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Finding A Solution For Long-Term Care
Americans are seriously misinformed about Medicare’s coverage of long-term health care. The oldest Americans – those most likely to need long term medical care – are the most misinformed. In a recent survey by Carequest, Inc., 63% of respondents age 65 and older either didn’t know or gave the wrong answer to a basic question […]
Family Limited Partnerships Considerations for Estate Planning
family limited partnerships are evolving, and people are finding more uses for them. Until recently, family limited partnerships (FLPs) were considered primarily vehicles for reducing estate and gift taxes. But these vehicles are so flexible that families are finding many practical uses for them, even when taxes aren’t an issue. You might find that they […]
Tax Breaks Increase For 2002
You’ll be able to give away more money tax free in 2002. Inflation indexing finally has pushed the annual tax-free gift amount to $11,000. The annual amount has been indexed for inflation since 1997, but adjustments are only to the nearest $1,000. Tax-free gifts can be made to anyone. You don’t need a relationship with […]
Is It Time To Buy A Second Home?
A second home appeals to many people these days. Part of the appeal is status. It is a sign of financial success. I’ve seen polls indicating that a second home is the ultimate sign of success to a majority of people. Another reason is that a second home traditionally has been a good investment. Most […]
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Build Your Own Low-Cost Stock Fund
Small investors face several hurdles when they want to purchase individual stocks instead of mutual funds. Now, there are ways to overcome many of these hurdles. New research shows you need 40-50 stocks in different sectors for a diversified portfolio. (Older research said eight to 16 stocks.) Buying that many stocks for a modest portfolio […]
Simple, Low-Cost Estate Planning Strategies To Help Grandchildren
You don’t need to be the country’s remaining high technology multi-millionaire to help your grandchildren. You don’t even need to be rich. There are many simple, low-cost ways to help, and they are tax-free. With many of these strategies, you get to see the benefits now instead of imaging how the wealth will be used […]
How to Plan Tax Savings Now for The New Year
Most people focus on income and estate tax planning at year-end. In recent visit I’ve given you advice on how to get the most from year-end planning. But I believe you can save more money and build more wealth by planning and making moves at the beginning of the year. This is the best time […]
How to avoid the Variable Life Insurance traps?
Variable life insurance can be a powerful financial tool, and this is a good time to consider using it. But it also is fraught with traps, and those traps recently were sprung on many policyholders. Here’s how to avoid those traps and know when to use variable life. In the best of circumstances, the benefits […]
