by Christine | Jul 29, 2013 | Uncategorized |
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by Christine | Jul 29, 2013 | Elder Law, Estate Planning, Inheritance |
"The Center on Wealth and Philanthropy at Boston College estimates that baby boomers and their offspring could inherit as much as $27 trillion over the next four decades, with the progeny of the wealthiest pocketing much of the windfall," The Wall Street...
by Christine | Jul 26, 2013 | Estate Planning, Family Business, Small Business, Succession Planning |
At the most recent meeting of the She Owns It business group, the owners discussed succession planning. The topic is of particular interest to Susan Parker, owner of Bari Jay. She and her sister, Erica Rosenfeld inherited Bari Jay from their father, Bruce Cohen, who...
by Christine | Jul 25, 2013 | Estate Planning, LIfe Insurance, Trusts |
Are the proceeds of life insurance policies owned first by a taxpayer’s wife and then owned by a family trust, includible in a taxpayer’s gross estate? The estate tax is currently set at a generous level, with married couples able to protect up to $10.5 million...
by Christine | Jul 24, 2013 | Elder Law, Long Term Care, Retirement Planning |
Long-Term Care, LTC, planning is one aspect of retirement planning that many people overlook. They don't want to cover the additional expense of LTC policies, and find it difficult to plan for care that they might not need for years down the road. Before becoming...
