by Christine | Dec 21, 2011 | Estate Planning |
Although several states allow same-sex couples to marry, they still face unique planning challenges Heads up, if you are an unmarried co-habitant (same-sex or opposite-sex)! Regardless whether you share a home, children, and assets you can be no more than...
by Christine | Dec 20, 2011 | Estate Planning |
70% of intergenerational wealth transfers fail, according to research conducted on over 3,250 families who transferred wealth. That is, inherited wealth is dissipated by the heirs at this stunningly high rate. It’s an international phenomenon. A new and...
by Christine | Dec 19, 2011 | Estate Planning |
Make estate planning part of your New Year’s resolutions. Time has almost expired for 2011. So, with the exception of a few last minute gifts and end-of-year financial transactions, that usually means relaxing with eggnog and, a bit later, champagne. Of course, it...
by Christine | Dec 15, 2011 | Charitable Giving, Estate Planning |
Is using a third party a better way to donate your charitable dollars? There has been a lot of interest this year in “donor-advised funds (DAF),” as a savvy tool for charitable giving. As we head further into the season of giving (and, with it, year-end tax planning),...
by Christine | Dec 12, 2011 | Estate Planning, Individual Retirement Accounts (IRA), Tax Planning |
A larger share of people's savings is winding up in IRAs—even as estate-tax rules are getting trickier and the markets are growing more volatile. All of this is making life more complicated for widows and widowers, and could cause them to make significant mistakes...
by Christine | Dec 9, 2011 | Estate Planning, Tax Planning |
Epic failure in Washington is causing epic uncertainty for taxpayers. Recently Congress's special 12-member deficit-cutting committee failed to agree on even a broad outline for addressing the U.S.'s fiscal woes. It marked the third year in a row that...
