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Apr
Understanding the Significance of Trusts
This issue of The Wealth Advisor addresses a topic that is important to many Americans yet is sometimes misunderstood - trusts. In the right circumstances, trusts can provide significant advantages to those who utilize them, particularly in protecting trust assets from the...
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Apr
New FDIC Rules: Are You Protected?
With the rash of bank failures, you may wonder whether - and to what extent – the FDIC (Federal Deposit Insurance Corporation) will protect your bank accounts. Fortunately, new rules from the FDIC clarify how you can ensure maximum FDIC insurance coverage. You may nee...
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Apr
The Debt Ceiling Debate and the Estate Tax, Pets, Guns, and Alimony…What Could They Possibly Have in Common?
The Debt Ceiling Debate and the Estate Tax, Pets, Guns, and Alimony…What Could They Possibly Have in Common? Actually, they do have something very important in common: your estate plan. In this issue of The Wealth Advisor, we will look at what the recent debt ceiling debat...
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Apr
An Introduction to Asset Protection Planning
Almost everyone knows someone who had a problem and lost everything. Claims can, for example, allege professional liability, responsibility for a car accident, or unpaid creditors. Whether meritorious or not, defense can be enormously costly. With our litigious society, with limi...
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Apr
The Door Is Closing – Unique Gift and Estate Planning Opportunities in 2012
2012 is truly an exceptional year to do estate planning. The estate, gift, income and generation skipping transfer (GST) tax laws are the most favorable to taxpayers since the 1940s, or possibly ever, and are scheduled to become far less favorable in 2013. That gives taxpayers li...
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Apr
New Law Creates Exciting Planning Opportunities
The purpose of this newsletter is to inform you of changes in the law and to provide planning information and general financial news. These newsletters also give me a chance to share new techniques to enhance your planning, as well as to help you to stay current with tactics desi...
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Apr
Planning for Disability
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as we'll see below, the statistics are clear that we should all plan for at least a temporary disability. This issue of The Wealth Advisor examines the eye-opening...
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