Tag Archives: estate planning
Lose weight, exercise more, appreciate the small things, make more time for myself, and enjoy my friends and family.
Sound familiar? These are the resolutions that I usually have on my list. Some years I have more success, and some years less.
At 39 years old, I was unprepared for breast cancer. With no family history of the disease, I had my first mammogram about a year ago. Two days later, I received a call suggesting that I return to the office … Read more
Many of us do a pretty good job of getting insurance on all the usual suspects: homes, health, cars, life. But I recently came to think about another kind of insurance—what we should do to help our loved ones prepare … Read more
I’m pretty sure that I resolved several years ago to stop making New Year’s resolutions. My track record at sticking to resolutions was abysmal.
Actually, I’ve done pretty well at hitting savings goals over the years, because I don’t rely … Read more
The federal tax on transfers of wealth from estates has been with us since the passage of the Revenue Act of 1916, although there were similar temporary levies around the time of the Spanish-American War. This tax came to an … Read more