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The Answer is Blowing in the Wind

Nov 16, 2021

The tax winds continue to blow haphazardly in Washington, but for now the estate tax provisions included in earlier versions of the tax bill have been omitted.  Stay tuned…

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Charitable Giving Thrives During the Pandemic

Nov 9, 2021

The numbers are in and charitable giving increased during 2020. This article examines some of the giving trends.

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Lining Up Year-End Charitable Options

Nov 2, 2021

As we close in on year-end charitable giving, this article provides a superb summary of options and considerations.

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A Creative Settlement of a Tax Debt

Oct 24, 2021

Picasso’s family found an interesting way to pay the French inheritance tax.

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Where There’s a Will

Oct 5, 2021

In case anyone needs to be convinced, this article provides a good overview of some of the compelling reasons to have a current Last Will.

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