Opinion

Time for tax-loss harvesting?

For a variety of reasons, such as higher interest rates, rising inflation and supply chain issues, the financial markets were volatile in 2022 – and this volatility probably showed up…

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Telling my sons about my discovery

As my adoption and reunion story continues, I’ve changed some names, places, and dates. I believe the various emotions I felt the day I met my birth father are what…


CRATs, CRUTs, FLIPCRUTs & NIMCRUTs

I recently heard my law partner talking about CRATs, CRUTs, and NIMCRUTS. It sounded like a foreign language. I assumed it had something to do with estate planning as that…