“Dad, are we rich?” Ethan’s father drops his fork mid-bite. “That’s an unusual question,” Roger carefully responds. Ethan, who just turned 16 and still fears his father’s disapproval, hesitates before continuing. He knows there is an unspoken rule in his family to never speak about money. Despite his nerves he plows on determined to get to the bottom of the wild claims his classmates made. “So, the guys said I didn’t need to get a summer […]Continue reading
Tag Archives: managing millions of dollars
Corporate Inversions: The Good, The Bad, and The Ugly!
Dear Clients, Colleagues, and Friends, We are all familiar with Charles Dickens’ classic novel, A Christmas Carol. Ebenezer Scrooge is visited by the Ghosts of Christmas Past, Present, and Yet to Come. By reliving his memories and peering into the future, he grows as an individual, developing a more kind and compassionate mentality, thereby benefiting his employees and community. Well, in this 2015 season of the holidays, a different phantom […]Continue reading
Death and Taxes: Two of life’s Surest Things
Dear Clients, Colleagues, and Friends, “It’s a beautiful home,” the well-coiffed realtor gushed to Sally and Ned. “How much did you say you paid?” Ned proudly told her what he spent on their “dream home” over 30 years ago. The realtor’s eyes shot up in surprise, “You could get 30 times that today.” The couple stopped short, shocked. They had no idea their residence could be worth so much. With […]Continue reading
Lessons Learned: Frank Gifford’s Estate Planning
Dear Clients, Colleagues, and Friends, So your estate planning is in order. You have a will; every loved one is accounted for; and your estate will be passed on in accordance with your wishes. Or will it? The great Frank Gifford died on August 9, 2015. He was 84 years old. He was a football player for the New York Giants, and then a television sports announcer and commentator. He […]Continue reading