Take Advantage of Opportunities Now!
The past few years have certainly been challenging from the standpoint of planning for taxes. Because of this, many feel that they should [...]
The Roths are coming, The Roths are coming
Roth Conversions. The question is, ‘Should you do it?’ That demands a typical lawyer’s answer…..It depends. Why is the Roth so attractive? The [...]
Finding My Legacy
When I went to law school, I knew that I wanted to become a tax lawyer. So I took all the tax courses [...]
How to Preserve Your Wealth
If you were not born into an affluent family or you did not marry an individual of "means", chances are that you worked [...]
Estate Planning: “We’ll get around to it someday…”
I was honored to meet Bill Moller as I talked with him about Estate Planning over the 4th of July weekend a few [...]
Estate Planning Goals – What Really Matters
Many people are being lulled into complacency thinking they don’t have to update or do estate planning because exemptions are so high that [...]
Helping Aging Parents
Sometimes, our parents stand in the way of helping themselves. We ask about their estate plans, health care concerns, continuing care issues and [...]
Why Maintenance Programs Make Sense
As we have seen in the past several years, especially in Congress, the only thing we can be sure of is that things [...]
Our True Legacy
I had a unique experience last week that most of us only see on television. I was at a meeting, and had invited [...]
Working is the New Retirement
In this changing and challenging economy, many people have had to confront the fact that the traditional “model” of retirement has changed. Many [...]