Tag Archives | 2011 Tax Planning numbers

Transfer on Death Designation

Building an Estate Planning Toolkit: The Transfer on Death Designation – TOD

In addition to wills and trusts, there are many tools available to you in developing an estate plan. While different tools are appropriate for different asset classes, family structures, and goals, it is important to know about the possibilities.  In this article, I’ll focus on the Transfer on Death, or TOD, designation, which can help […]

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Health Insurance Reform

Summarization of the Health Insurance Reforms Scheduled to Take Effect in 2011

Summarization of the Health Insurance Reforms Scheduled to Take Effect in 2011 The Patient Protection and Affordable Care Act (PPACA), signed into law in 2010, makes significant changes to our health care delivery system. Some of these reforms took effect in 2010 while many others take place in 2011. The following is a brief description […]

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2011 Key Tax Planning Numbers pic

2011 Key Tax Planning Numbers

Here are your  2011 Key Tax Planning Numbers to get a head start on the new year.  This piece lists key figures for 2010 and 2011 in the following planning areas: Individual income tax planning Investment planning Education planning Retirement planning Business planning Estate planning Protection planning Government benefits See Your 2011 Key Planning Numbers

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