Misconceptions of Estate Planning – and Some Efficient Solutions
We start out with best intentions. Why does it all go haywire? Poor planning; wishful thinking. The tangle of details, brambles and thorns, eating...
We start out with best intentions. Why does it all go haywire? Poor planning; wishful thinking. The tangle of details, brambles and thorns, eating...
It needs to be said, but I’ll soften the indecorous ‘I told you so’ with smoothly digestible Latin: Quod erat demonstrandum. QED: ‘And so it is...
David Lee Roth once said that he’d never owned anything better than a dog, a radio or a bicycle. No mention made of Dave’s favored flavor of life...
“Holiday gift-giving gives me a pain in my big broad – Bertie! Stop that!” So said my supervisor just a moment ago, chastising her cat, this...
It seems pretty certain, as far as we know, that Joe Biden and Kamala Harris will soon be spending business hours in the White House. What will...
Memo to management: I intend to perish at my desk. Request extra vigilance from cleaning staff. Old dad would have thought I was nuts. After...
I’m feeling like Odysseus today: strapped to the mast with a big-n-tall belt bought in the stoa of Ithaca, wondering if the siren melodies of...
We all know the hopeful if half-witted saying: one door closes and another one opens. In the case of regulatory legislation aimed at tax...
An article I read not long ago claimed the wealthy have been “panicking” for six months, harrying their estate planners ahead of dread changes to...
Saving for retirement is like climbing a mountain, which most will never attempt. I’ve done it in miniature, a few years back. I won’t claim that...
The other night, I was reading up on the concept of verisimilitude. I try to avoid philosophical inquiries, which make head and stomach both spin...
I like a good aphorism – a clever phrase or limerick that teaches me wisdom, nearly eternal, without needing to read all those books. The best of...
Our topic today is estate planning and tax issues in the pre-election environment. One candidate wants to raise ‘em, another hopes to do...
It’s best to keep up with the trend – that’s what the people say. Well, not quite everyone agrees. Sometimes, wise old birds remember when things...
Despite the widespread rumors, I am not a dinosaur. My colleague Rebecca, her very name recalling literature’s most troublesome spirit, often has...
Hard times bring great opportunities. There, I’ve said it for you – that hoary old chestnut you’re too wise to speak. The principle holds true...
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