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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You Say Inflation, I Say Deflation: How Estate Planners Can Handle Them Both
Inflation is always on the agenda for estate planners. The general population might not fear this reaper to the same extent: many...
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Life Insurance and Protecting Your Heirs: Yes, They’re Both Worth It
There’s a famous old advertisement for gentlemen’s clothes out of the 1930s, often reprinted for its bona fide weirdness, that...
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Disability Insurance: Pandemic Spotlights Need for Income Replacement
The coronavirus pandemic has taught many lessons, often only obliquely relevant to the viral crisis itself, but welcome to the...
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No Money, Honey: How Not to Go Broke in Retirement
In a karaoke bar in Siem Reap, Cambodia last year, I met an interesting and most instructive expatriate. Wes, a gregarious...
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The Estate Tax Will Ultimately Change – Which Way Will the Wind Blow?
The Tax Cuts and Jobs Act (TCJA) of 2017 brought great changes to the estate tax regime. The estate tax exclusion was doubled and...
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The Big Reversion: Estate Planning and Tax Considerations before 2026
There’s a song I used to love back in college, written by the great American bandleader and songwriter Louis Jordan. My favorite...
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Retirement Planning: The Joy of Diversification
A curious conversation has popped up occasionally with clients, friends and family. It goes a step beyond those “what do you...
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Insurance Options for Funding Long-Term Healthcare
We’ve written a good deal about the problem of funding long-term healthcare costs. People are living ever longer, with the average...
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More Stimulus Is Coming – Will Tax Cuts Be Part of the Package?
Is the coronavirus pandemic finally starting to abate? The initial signs are promising in some parts of the country and we can only...
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Business Planning: Corporate Tax Implications of a Democratic Win in November
We cannot predict who will win the presidential election in 2020. The likely candidates are identifiable: The Democratic Party will...
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Insurance Protection for Key People is Becoming Critical in Private Equity
Let us consider the men and women of private equity. They’re different from you and me. Whether they read F. Scott Fitzgerald or...
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Funding College: 529 or Life Insurance – Do You Really Need to Choose?
A discussion has been running around our virtual office of late – what’s the best way to fund a child’s university education? The...
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Considerations in Forming a Special Needs Trust
Estate planning is an important part of every family’s financial strategy, but parents with a special needs child have an even...
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