What’s the right direction for you in planning for future medical expenses? The odds are... [Read more...]
Treasury Releases New Inflation Adjustment
The new tax law doubled the estate tax exclusion through 2025. This article looks at... [Read more...]
Basis is Important in Estate Planning
When choosing the direction to take in estate planning, it’s important to consider the impact... [Read more...]
Estate Planning: Simple is not Always Better
Clients often want the simplest estate planning solution possible. While keeping it simple is an... [Read more...]
Retirement is Complicated
Many factors go into retirement decisions. This article examines many of those factors, such as... [Read more...]
Age-Related Retirement Milestones
Retirement takes planning. This article includes milestone ages, such as when you must begin taking... [Read more...]
Sager Family Shows Perils of Blended Families
Blended families require special planning. Communication of those plans is key to keep frictions to... [Read more...]
Planning for Retirement Plans and IRAs: Asset Protection
Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA.... [Read more...]
Planning for Retirement Plans and IRAs: Beneficiary Designation
Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA.... [Read more...]
New Tax Law May Affect State Income Tax, Too!
The new tax law has many impacts on state income taxes in 2018. The law... [Read more...]
Donor Advised Funds: IRS Issues New Ruling
A new ruling addresses whether a donor advised fund may satisfy charitable pledges by the... [Read more...]
New Year’s Greetings
Congress passed a new tax law just before leaving for the holidays. The new law... [Read more...]