June 2nd, is a memorable date for me. On that evening twenty years ago, I was driving home from work in Fairfax County, Virginia in my cool 1990 Nissan 300Z. (1990 was the last year before mandatory air bags.) My wife and two young children were waiting for me to share dinner. Continue reading
Month: January 2012
Thinking About Gifting to the Next Generation
By Keith L. Davis
As the New Year begins and estate and gift tax uncertainty continues, I think it’s a good time to take a moment and reflect on the social benefits of family gifting rather than just the tax exemption aspects of gifting. Continue reading
Medical Advocacy – It Could Save a Life
Speaking up for yourself in the healthcare system is not always easy. But it is your body after all, so why is speaking up so hard? “I don’t want to question the doctor.” “I assumed my doctors all talked to each other.” “The pharmacy gave me the medication, so I didn’t worry.” “I wanted to ask, but I felt intimidated.” “The hospital has all my records from last time.” Continue reading
Estate Planning: A Poignant Portrait of a Father’s Final Gift
A Forbes.com post by a reader whose father had recently passed away is a poignant tribute by a daughter to a father who left her with a lasting legacy of love through careful estate planning. In the post, she shares what her father did to make his passing easier on her and her brothers: Continue reading
How To Bullet-Proof A Child’s Inheritance
In this time of frequent divorce and economic uncertainties, asset protection has become a hot topic. During the past several years, many seminars, attracting increasingly larger audiences, have promoted the use of various sophisticated asset protection vehicles. Continue reading