How to Help Professional Athletes Make Their Money Last When They Retire

Sharon L. Klein |
Wealth Planning
Irresistible in attack. Multi sports collage about basketball, American football players and fit running woman. Conceptual photo with running athletes in motion or movement at stadium with sand, smoke

This article was recently published in the July 23, 2021 issue of MarketWatch. In it, Sharon Klein shares her insights on why many professional football players, and athletes in general, don’t enjoy the long-term financial stability of their dreams. While athletes are making more money than ever, they can be financially vulnerable, potentially depriving them of a secure, long-term financial future.

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Estate Planning for the Modern Family: Why Trusts Still Matter

Sharon L. Klein |
Wealth Planning
Multi racial step family preparing for barbecued lunch in garden, bonding, togetherness, food and drink

For nontraditional families, planning remains more important than ever.Planning for same-sex marriage and strategies for “nontraditional” and blended families are explored.Advances in reproductive technology are creating once unimaginable questions regarding inheritance rights and have given rise to a new area of law: posthumous birth laws.

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Preparing for the Wave of Tax Law Change

Cailin MacLean and Thomas Kelley, CPA, CFP®, AEP® |
Wealth Planning

With potential tax law changes on the horizon, now is a good time to be certain you are informed and prepared.As fiscal stimulus and relief plans continue, Congress and the presidential administration have given guidance on how the revenue needs will be met.With highly anticipated potential tax law changes on the horizon, it may be wise to review proposals that could affect your future planning.As of May 28, 2021, the Dept.

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