Episode 346 - Does it ever make sense to reject an inheritance? On some occasions, a qualified disclaimer can give you a chance to do the right thing, or to avoid a major headache.

Episode 345 - Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills.

Episode 226 - Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills.

Episode 334 - Just starting a business? Do you understand the differences between a sole proprietorship, partnership, C corporation, S corporation or LLC? What type is best for you?

Episode 344 - The One Big Beautiful Bill, or OBBB, is now law. The OBBB extended many provisions created in the Tax Cuts and Jobs Act of 2017, or TCJA. Well review and summarize some of the key aspec

Episode 343 - No one enjoys receiving a letter from the IRS, especially when they open it and realize that their return is being reviewed. The odds are longer than most people realize, but what should

Episode 342 - Thinking of collecting your Social Security at age 62? Watch out for the Excess Earnings Test. Its a bit more complicated than you may realize.

Episode 154 - The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them.

Episode 341 - News flash: Estate planning is not for just the wealthy. Here are some ideas put forward in a recent article by renowned estate attorney Jonathan Blattmachr, especially for what he descr

Episode 340 - Actively listening to what someone else is saying can be incredibly hard, but it comes with enormous benefits. How do effective leaders manage it?