New Year’s Eve Can Get Expensive

Most Americans spend less than $200 on New Year’s Eve. However, parents of young children usually pay more […]

Most Americans spend less than $200 on New Year’s Eve. However, parents of young children usually pay more […]

(This is Blog Post #677)
The Tax Cuts and Jobs Act (TCJA) reduced individual income tax rates, but it left the 3.8% net investment income tax (NIIT) in place. It’s important to […]
As posted to the FightMediocrity YouTube Channel on 6/30/15
(Run time: 4 min, 39 sec)
There are good reasons why estate planning advisors recommend you revisit and, if necessary, revise your estate plan periodically: changing circumstances, including family situations […]
Traditional and Roth IRAs can be powerful estate planning tools. With a “self-directed” IRA, you may be able to amp up the benefits of […]

(This is Blog Post #664)
Despite what you might think, the importance of an estate plan isn’t limited to only the rich and famous. In fact, your family […]

(This is Blog Post #659)
Fewer people currently are subject to transfer taxes than ever before. But gift, estate and generation-skipping transfer (GST) taxes continue to place a burden on families with significant amounts […]