
Elder exploitation is on the rise. The population is getting older and there are people out there looking to take advantage of the elderly often times...
March 17, 2013
If you or a parent are considering re-marriage late in life, this is a must read article. Taking the vow of until death do you part has significant an...
March 17, 2013
This is the first in a series of postings on tax related issues you might find of interest. Are Your Investments Tax-Efficient?.
March 14, 2013
As if worrying about whether or not you owe or will get a refund isn’t enough, you also need to keep an eye on your identity this tax season. There ma...
March 12, 2013
It’s tax season. Whether you do your own taxes, use an accountant or go to one of the myriad places that pop up this time of year in every vacant spac...
March 8, 2013
Who said estate planning was boring? If you enjoy Downton Abbey like I do, you can learn some great lessons about estate and financial planning. Take ...
March 5, 2013
I know that most folks out there think that now that the estate tax exemption is just over 5 million dollars, they don’t need to worry about doing any...