Fiscal Cliff? Beware Of Estate Taxes!

Will the Bush-era tax lawsexpire after December 31, 2012? To expire or not to expire, that is thequestion. When it comes to the “default”2013 estate tax, some 12.5% of U.S. households may come under the estate taxaxe, according to new analysis by LIMRA. These numbers were picked up...

Annual Maintenance Keeps Your Estate Plan "Like New"

An estate plan is a livingdocument. It has to be. After all, you’re a living person. Unfortunately, Congress and theWhite House are constantly shifting. As a result, your estate plan must adapt,improvise and overcome. For wealthy families in particular, many of theirestate plans are simply out...

Have Financial Moves Like Romney

All politics aside, the presenceof an individual as financially savvy as Mitt Romney atop the Presidentialdebate stage brings some important estate planning lessons into the publicview. Not least amongst them is the “Intentionally Defective Grantor Trust” andthe acronym-turned-message, “I...

Charitable Giving – Staying Under the Radar Screen

Most charitable givers do notgive for the attention they will receive as a result. In fact, most of themeschew attention because it tends to only invite more uninvited “attention” forfurther generosity. Whatever your reason, considertaking steps to ensure your own anonymity even as you go...

Family Business Non-Succession?

Succession of the familybusiness can be a fairly difficult transition for just about everyone involved.This can be especially true for the heir apparent. What happens when the heirpulls away or even outright rejects the business? Well, the transition getstougher still.If you are a family...
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