Yearly Archives: 2009

Where are Estate Taxes Going?

Where are Estate Taxes Going?

The question I hear the most when I am teaching classes are, where do you think the Estate Taxes are going?  I always respond, they aren’t disappearing. Period.   The current administration (along with the last one) is running through money like it was beer at a keg party!  So is it likely that we are goingContinue Reading

Personal Finance as told by Sonic the Hedgehog

Personal Finance as told by Sonic the Hedgehog

A while ago I wrote a fun post about how Legend of Zelda could teach you about personal finance.  Well this past Friday, I powered up the Wii and was reminded that I bought Sonic the Hedgehog 2, and couldn’t help but loading it up (mostly due to that SEGA Chant). It took less thanContinue Reading

Are you Freaking Serious Fridays are Born

I don’t really follow a structure when blogging, I just write.  Sometimes its good, sometimes its not, but some of my favorite posts to write are the ones where I am complaining and bitching, and since those are the posts with the most comments I guess the reader likes it too! It doesn’t matter whetherContinue Reading

What is a Power of Attorney? Everyone Should Know Before Signing One

What is a Power of Attorney? Everyone Should Know Before Signing One

Despite my age, part of my job description is to review and critique Wills and ancillary documents that clients provide the financial planners.  You would be shocked how many are tax inefficient or worse do not even follow the testamentary intent of the client.  Notwithstanding the ineptness of some attorneys who are drafting Wills, thereContinue Reading