Prosper and Live Long – With the Health to Enjoy It
Let us hear a tale of two doctors, good and ill. The lessons it teaches points to longevity – the happy variety – and how to...
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Farewell to a Friend? Congress Takes Aim at ‘Back-Door’ Roth IRAs
Congress is preparing to severely curtail the use of Roth IRA accounts, and I’m not entirely sure why. The Roth IRA has long been a...
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Mean Ways and Means – Last-Minute Taxation Changes Upend Estate Planners and Clients
Taxes are like dentistry. I don’t hear any dissent. The news from the checkup sometimes isn’t so grand: you need a filling, even a...
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Locking the Back Door – Democrats Readying Changes to Retirement Account Rules for the Wealthy
A few weeks back, we were sipping our sparkling wine with the estate planning crew, celebrating a minor victory. Congressional...
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Wake Up to a Shakeup – Private Equity Investors Are Revamping the Insurance Industry
The life insurance industry looks to be evolving for the better, but not everyone is happy about it. For eight years, private...
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Sharing the Billionaire’s Dilemma – How Much Should We Leave to Heirs?
Rumor has it that wealthy Americans are responding to President Biden’s inheritance tax proposals by deciding to simply leave less...
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Selling Your Business? Don’t Sell Yourself Short – Enter the Arcane World of Add-Backs
Business owners, particularly the small-shop variety, not uncommonly look upon their creations as they would a child. The conceived...
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A Little More Legislation, Please: SECURE Act 2.0 Shaping Up for a Vote
“A little less conversation, a little more action, please.” That’s a line from one of Elvis’s perkier Vegas songs, and I have a...
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Say It Is So – Joe Biden’s Inheritance Tax Plan May Have Bitten the Dust
Ladies and gentlemen of the planning community, and our beloved customers, brace yourselves: we may be facing good news. We’ve long...
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Hybrid Life Insurance – Pandemic Boosts Interest in Innovative Solutions for Long-Term Care Coverage
You might think the pandemic has pushed the long-term healthcare crisis off the agenda of average Americans. Far from it. Covid-19...
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Avoiding Imperishable Embarrassment – Protecting Your Digital Assets
“The soul of man is imperishable and immortal,” Plato tells us. What a relief. But what of our earthly remains? Once we ship out...
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So what can you and your retirement team do for protection?
Don’t Be Fortune’s Fool – Protecting Your Retirement Income from Sequence of Returns Risk “Shallow men believe in luck or in...
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The Time Bomb’s Last Seconds – Eleventh-Hour Responses to Biden’s Tax Boost
As I write this on Wednesday, September 8 – just past midnight, that’s how writers roll – the best estimate I can get on when...
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Dear Prudence – Are Well-Funded Retirees Not Spending Enough?
Down the halls of retirement planning offices, the air has been ringing with warnings: the longevity crisis is here. You may live...
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High Anxiety: A $3.5 Trillion Budget – and Higher Taxes for the Wealthy – Draw Near
It’s just about to happen – any day now. Congress will pass its FY2022 budget, followed by some form of infrastructure bill...
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Preparing for the e-Afterlife – Estate Planning Tips for Digital Assets
How would you like to awake one day, and find out that you’re a meme? You might need to look up that term, still something of a...
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