Celebrity Estates: Discord in Tony Bennett’s Family
Episode 296 – The death of Tony Bennett in 2023 seems to have created a family rift that is now playing out in court. Could it have been prevented?
Can You Save Too Much for Retirement?
Episode 295 – Is it possible to save too much for retirement? Some have argued that the answer is yes, but with caveats.
The IRS Digs Deeper
Episode 294 – For several years, the IRS has been focusing its audit activity on people making more than $10 million per year. But the results have been disappointing, and the IRS has decided to aim lower.
Estate Tax Uncertainty – Will We or Won’t We? A Potential Solution for Married Couples
Episode 293 – As we get closer and closer to the sunset of the estate tax provisions in the Tax Cuts and Jobs Act of 2017, wealthy married couples have options to remain flexible with their planning using survivorship life insurance.
Security Mutual Life Announces Details for the 23rd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament
30 All-Stars and other celebrities are set to hit the links for local charities at the 23rd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament taking place Thursday, August 29, 2024, at The Links at Hiawatha Landing.