Planning Commentary

July 9, 2026

Trump Accounts: A New Vehicle for Long-Term Savings

Originally published in July 2025, this article was updated in January 2026 to reflect newly […]
June 25, 2026

DST 1031 Exchanges for Investors Seeking Simplicity and Diversification

A few years ago, I was living in Buffalo, New York, and managing a rental […]
May 29, 2026

Avoiding Costly 529 Distribution Mistakes

One question I can almost always predict when a parent has a child with a […]
April 30, 2026

A Return to Itemizing: What Changed and What It Means for Planning

Tax returns for 2025 saw many of our clients itemizing their deductions again. Let’s take […]
February 25, 2026

Beyond the Numbers: Designing a Purposeful Retirement

When individuals approach retirement, the conversation often begins with numbers: how much they’ve saved, what […]
January 31, 2026

When There Are No Defaults: Estate Planning for Childfree Adults

My husband and I are DINKs. It sounds like a schoolyard insult, but it fits […]
January 6, 2026

The Future of Social Security

From time to time, the solvency of Social Security makes its way back into the […]
December 20, 2025

Directed Trustees: Flexibility, Accountability, and Teamwork

In 1994, I sent my father what I thought was a compelling three-page letter, urging […]
December 19, 2025

2026 Tax Rates & Inflation Adjustments

Passed in July 2025, the One Big Beautiful Bill Act (OBBBA) is a sweeping tax […]