estate planning

  • Are you sleeping with a millionaire?

    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.

  • What’s your planning, investing end game?

    As more companies scale-back or more often eliminate retirement plans for their workers, the government’s benefits package looks better and better to many private sector employees. But all comparisons are relative.

  • Prepping for the final shutdown

    This week’s Your Turn guest is estate attorney Tom O’Rourke, a former IRS attorney who now works exclusively on things such as wills, powers-of-attorney, medical directives and trusts, which some would say most people should have.

  • Estate Planning for Women

    Host Bob Leins, CPA® welcomes Anne Sullivan, Esquire, and Lacey Yegen, Esquire of Handler & Levine, LLC.  Our discussion will focus on factors that make Estate Planning for women unique.  We will also describe the Estate Planning documents that every person needs and explain how planning can change over time based on your relationships and stage in life.

  • Strategies to grow your retirement nest egg

    Estate planner Thomas O’Rourke joins host Mike Causey on this week’s Your Turn to discuss the best strategies for maximizing the amount of money you have in retirement, including how to prep for retirement and the advantages of both the traditional TSP and the Roth TSP. October 31, 2018

  • A million-dollar annuity: Can you afford it?

    Few people have enough money to purchase a decent annuity but federal workers who contribute to their FERS and CCSRS plans get guaranteed lifetime income and can also provide a survivor annuity.

  • Revocable Trusts: What are they? And why does everybody say I need one?

    Join our host, Bob Leins, CPA® as he welcomes Marc Levine, Esquire, to talk about revocable trusts.

  • Estate planners: Are you richer than you think?

    A secure financial future is even more likely if you know where you are now and where you are heading, as you get closer to that magic time when you could retire.

  • Estate plan candidate: You may be richer than you think

    Having a secure financial future is even more likely if you know where you are now and where you are heading, as you get closer to that magic time when you could retire.

  • The 2017 Tax Act: How does it affect you?

    How does the 2017 Tax Act affect your tax and estate plan? Find out when Washington area estate tax attorney Thomas O’Rourke joins host Mike Causey on this week’s Your Turn. February 14, 2018