Having “The Talk”: Another Awkward Holiday Dinner Conversation

Having “The Talk”: Another Awkward Holiday Dinner Conversation

Posted by on Nov 15, 2012 in Estate Planning | 20 comments

Have you had “the talk” yet?  Ya’ know, the really awkward conversation we all dread?  I’ve thought about having...

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Estate Planning for Really Smart People

Estate Planning for Really Smart People

Posted by on Mar 28, 2012 in Estate Planning, Planning | 6 comments

I’m not a dummy, so I avoid that aisle of the bookstore. You should, too. Let’s concentrate on what really smart people would do...

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Unplug Grandma’s Life Support…Quick! Inherited IRA rules changing?

Unplug Grandma’s Life Support…Quick! Inherited IRA rules changing?

Posted by on Feb 29, 2012 in Estate Planning, investing news | 16 comments

Why You Might Have the Awful Hope That Grandma Dies This Year. According to this Wall Street Journal article, Congress is toying with the...

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