Estate Tax in Flux - Still
Well the federal estate tax is gone. However, it is not forgotten. Rep. Sander Levin (D-MI), the new Chairman of the House Ways and Means Committee, discussed the issues he expects to come before the committee in the coming year. The Hill reported: &...
Read More posted by: on: Mar 25, 2010 @ 09:45
Estate Tax in Flux
No one thought it would come to this, but it appears that the estate tax will expire on Jan. 1, 2010. The details, some speculation and some explanation ot the effects are contained in this Washington Post article.
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Read More posted by: on: Dec 21, 2009 @ 02:22
New Website Launched
I am happy to announce that my site revision is now active. Please let me know what you thing of it....
Read More posted by: on: Nov 10, 2009 @ 04:05
Estate & Gift Taxes 2009
Senator Max Baucus, Senate Finance Committee Finance Chairman discussed estate and gift taxes and health care reform, as reported by NU Online News Service.http://www.propertyandcasualtyinsurancenews.com/cms/nupc/Breaking%20News/2008/12/12-BAUCUS-ap...
Read More posted by: on: Dec 13, 2008 @ 07:27
Outliving Assets
A new Ernst & Young, LLP study concludes that nearly 3 out of 5 middle-class new retirees will have to reduce their standard of living (on average by 24%) in order to not outlive their financial assets.http://www.paycheckforlife.org/uploads/2008_E_Y_RRA.pdf...
Read More posted by: on: Jul 25, 2008 @ 02:10
Succession Plans
A study sponsored by U.S. Trust, Bank of America Private Wealth Management has found that while many high worth business owners have succession plans, they are not implementing the plans. The study stated: ''Most family business owners do have basic succession, trust and estate plans; however, too o...
Read More posted by: on: Jun 14, 2008 @ 09:05
Passwords
It is a good idea to make a list of your various online account login names and passwords and ensure that your family members, executors, trustees, agents, attorneys in fact, etc. know where the list is so that they can access the accounts if something happens to you....
Read More posted by: on: Nov 12, 2007 @ 03:10
Your Estate, Your Way
I am concerned about the problems that disability can cause one's family or friends. Statistics indicate that a person is likely to become seriously disabled or incapacitated for some period of time at least once during his lifetime.Serious health care decisions are difficult to make. Now,...
Read More posted by: on: Jul 27, 2007 @ 10:01
Age Tsunami
The leading edge of the baby boomers (those born between 1946-1965) is reaching age 65 and will cause huge changes in consumer patterns, and social economic needs from those of senior patterns of the past. A new Brookings Institute "Mapping the Growth of Older America: Seniors nad Boomers in t...
Read More posted by: on: Jul 27, 2007 @ 07:58
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