Estate-Planning Strategies to Fill the Void Left by Stretch IRA’s Extinction
Despite the widespread rumors, I am not a dinosaur. My colleague Rebecca, her very name recalling literature’s most troublesome...
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An Inferno’s Opportunities: Pandemic Creates Good Environment for Roth IRA Conversions
Hard times bring great opportunities. There, I’ve said it for you – that hoary old chestnut you’re too wise to speak. The principle...
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Insurance Loan Rescue: A Life Preserver for a Borrower in Over Their Head
There are several types life insurance, but whole life insurance offers policy owners the boon of cash value accumulation as well...
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Lessons, Sinking In: Long-Term Healthcare in a Post-Pandemic World
If you think the independent woman is a modern creation, sprung somehow from the pages of women’s magazines in the 1970s –...
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Failure to Communicate: Why Agents and Clients Don’t Understand Each Other
We have another interesting survey to consider today, though, unfortunately, one that takes the oft-heard tone of ‘you’re doing it...
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California’s Dreaming: Wealth Tax Proposal Joins Tax-the-Rich Parade
The last time we spoke, we talked about California Democrats’ plans to kick the state’s top-tier tax rate up to an all-American...
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Don’t Bide Your Time: Get Ready for Possible Tax Increases
I’m not a particularly partisan fellow and I’ll vote for either party in elections, deciding on issues, character and dependability...
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Choose Wisely: Picking the Right Trustee
My father’s big thing was fruit. My older brother, irreverently analytical and with little regard for old-school propriety...
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Succeed Where Even Churchill Failed: Creating a Sound Succession Plan
The UK’s renowned prime minister, Winston S. Churchill, is hailed on our shores as a champion of freedom and statesmanship. Over...
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No Guillotine Talk Just Yet: CA, NY Propose Tax Hikes for Millionaires
I was watching a video last weekend, which followed the band PJ Harvey on tour in England. Once a hot meteor flying through space...
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I Couldn’t Sleep at All Last Night: Client Fears and How to Soothe Them
In the roaring wake of the Russian financial crisis of 1998, as one of the few foreigners remaining in Moscow, I managed to find a...
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Long Term Care Planning: Taking a New Look at Life Insurance
I had the chance to visit a nearly long-lost cousin last year, a couple of months before happy get-togethers were put on hold. This...
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Old Yankee Wisdom: Estate Planning for Small Businesses
I had the distinct joy of growing up in Concord, Massachusetts, a town immersed in its own venerable past – the Old North Bridge...
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Estate Planning: Do Let This Happen to You
The lockdown has given us a chance to catch up with old friends and relations, and even hermetic business writers have taken the...
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Sympathy for the Wealthy: Strategies to Combat Prospective Tax Increases
A dear friend celebrated his birthday the other day – he’s nearing 50 now, but is still younger than me, somehow. He lives in a...
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Calming Client Fears: The Role of Life Policies in Retirement Planning
I have some advice to share: if you’re afraid of dentists, and feel a twinge in tooth or gum, go to the dentist. Delay born of...
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