Tom O’Rourke, an estate/tax attorney in the Washington D.C. area, says many people have estates but don’t realize it.
Washington, D.C. area tax and estate attorney Tom O’Rourke has tips for finding out the state of your estate, and planning for the future.
Because of the 2017 tax law, many were surprised to learn that it no longer paid to itemize deductions that had been important in the past.
No matter how humble your salary, job, habits and possessions you have an estate.
Have you had your professional mid-life crisis yet? If not, this might be a good time to get it over with.
Insight by NITP, Inc. July 15, 2019 – Host Bob Leins, CPA® welcomes Marc Levine, Esquire of Handler & Levine, LLC. Who will you choose to handle your final personal affairs? Guardians, trustees, executors, powers of…
If you own a home, have a spouse, carry life insurance and invest in the Thrift Savings Plan, you probably need an estate plan.
Many long-time government workers and retirees are worth more dead than alive due to the variety of wealth they accumulate over a lifetime.
Most federal and postal TSP millionaires got that way by ignoring the ups and downs of the market despite the pre-Christmas plunge in 2018.
Hardly anybody joins the government planning to become rich but you could be well on the way to millionaire status if you meet a few key characteristics.