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Tag: FPA of San Francisco

The Death Tax is Dead

Michael Kitces, presenting at the FPA of San Francisco this past week, unleashed a number that knocked my socks off. He said that the number of estates paying the estate tax in a typical year under our current estate tax regime is in the neighborhood of three to four thousand. […]

Everyone has a Financial Life

After some much needed time off, I’m back and, right off the bat, find myself wanting to write about something that came up during San Francisco’s Financial Planning Day, which happened on the 20th of last month (hello November! — it used to seem like you were a million miles […]