Analysis keeps pouring in about how estate planning has been affected by the recent deal in Washington to avoid the Fiscal Cliff. Rather than re-write…
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The fiscal cliff deal had a surprising result. It actually solved a problem. All of the uncertainty surrounding the estate tax over the last few…
Comments closedI am very relieved to find out that the bill just passed by Congress to avert the fiscal cliff finally dealt with the federal estate…
Leave a CommentWith all of the talk about the so-called “fiscal cliff”, I feel as if the long-term issues that we face as a county are not…
Leave a CommentI often counsel clients on the importance of making sure that the documents they spend money to create are of little use if nobody can find them. The same is true with your digital information. If the person whom you designate as your attorney-in-fact (which is the name for someone exercising powers under a power of attorney) is unable to access your online accounts, the power of attorney might not be very helpful.
Leave a CommentThe IRS has released a draft of the new estate tax form.
Comments closedFrom the Washington Post via the Seattle Times comes a great article on the very basics of long-term investing.
Leave a CommentEstate planning issues do not just affect the wealthy. Caring for kids and the control of money for this kids is important to consider in an estate plan.
Comments closedI am glad to finally hear rumors that the federal estate tax will be dealt with this year by Congress. Back in 2001, Congress passed…
Comments closedPlanning for the possibility of incapacity and the certainty of passing away is an uncomfortable topic for most people. However, failure to plan for these events can sometimes lead to unintended financial outcomes, family tension and many other negative and sometimes heartbreaking consequences. While the strategies may vary, estate planning is important for everyone no matter the size or complexity of the estate.
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