Avoiding Taxes Is Not Wrong!

I found this passage on avoiding taxes very interesting and want to share it with you. In a famous legal opinion, US Supreme Court Justice Louis D. Brandeis encouraged taxpayers to take advantage of the tax benefits given to Americans. The following quote highlights the social policies guiding Congress when it makes tax-advantaged legal and… Read More »

6th Annual Spirit of Christmas

As some of you may know, my 13 year-old son Corey is a dancer.  His dance studio puts on a Christmas show each year.  This year’s show is this Sunday at Centennial Hall at 4 pm and next Saturday, December 13 at 4 pm and 7:30 pm at Saddlebrooke Desert View Performing Arts Center.  Please… Read More »

In The Spirit Of Thanksgiving

In the spirit of Thanksgiving, I found this interesting link to the NY Daily News article about a 21 year-old who was killed in a fire, but was an organ donor. The deceased young man’s family was able to hear their son’s heart beating inside a Vietnam veteran whose life was saved with the heart… Read More »

Kids Unlimited

As you may know, my son Corey is a dancer and performer.  He is a member of Kids Unlimited, which provides a safe stage for Tucson kids to perform. Kids Unlimited has its fall show on Friday November 14 at 7 pm and Saturday November 15 at 3pm at the Berger Performing Arts Center at… Read More »

Why Your Married Joint Revocable Living Trust May Be Out of Date

If you are married and have a joint revocable living trust, there’s a good chance your plan should be revised to help your children and beneficiaries avoid income taxes after your death. When Karen’s mother passed away three months ago, she and her three siblings received a much larger inheritance than they had expected. Karen’s… Read More »

My Speech To My Son At His Bar Mitzvah

On April 26 of this year, my son Corey had his Bar Mitzvah.  I had the opportunity to share some words of wisdom to him, and afterward, I was asked to post my speech to him.  I hope you enjoy it.   Corey We are so proud of you.  You’ve done great here today and… Read More »

The Future of Caregiving in the United States

With Americans living longer than ever before, many of us will eventually require long-term care. It has been estimated that half of all women, and one in four men, will spend time in a nursing home at some point in their lives. However, the true foundation of our long-term care system is family caregivers, who… Read More »

Little Jason

Don’t leave your life insurance death benefit to your estate. Fred purchased a $1 million term life insurance policy after he married Mary, naming her as beneficiary. He did not name a contingent beneficiary. A year later, Mary gave birth to their son Jason. Fred did not update his life insurance beneficiaries after his son’s… Read More »

Thankful for Integrity and Character

I recently spoke with my twelve-year-old son, Corey, about what it means to have integrity and character. As part of our conversation, I read a passage from Bo Schembechler’s autobiography, co-written by Mitch Albom. (Bo Schembechler coached the Michigan Wolverine football team from 1969 through 1989.) Today, people seem more likely to justify cheating because… Read More »