The first addition to the U.S. Treasury’s lineup in over 15 years seems to be a big gamble.
Read More
The Economics of Pet Health Insurance
When it comes to health insurance for your pet, the decision to buy depends on what kind of pet owner you are: economical or emotional.
Read More
Tis Better To Give Than To Receive After All: The Benefits Of CLATs
Philanthropy is a worthy end alone, but what if you could increase your charitable giving while at the same time …
Read More
Pay As You Go: Tax Rules Upon Expatriation
As the United States tax code grows each year, so too does the number of American citizens contemplating expatriation. Any …
Read More
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
