ESTATE PLANNING WAS NEVER JUST ABOUT TAXES
One outcome of the 2013 tax code changes is U.S. citizens can leave up to $5.25 million free of estate taxes if they pass away in 2013. This $5.25 million exemption amount is automatically adjusted for...
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WHEN SHOULD YOU FILE FOR SOCIAL SECURITY?
Making News… We produce regular Q&A columns for MarketWatch, a personal finance website of the Wall Street Journal and Florida Today as well as columns to Financial Advisor magazine, the Journal...
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WHO GETS MY MONEY WHEN I DIE?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal...
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SHOULD I DROP MY LIFE INSURANCE?
June 2014 Many retirees do not need life insurance but that doesn’t mean they should automatically drop their policies. During your working years, your family depends upon your income. In the event of...
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HOW TO STAY HAPPY IN RETIREMENT
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal...
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3 WAYS TO AVOID PROBATE
December 2014 One of the most frequently asked estate planning questions we get from clients is, “How can we avoid probate?” Probate, though often not as burdensome as feared, can delay the transfer...
View ArticleWHAT HAPPENS TO MY IRA MONEY AFTER I DIE?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal...
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Is it better to leave a 401(k) account with a former employer or roll it over...
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd...
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What are you telling nervous clients to do now?
With the world’s stock markets having a rough start to 2016, the most common question of late from business and personal finance reporters has been, “What are you telling nervous clients to do now?”...
View ArticleHOW TO STAY HAPPY IN RETIREMENT
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal...
View Article3 WAYS TO AVOID PROBATE
December 2014 One of the most frequently asked estate planning questions we get from clients is, “How can we avoid probate?” Probate, though often not as burdensome as feared, can delay the transfer of...
View ArticleWHAT HAPPENS TO MY IRA MONEY AFTER I DIE?
What Happens to My IRA Money After I Die? Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces...
View ArticleIs it better to leave a 401(k) account with a former employer or roll it over...
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd...
View ArticleWhat are you telling nervous clients to do now?
With the world’s stock markets having a rough start to 2016, the most common question of late from business and personal finance reporters has been, “What are you telling nervous clients to do now?”...
View ArticleHow to avoid gift taxes
How to avoid gift taxes We have received several inquiries this year from clients who want to make a financial gift to a family member but were concerned about gift taxes. For most U.S. citizens, even...
View ArticleHOW TO STAY HAPPY IN RETIREMENT
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal...
View Article3 WAYS TO AVOID PROBATE
December 2014 One of the most frequently asked estate planning questions we get from clients is, “How can we avoid probate?” Probate, though often not as burdensome as feared, can delay the transfer of...
View ArticleWHAT HAPPENS TO MY IRA MONEY AFTER I DIE?
What Happens to My IRA Money After I Die? Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces...
View ArticleIs it better to leave a 401(k) account with a former employer or roll it over...
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd...
View ArticleWhat are you telling nervous clients to do now?
With the world’s stock markets having a rough start to 2016, the most common question of late from business and personal finance reporters has been, “What are you telling nervous clients to do now?”...
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