Philanthropy is a worthy end alone, but what if you could increase your charitable giving while at the same time …
Read More
Tis Better To Give Than To Receive After All: The Benefits Of CLATs
Financing Your College Education
You are your own most valuable asset, and your education is the greatest investment you will ever make. But how …
Read More
A Health Coverage Option For Individuals
High health insurance costs are here to stay, leading many employers to end coverage for employees. For those now trying …
Read More
Six Ways To Hold Down College Costs
A mother recently told me about her son, a first-rate student who was accepted by Cornell University and by New …
Read More
Duly Noted
When deducting bad debts, conduct and timing matters. George Saadian and his mother loaned $200,000 to a distantly related businessman …
Read More
Winding Up A Qualified Personal Resident Trust
The Qualified Personal Residence Trust, or QPRT, became popular a couple of decades ago as a way to save gift …
Read More
The Romney Trust: A Masterpiece
As a financial adviser, I look at a well-executed financial plan in the way an art lover looks at a painting. Mitt and Ann Romney’s 1995 Family Trust, with its reported $100 million, is my financial planning Mona Lisa.
Read More
Estate Planning In An Uncertain Environment
A few years ago, I was working with a client, a retired executive, to update his estate plan. Like most …
Read More
Tax Changes In 2012
As you complete your 2011 tax return checklist, you may not have considered the last step: thinking about your 2012 …
Read More
Duly Noted
Attorney’s failure does not excuse estate’s penalty. News flash: Trusting your lawyer’s soothing words can cost a lot of money. …
Read More