Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Estate Planning Checklists

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estate planning

Four Estate Planning Mistakes to Avoid

January 1, 2007

Estate Planning and tax reduction will be returning to the front burner for many people. Congress was unable to pass a permanent estate tax reduction in 2006, and the makeup of the new Congress makes permanent repeal of the estate tax unlikely. Any permanent change in the estate tax exclusion could be less generous than […]

estate planning

Eight Key Estate Planning Questions

July 1, 2005

Estate Planning is not about reducing estate taxes. That always was the case, but few people realized the importance of the non-tax factors until the 2001 tax law began the phase out of the estate tax. Every estate plan, regardless of the estate’s size, needs to address certain issues. Ignore these issues, and your heirs […]

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