Newsletters

Thursday, 07/10/2025

Wealth management - Estate planning for personal property, tricky situations, and 1,000 new millionaires every day. Philanthropy - Charitable giving grew smartly last year.

Tuesday, 06/03/2025

Retirement - Financial management for single seniors - Will and won’t of the living trust Taxes - Notes on the “One Big Beautiful Bill Act” Trusteeship - A trustee removal story

Thursday, 05/01/2025

Trust planning - Practical trust planning Choice of executor or trustee Investments - A nation of investors Tax current trends - New target date E-filing booms Reduction in force

Friday, 03/28/2025

Estate planning - Who will be your successor trustee? Accidental estate planning. Social Security Taxes on benefits.

Tuesday, 03/04/2025

Estate planning - Should you consider a living trust? Checklist of living trust benefits. Seven factors for successful trusteeship. Estate planning for art. 2025 could be a major year for estate planning.

Saturday, 02/01/2025

Estate planning - The least pleasant part of estate planning. A picture is worth a thousand words.