Make a great funeral day

On Halloween, October 31, we celebrate ghosts and spooky things. The souls of the deceased are remembered on November 1 and 2, All Saints’ Day and All Souls’ Day, respectively,…

How estate planning documents help prevent elder abuse

With age comes wisdom and weakness more often. While aging is inevitable, it can often be difficult to face as previous routine tasks become more difficult or require the help…

A new proposal threatens tax exemptions for the donor fund

Investors who have a certain confidence, or are considering creating a credit, should be aware of the dramatic tax changes that are part of a tax proposal making its way…

How the use of certain strains can cost the beneficiaries their inheritance

Sometimes even the best laid plans don’t work. Most people have certain goals in mind for their estate plan, including the detailed disposition of their assets upon death. Often times,…

What to do when major customers refuse to cooperate

I recently attended a Satellite Beach High School reunion in Florida, where my wife and I graduated in 1985. It was an amazing event that allowed me to reconnect with…

Don’t underestimate the sentimental value when planning your property

When you develop your estate plan, it is understood that you focus on who will inherit your largest assets, such as your bank accounts, retirement and investment accounts. You decide…

Is there a cover in your way?

I love the old flea training a story! In case you haven’t heard it before, it’s the story of the man who caught a flea and put it in a…

Charitable planning in times of crisis

The ongoing global pandemic and the recent anniversary of September 11th provide a great opportunity to re-evaluate our goals. At the beginning of the pandemic, we had to make drastic…

Chancellor says second marriage gives women financial empowerment

A second marriage is an opportunity for a woman to review her role in the family’s financial planning if she takes a back seat during the first marriage, according to…

The Kominsky method treats end-of-life problems with humor

The increasingly bumpy road to old age requires humor to help ease the ride and encourage baby-boomers to plan ahead for end-of-life issues. Bette Davis is often credited with saying,…

Estate planning reduces stress during times of intense anxiety

Everyone who lived until September 11, 2001 shares a common experience. Although our individual circumstances are colorful, we remember looking at the harrowing images of destruction and misery and wondering…

Covid forced wealthy business owners to step up retirement and succession plans

The Covid crisis has prompted many wealthy business owners to rush into retirement and accelerate succession plans, according to research by wealth manager and multi-family office Clarfeld | private wealth…

Ed Sloot urges advisors to act before hammer tax strikes

Planets may align for advanced tax planning in the last third of 2021. Ed Slott, president of Ed Slott and Co. A set of newly announced tax proposals, combined with…

Top Democrat Says Biden’s Inheritance Tax Plan Without Vote Count

The House Democrat who oversees tax policy said on Tuesday that President Joe Biden’s plan to dramatically increase taxes on inherited assets lacks sufficient support in the lower room, reducing…

The other side of unauthorized law practice

There is something about lawyers that evokes strong feelings. Perhaps this is the glamorous portrayal on TV shows that focus on high hourly rates, lunches of three martinis, and luxury…