Mar 11

Why You Might Actually Owe Taxes in 2018

By Amy Hsiao

Like many taxpayers, if you’ve already filed your federal income taxes for 2018, you may be surprised to discover you’re not getting a refund this time.  If so, this was almost certainly due to the sweeping tax overhaul made by the 2017 Tax Cut and Jobs Act (TCJA). Since personal tax rates were lowered by the […]

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Mar 04

7 Events That Necessitate a Review of Your Estate Plan

By Amy Hsiao

Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properly updated. Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances.No matter who you are, your life will inevitably change: families change, laws change, assets change, […]

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Feb 25

Could an IRA Trust Benefit Your Family?

By Amy Hsiao

Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass directly to the people you named via your IRA beneficiary designation form.Unless you take extra steps, the named beneficiary can do whatever he or she wants with the account’s […]

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Feb 11

Reclaim Your Role as Your Child’s Primary Influence—Part 2

By Amy Hsiao

In today’s society, the once-unbreakable bond between parent and child is being increasingly eroded. This disconnect is wreaking havoc on children’s psychological development, while making parents feel powerless to get through to their kids. In more than 20 years of work and research, world-renowned family physician and child-development expert Gabor Maté discovered that a mix […]

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