Media & Press
Over the years, I have been featured in national publications and podcasts, sharing insights on estate planning, retirement, tax planning, and wealth transfer. Here is a curated list of my media appearances.
What happens to your money if you don’t have a plan. Decoding Retirement, December 15, 2025.
New Retirement Rule Forces Some Americans To Pay Taxes Up Front. Newsweek, April 2, 2026.
How to Lower Your Income with Last-Minute IRA Contributions. Money, March 11, 2026.
Why IRS tax refunds after death can take over a year and what to do. USA Today, February 20, 2026.
Estate planning basics: What to know before you set up your will. Yahoo Finance, December 20, 2025.
Think about what will happen to your pets after you’re gone. TheStreet, September 25, 2025.
5 Things You Can Still Do Now To Minimize Your 2025 Tax Bill. GOBankingRates, November 18, 2024.
What Is Medicare Tax? Definition, How It Works. NerdWallet, November 22, 2023.
Generational wealth explained: What it is and how experts say you can work to build and protect it. Fortune, December 14, 2022.
A financial guide: Helping your child with a disability become a financially secure adult. CreditCards.com, October 14, 2021.
Dividing Your Assets in a Gray Divorce. Kiplinger, August 2, 2018.
Update Estate Plans in Light of New Tax Law. Kiplinger, April 28, 2018.