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The Estate Tax May Change Under Biden
In contrast to previous changes, the tax code could be modified in a way that affects everyone who has something of value to leave to heirs.
1/17/2021

Travel Insurance During A Pandemic
When the pandemic struck, many travel insurance policies failed to cover Covid-19-related trip interruptions and cancellations, often because they excluded pandemics. But in the intervening months, the travel insurance industry has introduced a spate of new policies covering the disease just as many foreign destinations begin to require them.
11/27/2020

Making Financial Decisions When You Don’t Have All the Facts
The president-elect is considering tax changes that could affect stock sales, selling a family business and leaving money to heirs. But we still don’t know how much he’ll be able to do.
11/21/2020

Doctors are offering direct access in the pandemic, for those who can afford it.
Concierge care, which offers personalized medical services for people who can afford it, has grown fast in the pandemic as patients seek direct access to physicians.
8/24/2020

When Sheltering in Place Puts Your Tax Strategy at Risk
Taxpayers facing residency questions because of quarantine orders need to keep detailed records to explain where they lived, for how long and why.
5/19/2020

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