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Losing the Battle One Fight at a Time (Why we give up little by little…)
I sometimes feel like my life has been a series of battles… that or one continuous war. Regardless, I can…
Dancing On the Razor’s Edge
I remember the TV room at First Baptist Church daycare. It had shag carpet in the late 70s and a…
Why I HATED… and now LOVE my job!
Jobs can be hard sometimes. As a young attorney I found myself working in every courtroom. My schedule was packed…
Tax Avoidance Series: How to Avoid Estate/Gift Tax with Trusts and Annuities
The estate/gift tax is a tax based on the value of the assets an individual owns at the time…
Avoid Estate Tax without Sacrificing the Step-up in Basis
The Estate Tax, also known as the “death tax,” is going to be a reality for many more individuals once…
Avoid the Gift/Estate Tax with the Crummey Trust
The estate and gift tax work hand-in-hand. There is a set limit on the amount you can either give…
Do You Need Some “Tough Love”?
If I could travel back in time, what would I tell myself when I was 20 years old? Would I…
Estate Planning is a Philosophy
The stoics had a practice whereby they would meditate on the possible negatives that could befall them in the…
The Downside to IRAs: No Such Thing as a Free Lunch
Ah the IRA. Now that pension plans have all but gone the way of the dinosaur, the IRA has…