Typical Arguments Against Estate Plan Updates in Light of TJCADecember 13, 2017
While it's been over a year now since the Tax Cuts and Jobs Act (TCJA) was initially passed last year, understanding the many technical aspects of the act, and more specifically how these changes will impact one's estate planning remains a challenge for many individual and families.
Video Thought Leadership: 101(j) [Employer-Owned Life Insurance Compliance]September 22, 2017
3rd Party Article: 5 Reasons Genworth's Would-Be Buyer Could Still Close the DealSeptember 18, 2017
3rd Party Article: How to Protect Your Information Online (NY Times)September 13, 2017
Life Insurance Tips: Cleaning Up Prior Estate PlanningSeptember 6, 2017
What Makes You HappyApril 20, 2017
Although no one would be surprised that money, homes, cars, vacations, and stuff in general aren’t the secret to happiness, many might be surprised the single greatest contributor to leading a fulfilling life is developing deep personal relationships. Inc. Magazine’s Melanie Curtin discusses the 75 year old Harvard study that came to this conclusion.
Star Crossed EstatesMarch 19, 2017
"What do Prince, Frank Sinatra Jr., Jose Fernandez and Tom Clancy have in common beyond the fact that they were famous and each died in the last few years? All four left their multimillion-dollar estates in a..." Great article from #PrivateWealthMagazine that outlines potential estate problems and how you can avoid them. Continue reading: https://tdclinks.co/2qBnyjU