I love everything about tennis – playing it, working on my swing, improving my strategy on the court, and the exercise that comes with it.  It is an ongoing challenge of mine to improve in all ways possible.  I love watching tennis as much as I enjoy playing it, especially now during the Wimbledon championship….

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If you’ve ever watched “Who Wants to Be a Millionaire”, you might witness the following scene: Host to Contestant:  If you don’t know the answer…you can use one of your lifelines?  Fifty-Fifty  – eliminate 2 of the 4 answers Ask the Audience – poll the audience Plus One – ask your companion With much anticipation,…

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A Qualified Charitable Donation (QCD), also known as an IRA charitable rollover, is a tax savings tool for charitably inclined IRA owners. First introduced in the Pension Protection Act of 2006, QCDs were originally permitted for years 2006 and 2007. Since then, however, QCD rules have been in constant limbo. They’ve lapsed, been reinstated (often…

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A recent column of mine discussed revocable living trusts and how they may ensure control and privacy of your estate. If you’re not looking to control assets from the grave, and your objective is to simply avoid probate in order to make life easier for executors and beneficiaries, then there are alternatives to trust-based estate…

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Proper estate planning ensures your assets and wellbeing will be cared for in the event of death or incapacitation. While there are several documents, such as the Will, Durable Power of Attorney, and Advanced Medical Directives everyone should have regardless of health, wealth, or age, the question of whether or not a revocable living trust…

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