I’ve received many calls and e-mails from clients about whether there is a need to address pre-existing estate plans in the wake of the new changes that were recently signed into law by President Trump. While for most clients no changes will be necessary there are important things to consider. Under the new Tax Cuts […]
As we welcome President-Elect Trump into our lives as a key policy maker for the next four years I feel it wise to write about how his election may impact Estate Planning laws, rules and strategies. While it is too early to know what changes (if any) will actually be made, there are some things […]
If you are like me you enjoy a good military drama. One of the best authors in this genre that ever lived was Tom Clancy. His books were so riveting that many were converted over to the big screen, including the Hunt for Red October, Clear and Present Danger and Patriot Games. One thing that […]
Now available on Amazon in paperback and on Amazon Kindle! About a year ago I made a decision to devote some serious time to creating a resource for young couples and young parents to introduce them to some key Estate Planning concepts. About 100 edited versions later I am proud to announce that the book […]
As you can imagine, in my practice I have an opportunity to work with a variety of financial professionals. One who I consider an expert on Social Security and it’s rules and regulations is a good friend of mine named Bill Marco, of Marco Wealth Strategies Group. I’ve mentioned him before but I wanted to pass […]