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.
Don’t Make This Million-Dollar Mistake with Your 401(k)!
Episode 292 – Don’t make a million-dollar mistake, as Jeffrey Rolison apparently did, by failing to regularly review and update the beneficiary designation on his company sponsored retirement plan.
Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
Episode 291 – States with high income and estate taxes may cause the wealthy to move to another state with one or the other, but not both taxes.