estate planning

  • Where there’s a will isn’t always the way!

    Tom O’Rourke, an estate/tax attorney in the Washington D.C. area, says many people have estates but don’t realize it.

  • Your bigger-than-you-think-estate

    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.

  • 2020 taxes, your TSP, mortgage and health premiums

    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.

  • What’s the state of your estate?

    No matter how humble your salary, job, habits and possessions you have an estate.

  • Summer special: Perform your own (financial) autopsy

    Have you had your professional mid-life crisis yet? If not, this might be a good time to get it over with.

  • Estate Planning – Who to Choose and Why

    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…

  • You’re richer than you think, so think estate plan

    If you own a home, have a spouse, carry life insurance and invest in the Thrift Savings Plan, you probably need an estate plan.

  • Are you worth more dead or alive?

    Many long-time government workers and retirees are worth more dead than alive due to the variety of wealth they accumulate over a lifetime.

  • Managing your inner millionaire

    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.

  • 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.