2022 Elections Are Over, Now What?
Episode 206 – 2022 midterm elections are over and legislative gridlock will continue. That’s why it is important to plan for our future financial security against the unexpected.
Cash is Not the Best Charitable Gift
Episode 205 – The holiday season is also the season of charitable giving which most people do through gifts of cash. But donating highly appreciated assets like publicly traded securities is much better.
Holographic Wills and the Case of Anne Heche
Episode 204 – A holographic will is basically a handwritten document that could be someone’s last will and testament. But can an email also be a holographic will? The recent death of Anne Heche has raised this question.
Congress is Getting Serious About Retirement Savings: You Should Too
Episode 203 – Congress is worried about Americans’ insufficient retirement savings and you should too. Various legislative proposals seek to address these concerns.
IRS Extends Deadline to File for Portability of Estate Tax Exemption Amount
Episode 202 – IRS extends the deadline to file for portability of the estate tax exemption amount after the first spouse’s death.