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Archive :
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New Year, New IRS Life Expectancy Tables
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These new tables come just as America experiences a downtick in life expectancies because of the coronavirus and its reverberations.
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What Should I Do With My Big Fat Inheritance
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How much money is it ethical to keep, and how much would it be ethical to give away?
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Outline - IYM Week 8 - Money & Your Mind - Mark Rylance - Fall 2021
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“Money & Your Mind” Presentation by Mark Rylance for the fall 2021 workshop series
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Ask First Form - Mark Rylance
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2021: ASK First Form filled out by Mark Rylance
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Outline - IYE Week 8 - Case Study and Review - Samantha Morris & Richard Huntington - Fall 2021
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“Case Study and Review” Presentation by Samantha Morris & Richard Huntington for the fall 2021 workshop series
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Ask First Form - Meghan Coolbaugh
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09/2021: ASK First Form filled out by Meghan Coolbaugh
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Outline - IYE Week 8 - Case Study and Review - Steven Bemis & Peter Kote - Fall 2021
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“Case Study and Review” Presentation by Steven Bemis & Peter Kote for the fall 2021 workshop series
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How to Be a Good Executor of a Will or Estate
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What to know about managing someone’s final wishes
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Mediation in Estate-Planning Disputes
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It’s disheartening for all to see relatives and friends taking sides in a dispute. Mediation is a viable way to achieve cost savings and justice.
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Kenney Ruling Underscores Importance of Diversifying Investments
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Executor who failed to act after gaining control of decedent’s portfolio liable for $3.5 million surcharge.
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