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Client Newsletters

Tuesday, 20 November 2012 11:05
Does it seem like you are hearing more about estate planning lately? Well, you probably are. The financial press and estate planning professionals (lawyers, CPAs and financial advisors) have all been working hard to get the word out that people need to act before the end of the year to take advantage of an unprecedented, and perhaps even historic, opportunity in estate planning.



It’s a simple message, but one with tremendous impact: For the rest of 2012 only, which is quickly coming to a...

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Monday, 17 January 2011 11:22
On December 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the "2010 Tax Act"). In a nutshell, it did five things: extended current unemployment benefits to 99 weeks, extended current income tax rates (the Bush tax cuts) for all taxpayers for two more years, made significant changes to the estate tax applicable to those dying in 2010, 2011, or 2012, modified the gift tax for 2011 and 2012, and modified the...

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Saturday, 17 April 2010 09:58
With the current economy and uncertainty about the federal estate tax, many people are finding themselves sitting on the fence, wondering if they should do any estate planning now, or if they should wait. You may be surprised to know that there are many non-tax reasons to plan your estate that have nothing to do with the economy or estate taxes. And if your estate may be subject to estate taxes in the future, this year can be a perfect time for many people to plan, specifically because of...

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Wednesday, 31 March 2010 09:47
What a mess Congress has created! We are now in a year where there is no federal estate tax - but hold the cheers. Congress has substituted another method of taxation that will collect more taxes from many of our clients and families than the estate tax. Additionally, as has been reported in the local and national media, including the Wall Street Journal and New York Times1, these changes will, for some, greatly alter the planned for and anticipated distributions among family members and...

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Monday, 09 November 2009 00:00
Wealth Advisor - Volume 3, Issue 4
Now is the time to update your existing estate plan, or proceed with implementing a comprehensive estate plan. Why? First, we now know with certainty that the federal estate tax is not going away, and thus we should establish a plan that avoids or at least minimize this voluntary tax.

More importantly, if you don't you just might end up like the host of celebrities who have made the headlines recently because they either had no estate planning or...

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