I am a registered Democrat and an estate planner, but I would like to see the estate tax repealed. I …
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Bottom Line: Estate Tax Is A Lousy Tax
Tag Archives: Personal Finance
Searching For An Honorable Fox
Do other mutual funds besides Heartland rely on internal estimates to value portfolio holdings? You bet. Bank loan mutual funds, …
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Lesson From Heartland: Watch Fund Pricing
Friday, October 13, 2000 proved to be an unlucky day for shareholders of the Heartland High-Yield Municipal Bond Fund and …
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Vermont Couples Can Form ‘Civil Unions’ July 1
Beginning July 1, same-sex couples in Vermont can establish “civil unions” affording them most of the rights and privileges that …
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Viaticals: Quick Cash, But At What Cost?
You are getting ready to retire after a successful business career. With your working days over and your family well …
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The Philanthropic Side Of Planning
In this issue of Sentinel we launch a feature, Charitably Speaking, that brings a new dimension to our professional practice …
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NYC Tax Fight Goes On
Out-of-staters who work in New York City soon must decide whether to play hardball over the city’s commuter tax, which …
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The Groundhog Faces The Music
When I was a college intern for the daily Missoulian in Montana, I wrote a couple of editorials that were …
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Is This The Beginning Of The End?
Here are some odds you can’t find in Las Vegas: There is a better-than-even chance, in my opinion, that U.S. …
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How Now, Sacred Cow? Tax Rules To Beef About
Finding goofy rules in the tax code is a game everyone can play. Sure, there are plenty of ways the …
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