Author Archive

14 Sep 2017

The Equifax Data Breach: What You Should Do

As you may have read in the news, cyber criminals have stolen 143 million credit records in a recent hacking incident at credit bureau Equifax.
8 Jun 2017

Shh! Don’t Call it a “Charitable” Strategy

Advanced charitable strategies like charitable remainder trusts (CRTs) are one of the few remaining ways that individuals can lower their taxes significantly if the circumstances fit.  So why aren’t CRTs and other similar strategies more widely used?
18 Apr 2017

Dear Charities: Don’t Overdo the Thanks

Charities love their donors.  Sometimes charities love their donors a little too much.
15 Mar 2017

Four Tax-Saving Moves You Can Still Make For 2016

We are about a month away from the tax-filing deadline – usually April 15, but this year extended to April 18 – and hopefully you have gotten a start on your 2016 taxes.  Whether you have or
23 Feb 2017

How to Break Up With Your Financial Advisor, Nicely

A new client of ours recently posed a question to me that I wasn’t expecting: “How do I let my old financial advisor go?”  Turns out, she is not alone.
6 Feb 2017

Why You Need to Check Your Beneficiaries Today

The recent near-simultaneous deaths of Carrie Fisher and Debbie Reynolds shocked followers of film and pop culture.  Their deaths should also raise awareness about the importance of beneficiary planning.
19 Jan 2017

Why Charities Should Sue Donors’ Estates (Or At Least Consider It) To Collect on a Gift

When a significant donor passes away, the organizations that donor supported mourn the loss, express gratitude for the donor’s generosity, and move on.  Except when they don’t.
6 Jan 2017

6 Ways to Start the Year Off Right, Financially

Now that the partying is over, and reality has set in, it’s time to get down to business.
3 May 2016

Prince’s Other Legacy (Hint: It’s Not His Music)

The recent death of music superstar Prince has generated considerable amounts of press, as often happens when celebrities pass away prematurely and under mysterious circumstances.
19 Apr 2016

Should You Tell Charities About Your Planned Gift?

I recently spoke with a client who had named two charities as beneficiaries of her IRA.