Planning Commentary

February 14, 2020

Estate Planning: Keep Your Eye on the Sunset

“Go big or don’t bother.”  Those are the words we find ourselves saying to clients […]
February 11, 2020

The SECURE Act: A Few Things You Need to Know

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]
February 10, 2020

IRA Required Minimum Distributions: The Basics for 2020

This article applies to IRA owners who were age 70 ½ or older by 12/31/2019. […]
February 7, 2020

It’s Almost Time to Clear the Clutter

This summer my husband and I drove 700 miles with our two dogs to my […]
November 25, 2019

Your 2019 Year-End Planning Checklist

Before the rush of Thanksgiving and December holidays arrive, we would like to provide you […]
November 21, 2019

Security In Our Modern World

Keeping up with changing times and technology is not easy. Every time you turn around […]
November 6, 2019

Where Are Your Documents?

During my childhood, family vacations were a time when we loaded up the station wagon […]
November 1, 2019

2020 IRS Inflation Adjustments

In November 2019, the IRS released Revenue Procedure 2019-44 (PDF) and Notice 2019-59 (PDF), which […]
August 27, 2019

Some Gifts Keep on Giving: Maximizing Tax Savings with Grantor Trust Asset Substitutions

On my desk, just below my monitor, I have three small LEGO® toys: a rainbow […]