Despite having been in this profession for almost 20 years, being in my 40s has given me a new perspective on the importance of estate planning as my friends and I make our way through life—marriages end, loved ones get … Read more
Tag Archives: estate planning
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
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