Estate Planning in October 2012

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Recent Blogs
  • Time to Sell?

    this interesting article noting that many financial advisors are recommending that their wealthy clients sell their businesses by the end of 2012 to avoid tax hits in 2013. As we approach the exp ... Read more

  • Inheriting in Trust

    this interesting story about Whitney Houston’s daughter. The famed pop star’s daughter is set to inherit a large fortune from her late mother’s estate, but some of the daughter& ... Read more

  • Roth IRAs: Good for All Ages

    this article recommending that parents set up a Roth IRA for their teenage children. Good idea: it’s never too soon to help your family, loved ones, or friends get a jump on saving for thei ... Read more

  • Final Boarding Call: Estate Planning in 2012

    The WSJ has this helpful article reminding folks to get their estate plans in order, especially for families with $1 to 5 million+ in assets. As we ring in the new year in a few short m ... Read more