Newsletters

Monday, 12/29/2025

Estate planning: - Why you and your family might need a living trust - Living Trusts, Pro and Con - Trust terms enforced - Understand what you sign Tax planning: - Get ready for income tax filing

Wednesday, 12/03/2025

Estate planning: - Review your beneficiary designations! - How beneficiary designations work - When the spouse should not be designated an IRA beneficiary - Uncontested trusts Philanthropy: - New considerations for charitable giving

Friday, 10/31/2025

Taxes: - The 2025 year-end tax planning season opens; - OBBBA year-end tax considerations. Retirement: - Roth IRA conversions after OBBBA

Monday, 10/06/2025

Financial Planning: In search of “The American Dream” & A short story about the long term Retirement Planning: Tax facts for retirees Estate Planning: Alzheimer’s and testamentary capacity

Tuesday, 09/02/2025

Wealth management - The “new math” in estate planning. Attention to detail. Financial planning - To be a responsible adult.

Tuesday, 08/05/2025

Wealth management - Estate planning without taxes, Intro to trusts, New tax rules. Tax currents - National Whistle blower Appreciation Day, Taxable settlements.