Backhanded Blessings: Pandemic Helping Families to Plan for Succession
I like a good aphorism – a clever phrase or limerick that teaches me wisdom, nearly eternal, without needing to read all those...
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Who Knows Where the Road Will Lead Us: Pre-Election Tax Anxiety and Estate Planning
Our topic today is estate planning and tax issues in the pre-election environment. One candidate wants to raise ‘em, another hopes...
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Burden Not Thine Heirs: Life Insurance Strategies to Mitigate Inherited IRA Tax Issues
Insurance people know a thing or two. For one thing, our client dealings reveal that people want to be remembered fondly, even when...
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Walking in Their Footsteps: When Launching a Business, Learn from Experience
A lady friend once described me as gothic – it was the ‘80s, after all – but from my side of the skull, it’s all early...
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Round up the Usual Suspects: Sen. Wyden Wants to Fix the Capital Gains Tax
There they go again: picking on poor billionaires and wannabe millionaires. In September, Senator Ron Wyden, D-Ore. and ranking...
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Say It, Joe, or Say It Ain’t So: Biden Camp Backs Tax Hike
When my older brother speaks, it’s a good time to open your ears. If Paul says the golden words, “OK, look – here’s how it was,”...
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Sacramento, We Have a Problem: Democrat’s Wealth Bill Aims to Tackle Tax Flight
We examined the wealth tax proposal floated by California Democrats, and our first impression was, what’s all the buzz? One...
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Don’t ‘Die Without a Will’: Life Insurance for Your Partnership
I was talking to my business partner the other day, and I didn’t like the sound of that cough. All this wheezing and hacking – what...
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Do Resuscitate: Stretch IRA Strategy Still Works for Some Clients
It’s best to keep up with the trend – that’s what the people say. Well, not quite everyone agrees. Sometimes, wise old birds...
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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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