Identity Theft Prevention & Cybersecurity Best Practices
Years ago, careful watch over your wallet and important documents was sufficient protection against identity theft and fraud. Unfortunately, those ...
The Many Uses of Margin Loans
Margin refers to an investor’s use of leverage relative to his or her own assets. In other words, it’s “borrowing ...
Taxation of Benefits When States of Employment and Domicile Differ
For many, working in one state and living in another is a common situation. For example, a 2017 report cited ...
What Should I Do With My Old 401(k)?
It’s a question that comes up often – what should I do with my old 401(k)? There is no one-size-fits-all ...
Basics of Property Ownership
The way in which you hold title to your assets can have a major impact on your estate plan. Different ...
What is a Revocable Trust?
A Revocable Trust – sometimes referred to as a “Living Trust” – is a lifetime trust that can be amended ...
The Basics of Estate Planning
Lifetime and testamentary planning Contrary to popular belief, estate planning typically involves more than just signing a Will. It generally ...
Planning Considerations for Millennials
Below, I explore some common planning considerations and issues that I encounter on a regular basis when working with clients ...
Our Habits Matter
My five month old daughter is just beginning to understand the concept of cause and effect. She is learning that ...
