by Greg Bates | Jan 25, 2019 | Estate Planning
Thomas A. Tietz, an associate in the Law Firm of Martin M. Shenkman, P.C., sat in on Carlyn McCaffrey’s presentation at the 2019 Heckerling conference, “Decisions and Revisions Which a Minute Will Reverse- How the 2017 Tax Act Changed the Tax Consequences...
by Greg Bates | Jan 2, 2019 | Estate Planning
Wars, mass shootings, immigration, political discord, fake news, election meddling, data breaches and sexual misconduct are among the topics that seem to have dominated the headlines in 2018. All this drama can certainly make us feel jittery, unbalanced and nervous...
by Greg Bates | Dec 13, 2018 | Insurance Planning
You insure your home, car, health and even have pet insurance; so why wouldn’t you insure your life and income? If you’re working hard toward a financial goal, you should think about life insurance. There are, however, some familiar excuses not to use...
by Greg Bates | Nov 29, 2018 | Insurance Planning
Your parents spent years caring for you when you were a child. There may come a time for you to return the favor. Understanding how elder care can affect your life, and your parents’, will help feel confident that you’re making informed decisions about...
by Greg Bates | Nov 16, 2018 | Retirement Planning
You’ve started your career. You’re paying your dues and you’re making ends meet. The good news is, no matter where you are in your career, you can start making important steps toward securing your retirement; as immediately as on the very first day...
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