by Christine | Jun 14, 2012 | Estate Planning |
Beneficial estate and gift tax provisions are set to expire at the end of this year. Here's what to expect. If you’ve been planning your estate, then you’re no stranger to the ominous feeling of waiting for Congress to act on the tax front. The clock is ticking....
by Christine | Jun 13, 2012 | Estate Planning, Gift, Stock |
If you want to give a high-school or college graduate a gift with a big financial impact, go beyond writing a check. Giving the gift of investing—with individual stocks, bonds or investment accounts and even some financial planning—will help a young adult get started...
by Christine | Jun 12, 2012 | Estate Planning, Inheritance, Trusts |
F. Scott Fitzgerald observed that the rich are different, but that does not mean an heiress can adopt her 65-year-old ex-husband to increase her family's claim to a billion dollar inheritance. You can pick your husband and, if you adopt, you can even pick your...
by Christine | Jun 8, 2012 | Estate Planning, Farms, Succession Planning |
So, you are ready to retire. You’ve worked hard for many years and you now look forward to spending time with grandchildren, fishing, golf or taking that long-delayed trip to Hawaii. However, there are just a couple problems that may need to be resolved. First, who...
by Christine | Jun 7, 2012 | Estate Planning, Gift Tax, Interfamily Loans |
With the government's $5.12 million gift-tax exemption set to fall to $1 million at year-end, more families are using the current leeway to do some financial housekeeping, experts say. The clock is winding down on the first half of 2012 – the “Year of...
by Christine | Jun 6, 2012 | Asset Protection, Estate Planning, Trusts |
Executive-liability insurance is often the first line of financial defense for executives and directors caught up in litigation such as investor lawsuits. For others without such coverage, asset-protection trusts are the way many insulate their wealth from claims....
