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Inheritance Discussion
Estate Planning

Inheritance Discussion

November 30, 2022
Key Takeaways At what point do you discuss inheritance with your children? For some families,…
Estate and Inheritance Tax
Estate PlanningLife EventsTaxes

Estate and Inheritance Tax

October 28, 2020
Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t…
Discussing Your Estate Finances with Your Children
Estate Planning

Discussing Your Estate Finances with Your Children

July 22, 2020
The journey of a thousand miles begins with a single step. This applies to many…
What You Need to Know About Domiciling in Florida
Estate Planning

What You Need to Know About Domiciling in Florida

August 28, 2019
Winters in our northern climate can be brutal, though these sunny summer days can make…
10 Must-Have Documents
Estate Planning

10 Must-Have Documents

May 1, 2019
Here at the office, we have a picture which appeared in The New Yorker magazine…
Live Better, Prepare for Longevity
Estate Planning

Live Better, Prepare for Longevity

September 12, 2018
Recently, one of our clients sent me an article from Barron’s on how seniors are…
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Estate Planning, Life Events, Taxes

Estate and Inheritance Tax

October 28, 2020
Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t
Tax-Cuts-&-Jobs-Act-2017
Taxes

Tax Cuts & Jobs Act 2017

December 20, 2017
This is a special blog post on the Tax Cuts & Jobs Act 2017.Follow this
The Charitable Double Benefit
Taxes

The Charitable Double Benefit

September 27, 2017
A recent study showed that about one-third of families with at least $1 million in
The 2 Out Of 3 Tax Rule
Taxes

The 2 Out of 3 Tax Rule

August 9, 2017
I have a rule of thumb for you: If the government owes me money, now
Investable Collectables?
Taxes

Last-minute Tax Reminders

December 14, 2016
Every once in a while, I find myself looking over a well-off individual’s tax return
The Charitable Double Benefit
Taxes

The Charitable Double Benefit

October 12, 2016
A recent study showed that about one-third of families with at least $1 million in
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Retirement

Growing, Moving Forward, and Having Purpose in Retirement

April 12, 2023
Key Takeaways Retirement is supposed to be fun and relaxing, but it’s important to feel
Other, Retirement

Retirement: What to Do Now, to Make a Difference Later

January 11, 2023
Key Takeaways Hindsight is 20/20, but we can learn from the experience of others. For
Retirement

Retirement: Do You Have Enough, and Have You Had Enough?

November 16, 2022
Key Takeaways Do you know how much you need to retire? You may assume you
Retirement

Preparing For Retirement Part III

July 6, 2022
Key Takeaways This is Part III of a three-part series on retirement. We’ll review some
Retirement

Preparing for Retirement Part II

June 29, 2022
Key Takeaways This is Part II of a three-part series on retirement. You’ll need a
Retirement

Preparing for Retirement Part I

June 22, 2022
Key Takeaways This blog will take a slightly different format over the next few weeks.
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