Blackman

Recognize that often your CPA's (or any other professional advisor's) ability to help you is more a matter of experience than knowledge.

Computer programs suggest various tax strategies to reduce (but not eliminate) a large estate tax liability.

Never can a stroke, cancer or a heart attack be anything but bad news. But hallelujah! Survive for five years and your life expectancy statistically is probably (wish “probably” was not necessary) the same as the general population of Americans.

Of the thousands of estate plans I have reviewed over my 46-plus years of practice, almost all of them — even the well drawn plans — fall into the trap of traditional estate planning...