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May
THE CHALLENGES OF A “CHALLENGING” WILL
by Juli Findling, Senior Paralegal Wealthmanagement.com Senior Editor, David Lenok, hosts a very interesting and
TRUTH IS STRANGER THAN FICTION – a real-life story about dying without a Will
There are many variations of but the majority have simply free text.
IRS Information Letter 2017-0015
By Joe Nagel, Esq., LLM, CPA IRS Information Letter 2017-0015 below provides a requesting taxpayer
Update On The IRS Regulations Project
Last July, I wrote in my column that the IRS made it known that it
No Kids? An Estate Plan is Still Important
There are certain times in life where the need for a proper estate plan is
Estate Planning with Retirement Accounts
One estate planning nuance is “beneficiary designation assets.” These are assets that are distributed at
Term Insurance or Permanent Insurance?
Many of our clients wrestle with the decision to purchase term insurance or permanent insurance.
Musings from the CEO – Winter 2015
In the volatile tax world, there is good news and bad news. The bad news
Donald Sterling and the L.A. Clippers: There’s Even More to the Story
Donald Sterling was the controlling owner of the L.A. Clippers who made racially insensitive comments
Even Young People Need Estate Planning
“If I don’t have any assets, and I would want everything to go back to
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