Estate Planning “Lessons” from Tony Soprano

Posted by on Jul 16, 2013 in General | 0 comments

It seems that Mr. Gandolfini’s will is a disaster. The New York Daily News reviewed it, and found it to be a nightmare, at least from a tax standpoint. Apparently, the 51 year-old actor left 80 percent of his $70+ million estate to his sisters and his 9-month-old daughter — which, as result, means that […]

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2013 Mid Year Tax Moves

Posted by on Jul 8, 2013 in General | 0 comments

2013 Mid-Year Tax Moves You know how good coaches are usually famous for making adjustments during the halftime of big games? Well, here I am — acting as your financial coach in matters tax-related, and we’ve just about hit halftime for 2013.  We now have six months of financial info to use for some quick […]

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