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Latest Articles

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Five Things You Should Do Now to Lower Your 2016 Tax Bill

Nov 18, 2016

Midnight on New Year's Eve: confetti falls, champagne corks pop, couples kiss. A year evaporates int...

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Required Minimum Distributions: Perils and Pitfalls

Oct 28, 2016

Remember that old fable about the ant and the grasshopper, in which the grasshopper spent his summer...

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Understanding the Tax Consequences of Inheriting a Roth IRA

Oct 24, 2016

While many people have a Roth IRA as part of their estate plan, comparatively fewer are aware that a...

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Do I Need an Estate Planner? A Financial Planner? Or Both?

Oct 07, 2016

You know you've got to plan for your future: college for the kids, retirement, and security for your...

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What You Need To Know About Medicare Open Enrollment For 2017

Sep 29, 2016

The open enrollment period for 2017 Medicare coverage begins on October 15, 2016, and continues thro...

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How To Vote While In A Nursing Home

Sep 20, 2016

Although voting is the hallmark of a democracy, it isn't easy if you are in a long-term care facilit...

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Estate Planning With Real Estate in Multiple States

Sep 15, 2016

It's not uncommon for people to own real estate in multiple states. A common scenario is an individu...

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Choosing an Executor for Your Estate: What to Consider

Aug 29, 2016

You know you should have a will, and you've finally gotten around to making an appointment with an ...

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Protecting Your Child’s Inheritance From Divorce

Aug 26, 2016

You love your children more than anything, and you've spent your life working hard to provide for th...

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Helping Loved Ones Financially Without Incurring Gift Tax

Jul 28, 2016

When a family member or friend is in financial need, and you have the means to do something about it...

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