She never saw it coming. Married for twenty years to a successful lawyer-turned-hedge fund manager, she trusted her husband, ceding financial control to him while she focused on raising their children. All her illusions were shattered when he confessed he’d been unhappy for years, demanded a divorce, then, with icy detachment, got in his car […]
“We often take for granted the very things that most deserve our gratitude.”
On the last leg of a long journey to its home port of San Diego in the spring of 2003, the USS Constellation was abuzz with anticipation. The aircraft carrier had spent seven months on a combat mission in the Persian Gulf. The 5,000 sailors and pilots onboard were war-weary and homesick. I’d boarded the […]
Dreaming of palm trees but haven’t made the move to Florida? You don’t have to live in the Sunshine State to take advantage of the state’s powerful new estate planning tool, the Community Property Trust, or CPT. A CPT is a special kind of trust that some married couples can use to save on taxes […]
“Coyotes have the gift of seldom being seen; they keep to the edge of vision … voices full of authority and rebuke.”
Imagine a mangy, old grey wolf with matted fur, missing teeth and ribs poking through its sides. This fearsome warrior has fought countless battles over the years, winning some and losing others. That wolf is an apt metaphor for the federal estate tax system. Born in 1916, the federal estate tax has been a mighty hunter […]
“Some of it’s magic, some of it’s tragic, but I had a good life all the way.”
Picture a tiki bar at sunset, the strum of a steel drum, and a frosty margarita sweating in your hand. Jimmy Buffett, the late pirate poet, spent his life crafting songs urging us to slow down and live like every day is a beach party. His music was magic, but his estate plan? Well, that’s […]