When would you have thought that long term care insurance would be considered an investment? For high net worth individuals, utilizing...

Where do you want to receive your care, i.e., your home, a facility, etc.? Where do you plan to live when you retire? Who will need...

The good news is that most people will receive benefits from the Social Security system. The bad news is the Social Security program is...

There has been a lot of talk and press about the benefits of saving in a Roth IRA. However, is it right for you? If you make a good...

It is March, which means we are in the heart of tax filing season. People everywhere gather documents, organize their information, and...

There has been a lot of talk and press about the benefits of saving in a Roth IRA. Those who make a good living and are in a higher tax...

There is no denying that retirement planning is sophisticated, complicated, and ongoing. You must keep updated and educated on the...

An owner, who wishes to sell an interest in either his closely held corporation or S corporation, but does not have a current buyer, may...

Can you believe it is December already? Of course, this means there are only a few weeks left in the year. Obviously, it is one of the...

In a recent ruling, it was decided that monies received from a terminated annuity contract were taxable to the annuitant since the...

When is a good time to review your life insurance policies? Most people after purchasing their life insurance, put it in a drawer and...

Relief is here! While COVID-19 has cast uncertainty across our financial world, the Coronavirus Aid, Relief, and Economic Security...

A recent California Supreme court decision, Dynamex operations W., Inc. v. Superior Court, 4 CAL 5th 903 913 (2018) redefined the...

If you have Philanthropic desires, and would like to be financially rewarded at the same time, then donating your IRA assets to a charity...

By now, you are likely aware that there are 10,000 Baby Boomers daily turning 65. These Baby Boomers are now beginning to seriously think...

The government has put on our plates a once in a million, lifetime gift of a $5,000,000 tax break. Never before has this type of gift...

One of the most important decisions in drafting a trust is who will act as trustee. The obvious choices are friends and family, but this...

With the passage of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (Relief Act) , many planners...

There are four elements to estate tax planning available to you and only four: Gifts, Discounts, Charity, and Life Insurance. The...

In a recently issued IRS Internal Legal Memorandum (ILM), the IRS indicated interest paid on estate taxes accrued during the extension ...