Joan Rivers was a trailblazer. She was the first woman to be appointed permanent guest host of The Tonight Show. She was the first woman to host her own talk show. She was funny in a way women hadn't really been funny before. She was unique, and she was deeply mourned...
There are a thousand reasons people fall behind on their taxes. There are medical emergencies; loved ones unexpectedly pass away; car and house repairs drain the savings account -- it can be anything that wipes you out financially or even emotionally. And for some of...
Any person who has had to deal directly with the IRS likely knows that it can be a scary and stressful experience. In fact, even people who have never gone through anything like an audit probably know that dealings with the IRS are generally something they want to...
There are so many moving parts to an income tax return that it can be hard to keep track of everything. It isn't unusual for the average taxpayer to be distracted by the difficult details and to miss the easy ones. In some ways, preparing a tax return is like taking a...
If you’ve never gone through the process of estate planning, some of the terms you hear can sound unfamiliar and even scary. But as with many things in life, a simple explanation can resolve much of the mystery and fear.In today’s post, we’ll discuss...
The majority of parents care a great deal about whether or not their children grow into adults who are defined by character and integrity. Unfortunately, the foundation of “The American Dream” and the most general focus of estate planning processes can...
Charitable giving is important all year 'round, but it's often this time of year when we receive the vast majority of solicitations. Why? Well, charities know that if you're in the position to itemize, you may be looking for a few more deductions to offset some gains...
Love and marriage, soup and sandwiches, tax planning and estate planning -- some things just naturally go together, and now is a good time to sit down and look all of it over. Just before the holidays may be an especially good time to review an estate plan. Some of us...
There's a very good chance that you haven't heard of Raoul Weil, but the tax evasion case that he was wrapped up in likely had a major impact on every U.S. citizen who keeps money overseas. Weil was a former executive at UBS -- a financial giant in Switzerland -- and...
If you have created a trust, you have already taken steps to ensure that your financial wishes are executed in the ways you believe they should be. But simply because you have created a trust does not mean that your wishes cannot change. Life events such as marriage,...