The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50. 

Maybe you could benefit from some help understanding how the laws work for Social Security, Medicare, and Estate Planning. Gregory is hosting some events in July that can answer your questions. The best news is: these events are of no cost to you!

Our restaurant of the week is Avenue Pub. The craft beer and craft whiskey European style pub on St Charles in the Lower Garden District is adapting well to post pandemic life.

The IRS leak of the richest Americans' tax returns shows some great ideas on minimizing taxes.

Life insurance starts out as a way to make sure your family is OK if you die too soon, and as you get older, it can be a powerful tool for tax efficiency.

Nelson in New Orleans asks if he can convert money in his qualified accounts into a Roth?

GUEST: Wes Blanchard, Estate Planning Attorney 
These Estate Planning events fill up fast
Wes covers a little bit of everything at the events: wills, trusts, poas, and explaining the succession process a little more

Space Race
Would you recommend updating your will before you get shot into space? It sounds like a "lost at sea" issue for the 21st century.

Running an estate from another State
Having a succession plan that crosses state lines adds a little complexity, but is doable.

Charlie in Albany is paying off his house, and wants to know what he should do with the monthly income this frees up?

Don in Covington wants more financial help. Should he go to an event or schedule a meeting?

Learn backdoor ways to get more money into Roth accounts. Your future taxes will thank you.