When Opaque Worlds Collide – Crypto Provision in Infrastructure Bill a Hostage to Politics
Quiz night question: which is harder to fathom – the mechanisms of cryptocurrency or the machinations of Congress? I don’t know how...
Read more
The Agony of Victory – Are America’s Olympians Facing a Tax Bill?
Who watched the Olympics this year? I only caught bits, arrested solely by the silly spectacle of five-ring skateboarding. I admit...
Read more
I Can See Clearly, Soon – Deadline for SECURE Act’s Income Illustrations Looms for Retirement Plan Administrators
Ordinary folk often can’t do the easiest things, or grasp the simplest of everyday notions. Don’t wince – I’m talking about me. I...
Read more
Ticket to Ride: Omnibus Bill Brings Relief to Insurers and Clients in 2021
Our topic is adaptability – so hard to practice, particularly in politics, especially when regulations are involved. It recalls...
Read more
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Life insurance. It’s a curious old business. The customer buys a product and reduces their risk. The provider selling that policy...
Read more
Do Trust, But Verify: Life Insurance Trusts Protect Your True Legacy – Your Kids
Parents never stop looking out for their kids, even beyond their final curtain. No matter my age, mother never stopped calling me...
Read more
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...
Read more
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...
Read more
Corona Crisis: Estate Planners Adjust to Working from Home
Estate planners are among the luckiest of professionals forced to work in physical isolation by the global coronavirus outbreak...
Read more
Work-From-Home Pro Tips From a Longtime Remote Worker
Before COVID-19 sent us all into lockdown, working remotely was already gaining significant currency among the modern workforce. In...
Read more
Video Conferencing Tools: Far Away Yet So Close
Whether mandated by the local government or their company—or out of an abundance of caution—many financial industry professionals...
Read more
Coronavirus Crisis Boosting Life Business: Are You Prepared?
The Covid-19 pandemic is a watershed event in most people’s lives – something uncanny, unexpected despite the warning signs of...
Read more
Advice for Advisors in Coping with the Pandemic
The economic cost of the coronavirus crisis cannot yet be calculated, but the first effects are readily apparent to everyone...
Read more
Estate-Tax Exemption Vanishes in 2025 – Plan Now or Weep Later
The rich may get richer, but they have a dickens of a time keeping it. This is a reality that divide-and-rule pundits pointedly...
Read more
Isn’t It Unromantic: Planning for Divorce and Spousal Death
The happiest news often leads to lamentation. Your portfolio appreciates; the taxman cometh. A child is born; he grows to be a...
Read more
The SECURE Act: Avoiding Long Term Tax Traps
Many Americans have begun adjusting to changes brought on by the sweeping tax overhaul enacted in 2017. Alterations introduced by...
Read more