Planning for the Care of Your Pet: How to Include…
Mar 10, 2017
If your pet is beloved as a family member, you likely want to ensure that he or she will be well cared for in the event of your incapacity or…
Estate Taxes in Trump’s America
Mar 04, 2017
Donald Trump has proposed a radical tax reform agenda for his presidency. Part of this reform is his intention to repeal the estate tax. For some people, this will be…
Estate Planning Lessons From ‘Manchester by the Sea’
Feb 27, 2017
A friend recommended that my wife and I watch “Manchester by the Sea” so, of course, it somewhat took an act of God to find night coverage for Jiya, finally…
Estate Planning Essentials for Parents
Feb 24, 2017
A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of your children in your…
Doing Your Homework: How to Maximize Your Home Office Deduction
Feb 17, 2017
If you work from home, you may be eligible for tax deductions on part of the rent or mortgage payments you make, but you may be afraid this puts you…
Estate Planning Considerations for Non-U.S. Citizens
Feb 14, 2017
There are many reasons why people do estate planning. The most common reason is to avoid probate and to make sure your assets go to your loved ones after…
(Re)Defining Family: Estate Planning for the Post-Nuclear Family
Feb 03, 2017
Blended families, unmarried couples, assistive reproductive technology (ART) and same-sex unions and marriages challenge the traditional concept of “family” as it’s been known for legal purposes up until now. Significant…
How to Make Your First Million by Age 40
Jan 27, 2017
Being in your 20s or 30s doesn’t mean financial success is decades away. In fact, earning big money is often even more possible when in your “growing up” years because…
Are You Scrambling to Get Prepped For Your Taxes? Here…
Jan 27, 2017
While tax day here in the United States is not until April 15, if you own a business and you intend to follow the rules, you’ve already started scrambling. 1099’s…
Does Your Parent Need Help With Finances? Start Here
Jan 20, 2017
Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their…
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