As Good As It Gets
“This is ours. We’ve just got to go get it.” (Michael Brantley).
Doing Good In Difficult Times
Charitable giving is tricky when the market is down. This article provides some solid ideas for year-end philanthropy.
Surviving Spouses Take Note
Contrary to popular opinion, there are legal issues to attend to when your spouse dies.
IRS Offers Some Relief on Inherited IRA Distributions
Important update from the IRS on required minimum distributions from inherited IRAs: penalties are waived for failure to take the RMDs in 2021-2022.
We’re Coming for the Holidays!
Passing a family home through the generations can leave a meaningful legacy for your heirs, but there are many issues to consider and resolve before proceeding.