Have We Reached Banana Republic Status

by | Feb 21, 2013 | Articles

I remember in the 1970s, many Latin American governments seemed not to really function. Their governments would provide enough money for the country to operate for a few weeks or months and then the country would be on the brink of disaster. I remember thinking how...
Estate Planning Relief

Estate Planning Relief

by | Feb 11, 2013 | Articles

The conventional wisdom among the attorneys and CPAs who plan for estate taxes, right up until the new Fiscal Cliff legislation was signed into law, was that the $5 million exemption was probably too good to be true.  Couples could gift up to $10 million to their...

A Life Well-Lived

by | Feb 11, 2013 | Articles

Our client story this month is a tribute to a beautiful vibrant widow, now deceased for nine years. Lois was a client for just over ten years and came to our offices for a consultation a little more than ten years after her spouse died. All of her assets were...

Sometimes the Obvious is Overlooked

by | Feb 7, 2013 | Articles

We noticed that the Great Recession appears to have harmed Baby Boomers the most, but the media frequently discusses the lack of opportunities for the Millennium generation.  However, when reviewing the Labor Department’s latest statistics, it appears that Baby...

Do You Feel Sorry for the IRS?

by | Jan 31, 2013 | Articles

In general, over a thirty year period, I have been impressed with the efficiency of the Internal Revenue Service (IRS).  It processes billions of documents sent to it annually and generally it does a good job.  Recently, I noticed the amount of errors emanating out of...

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