Browsing: Personal Finance

Many people are baffled about the status of conservation easement donations, which is logical given all that has happened recently. Among other things, courts ruled that…

We are only two weeks into the Open Enrollment Period, and I have encountered four clients who are very dissatisfied. They complain that the copayment for…

As millions of student loan borrowers prepare to get their first student loan bills in more than three years, some said they would refuse to pay.…

People with second homes might not give much thought to the estate taxes that could be due when they die; they’re often not even on their…

Prioritizing financial goals is one of the hardest things in personal finance. Should you pay off all of your debt before investing? Should you save for…

My mother is in her late 80s and owns her home outright. I have a half-brother I’ll call “Matt.” Matt has been designated my mother’s power…

There is nothing inherently wrong with forming and utilizing a charitable remainder annuity trust (“CRAT”) for tax-planning purposes; people do it all the time. Issues arise,…

As income rises, one of the bigger decisions that savers face is where to invest extra funds. If you’re already maxing out your 401(k) or retirement…

The National Institutes of Health’s Institute of Aging has dropped its sponsorship with the Alzheimer’s Association of a controversial project to revise clinical research standards, which…

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