Newsletters

Thursday, 06/01/2023

Estate planning - Estate planning for married couples. Choices for marital trusts. Portable exemptions versus credit shelter trusts. Scammers - This really happened. Start the clock! Beyoncé’s tax troubles.

Thursday, 05/11/2023

Investments: -New investment realities -Market volatility in retirement Retirement: -Social Security: Taxes versus benefits Tax currents: -No attorney-client privilege for an estate plan? -Blogs and taxes

Saturday, 04/01/2023

Business succession: - Two family business stories - How to value a family business Tax currents - Proposed new taxes and tax increases - IRS clarifies RMDs - Water rights as real estate

Friday, 03/03/2023

Trust Planning: - How to define income - Alternative definitions Investments: - Foreign exchange in inflationary times Tax Currents: - Reminders for 2022 tax returns

Tuesday, 02/07/2023

Financial Planning: - A peek behind the curtain - A menu of services Investments: - The ESG investing controversy Retirement Planning: - Big Roth changes

Tuesday, 01/17/2023

Retirement planning: New retirement realities, At a glance, SECURE Act 2.0. Trusts: Ask a trust officer. Philanthropy: The role of donor-advised funds.