Blended Family Faces $2 Million Oversight

Financial Tools to Help Blended Families Stay in Sync

It’s hard to imagine that just 15 years ago, the phrase “there’s an app for that” changed the whole smartphone landscape. Considering the sheer volume of apps available for all kinds of devices today (phones, tablets, e-readers, smart TVs, computers, and more), it should come as no surprise that even your financial life can benefit […]

Blended Family Faces $2 Million Oversight

Steve Parrish Editor’s note: Steve Parrish is a columnist for Rethinking65 Read more of his articles here. The federal estate tax doesn’t apply to many people, but when it does apply — it can sting. A recent case, Estate of Griffin v. Commissioner is a painful reminder of the importance of paying attention to details when using estate planning strategies.  This wasn’t a case of tax abuse or aggressive planning gone bad. This case, filed May 19, …