I remember being horrified a number of years ago by an online article advocating a DIY vasectomy. The article seems to have disappeared from the world wide web, but I still cringe as I recollect the step-by-step instructions which included puncturing the skin with a knitting needle then “hooking” the vas deferens with a crochet […]
You can’t predict. You can prepare.
“You can’t predict. You can prepare.” So said Howard Marks, billionaire co-founder of Oaktree Capital Management in one of his famous Oaktree Memos. Most of us have purchased life insurance. We have a 401K or IRA. We have medical and dental insurance. Many of us keep a tool kit, a first aid kit and jumper […]
Selecting an Agent
Choosing the right Agent under a Power of Attorney is one of the most important choices. This article discusses the qualities of an ideal Agent and qualities to avoid in selecting an Agent. Read on to learn more.
Turning the Page on 2018 and Looking Forward to 2019
As we turn the page and bid farewell to 2018, we look forward to 2019. This article summarizes the major changes for 2019, both in the tax area and in other areas. Read on to learn more.
Grantor Trusts Provide Flexibility and Ease
A trust may be taxed as either a grantor trust or a nongrantor trust. Each type of trust has advantages and disadvantages. This article examines a grantor trust and situations in which it might be useful.
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