Planning Commentary

October 29, 2021

Are you Prepared?

Death can be a sensitive and often avoided topic of conversation. We don’t know when […]
September 29, 2021

Maximizing Wealth Transfers to Minors

If you wish to maximize wealth transferred to a minor child or grandchild without having […]
September 29, 2021

Your 2021 Year-End Planning Checklist

2021 has been another year of unknowns. Among those is what income tax and estate […]
September 28, 2021

Pay It Forward: A Primer on Intra-family Loans

In 1946, my grandparents, both children of Swedish immigrants, borrowed money from their parents and […]
September 17, 2021

You Could Have $0 Taxable Income in 2021

You Could Have $0 Taxable Income in 2021. (And zero or reduced IRA required distributions […]
August 30, 2021

Charitable Giving Legislation Update

We noted in a 2016 charitable giving article that Americans gave more to charity the […]
August 13, 2021

Tax Changes Looming?

Everybody knows big tax changes are coming. Nobody knows specifically what those changes will be. […]
July 10, 2021

Do I Need a Revocable Trust?

Many years ago, my husband and I drafted our estate documents after our first child […]
February 26, 2021

Reduce Your Estate: Wealth Transfer Planning

Any change to the administration in the White House almost always brings change to tax […]