Blog 2014

Can You Buy Happiness? Interview with the co-author of the informative book, “Happy Money: The Science of Smarter Spending.”

November 24, 2014

Randy Fox, Harvard Business School Professor and Author, interviews Mike Norton about the book he co-authored with Elizabeth Dunn which explains their research findings on ...

Can You Buy Happiness?

November 11, 2014

The studies on the links between money / wealth and happiness are digging deeper and deeper. Previous studies found that we need a certain amount ...

Estate Planning Webinar: How to Get Going and Why Not to Do It Yourself.

October 20, 2014

The week of October 20 – 25, 2014 Is National Estate Planning Awareness Week and the ABA Real Property Trust & Estate Law Section is ...

Burial vs. Cremation: Personal preferences ranging from simplicity of “green burials” to the traditional to the extravagant

October 8, 2014

As part of our estate planning process, one of the topics we cover with clients is their preferences regarding being buried or cremated upon their ...

Should you tell your children about your wealth and your estate plan?

September 22, 2014

This is a common client question, and the answer is that it depends. For some, discussing finances with their family is natural and for others ...

Letter of Instructions / “The Big Book of Everything MK II”

September 15, 2014

We receive a lot of calls from people who are trying to deal with the death of a loved one. Not only are they grieving ...

Important Tax Court Case Dealing with the Valuation of a Business: Buy-Sell Agreements, Employment Agreements and Initial Appraisals do matter, but not necessarily in the way you may think.

August 22, 2014

By Richard M. Morgan The Tax Court in the recent Adell v. Comm. Case has made some very interesting determinations that will help in planning ...

Shifting business opportunities: An incredible strategy to shift wealth and income to other family members if you have or create the right facts.

August 18, 2014

By Richard M. Morgan The 2014 U.S. Tax Court case, Bross Trucking v Commissioner, illustrates the type of facts needed to shift business opportunities that ...