Last week I talked about wills and the danger of not having one. One benefit to planning your estate that I didn’t mention is how it creates an opening to talk to your parents about their estate planning. This can be difficult for a couple of reasons. A lot of… Continue Reading..
It’s a sad state of affairs when every year I have to make several unplanned posts about new fraud surrounding taxes. In the latest attack, it is not a direct attempt to steal our money, but rather our data. According to the IRS: The Internal Revenue Service and Security Summit… Continue Reading..
Right about now young couples across the region are trying to figure out what to do with all the gift money their kids received. Many simply stick it into bonds and savings accounts, but there is a tax-advantaged way to hold on to more of that money — if you… Continue Reading..
Last week I told Brenda’s story: A grandmother whose granddaughter had stolen money from her. We were able to file a police report and get the money back, but during the process I found a website with such valuable information about the rights of victims of fraud — but it… Continue Reading..
Fresh off the heels of another fantastic Passover, I began thinking about Judaism’s companion religion, and how Passover and Easter are inextricably linked — both in the time of year when they occur and in their underlying messages of liberation and hope. Judaism celebrates the Israelites’ liberation in Egypt, and… Continue Reading..
It’s 2018 and I am going out on a limb to say Groundhog Day the motion picture has eclipsed Groundhog Day the holiday in cultural significance. The movie, starring Bill Murray and Andie MacDowell, depicts a meteorologist stuck in an endless 24-hour loop that begins with an alarm clock blaring… Continue Reading..
We’re all grateful for the periods in our lives when our loved ones are happy and healthy, but nothing lasts forever. Sooner or later we will be faced with family members and friends who are beginning their journey to the end of life, just as we eventually will. This past… Continue Reading..