estate planning

  • 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

  • Estate tax law changes

    Host Bob Leins welcomes Marc Levine, Esquire, to give an overview of estate tax law changes on the Federal level, as well as more detailed updates for DC and MD, and general updates for the rest of the country.

  • The state of your estate

    Regardless of what your life mate may think, Senior Correspondent Mike Causey says the odds are you’re worth a lot more than you think.

  • Estate planning: Where do you start?

    Are you worth a lot more than you think? Do you have an estate plan? If not, how do you set one up? Find out this week when Washington attorney Tom O’Rourke joins host Mike Causey on Your Turn. October 25, 2017

  • Is there a buyout (or a layoff) in your future?

    What should you do if you lose your job and don’t receive severance pay or a buyout? Find out when estate planner Tom O’Rourke joins host Mike Causey on this week’s Your Turn. August 30, 2017