Monthly Archives: January 2017

A Few Words on Inheritance…


I thought that I’d share a few quotes and thoughts on inheritance. I find myself in this boat at present. Despite having been named executor of my mother’s estate in her will and my many years of having administered estates … Continue reading

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The Intersection of Estate Tax Apportionment and Blended Families: A Legal Thriller!


Facts: Novelist Tom Clancy died on October 1, 2013, survived by his second wife, Alexandra, their minor daughter, and four adult children of his first marriage. On October 10, 2013, his estate was opened; and Clancy’s last will and testament, … Continue reading

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Listening-are you good at it?


I was thinking about listening, true reflective, empathic listening, and wanted to share a few quotes and thoughts on the subject. While I’ve always considered myself to be a good and nonjudgmental listener, having done it professionally as an estate planning … Continue reading

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A Few Words About Death…


Here are a few interesting quotes about death and some thoughts about it: “To know you’re going to die, and to be prepared for it at any time. That’s better. That way you can actually be more involved in your … Continue reading

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A Few Words About Advice…


I was reviewing some of my quotes collection after having recently received another book of quotes, which I love. I’m going to focus some attention on the following quotes about advice: “There is nothing which we receive with so much … Continue reading

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Books to Consider Reading: Final Installment


While there are more books to suggest, this is the final blog post on my supplemental book list for ACCT 4154: “A part of all you earn is yours to keep. It should be not less than a tenth no … Continue reading

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Books to Consider Reading: Part Three


I’m back with a few more books from my supplemental reading list from ACCT 4154. Several of you have asked whether any of the students ever read any of these books. I can tell you that I’ve had several past … Continue reading

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Books to Consider Reading: Part Two


I’m back with more of my suggested books to consider reading from my supplemental reading list for ACCT 4154: “A son can bear with composure the death of his father, but the loss of his inheritance might drive him to … Continue reading

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Books to Consider Reading-Part One


When I taught estate and gift tax at the University of New Orleans in the accounting department many years ago, I wanted to balance that dry topic with something that would round out the students’ lives and have value past … Continue reading

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