Maximizing Your Social Security
As posted on the PBS News Hour YouTube Channel on 2/26/15
The longer you wait before […]
Stockman on the Fed’s Rate Cut
As posted to the David Stockman YouTube Channel on 7/31/19
David Stockman appears on Fox Business […]
Specific Bequests of Sentimental Value Assets
When planning your estate, you’re likely focused on major assets, such as real estate, investments and retirement plans. But it’s also important to consider specific bequests of sentimental value […]
Owning Property with a Family Member: 4 Negative Outcomes
A common estate planning mistake that people make is owning property with a family member. True, adding a loved one to the title of […]
Divorce Necessitates an Estate Plan Review
Divorce necessitates an estate plan review. It’s important to review your estate plan as early as possible, for two reasons:
Dynasty Trusts Provide a Legacy
If a prime objective of your estate plan is to leave your mark, dynasty trusts provide a legacy. That means it might be the […]
Leaving Specific Assets to Specific Heirs
Planning your estate around specific assets is risky and, in most cases, should be avoided. If you are leaving specific assets to specific heirs […]
Formula Funding Clause in Older Estate Plans
The gift and estate tax exemption is higher than it’s ever been. You can thank the Tax Cuts and Jobs Act (TCJA) for that. […]
Facebook’s New Crypto “Libra” Explained
As posted to the Ben Swann YouTube Channel on 6/18/19
Facebook’s New Crypto “Libra” […]
Make Health Care Decisions While You’re Healthy
Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This includes […]
