2012 - Off and Running - February 2012
So far the financial markets have gotten off to a decent start. As I write this blog the Dow is up 6% year to date, the S&P up 8.2%, the NASDAQ up 13.3% and the EAFE International equity index is up 7%. [...]
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Do Shark-Fin CLATs Have Teeth? - January 2012
Estate planning experts are torn. Some contend that a unique variation of the charitable lead annuity trust (CLAT) (referred to as a "shark-fin" CLAT) is safe to use, while others warn donors to stay out of the water until the IRS clarifies its position on the validity of this charitable giving device. [...]
Portfolio Management - October 2011
Inheritance, Estate and Gift Planning - October 2011
Mortgage Refinancing Considerations - February 2012
With mortgage rates so low, does it make sense to refinance? Historically low mortgage interest rates have prompted many homeowners to think seriously about refinancing [...]
2011 Tax Season Considerations - February 2012
You do not want to pay more in taxes than you have to. That means taking advantage of every deduction and credit that you are entitled to, and recognizing [...]
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