The last two weeks of the year is high selling season for life insurance polices as doctors rush to fund various retirement plans and as
A common error after the expense and trauma of a divorce is not updating a variety of key legal and financial documents. You would not believe
We’ve previously highlighted the financial and legal planning issue business owners and doctors feel uninformed about, and provided links to more than half a dozen articles on
Recently, I read a 48-page report issued by AMA Insurance on financial preparedness among physicians, based on 2,500 respondents. Consensus: Many doctors feel they are
Quite a bit actually as it shows the stupidity of reckless excess spending, the importance of having cash (even for the rich) and the failure
Great informative article by attorney Dennis Brislaw on the use of “Gun Trusts” by lawyers and their clients. A Gun Trust Helps Protect Your Client
BUILDING THE RIGHT TRUST Incentives, credits and deductions within the U.S. tax system are currently in the spotlight, and most advisors are aware that
The article below is by Attorney Mike King, and shares some detail on the legal issues surrounding intestate property and especially that which is “hidden” and
We always try to to be clear about the difference between two related sciences, Estate Planning (a.k.a. DEATH planning, what happens to my “stuff” and family
A recent Tax Court decision, Estate of Feder, T.C. No. 1628-10, T.C. Memo. 2012-10, January 10, 2012, shows advisors that the Tax Court had no trouble ruling
