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What is a Life Well-Lived?

What is a Life Well-Lived?

During the past two and a half months of lockdown, I’ve had a fair amount of time while walking the neighborhood or taking breaks from working at home to ponder life, and I’ve come to some interesting realizations. Here in Hawaii we’ve been fortunate...
THE SECURE ACT: Big Changes to IRA and 401k Rules

THE SECURE ACT: Big Changes to IRA and 401k Rules

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law by President Trump. The SECURE Act makes some really big changes to the way that retirement accounts must be distributed—especially after the original...
INTERNATIONAL ESTATE PLANNING: NON-CITIZEN SPOUSE

INTERNATIONAL ESTATE PLANNING: NON-CITIZEN SPOUSE

Last month I wrote my column on the basics of International Estate Planning. I explained the definitions of US Citizen, Non-resident Alien, and Resident Alien. The definition of a Resident Alien is different for Income Tax purposes than it is for Gift and Estate Tax...