Tag Archives: estate tax
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Free Money: Take Back Your Unclaimed Funds

by on 12:44 pm in Unclaimed Funds

What is Unclaimed Property? You may not realize it, but you might have lost some of your money without even knowing about it. Sound unbelievable? Actually, it’s not: Many people have unclaimed funds, also known as unclaimed property, from all kinds of places, such as dividends or payroll checks, product refunds, traveler’s checks, old savings [...]

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Powerful steps

Powerful Steps for Any Investor: From IRA Rollovers to Financial Planning

by on 6:20 pm in Individual Investors

Congratulations! By reading this article you’re taking an important step in your financial life, one that your future self will probably thank you for in twenty years. In helping clients, I’ve found that there are many unique issues that people face every day, but there are also a lot of situations that apply to most [...]

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IRA Contribution1

There’s Still Time to Contribute to an IRA for 2010

by on 2:51 pm in Retirement Planning

 There’s still time to make a regular IRA contribution for 2010! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2010 ($6,000 if you were age 50 by December 31, 2010). Normally, your tax return must be filed by April 15. However, the IRS has extended [...]

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options

Covered Call Options: Simply Understood

by on 12:51 pm in Covered Call Options

Have you accumulated a significant position in a single company’s stock, either through your employer or a major investment? Have you been considering ways to diversify your holdings away from one of your big winners? Are you seeking to retire soon and looking to reallocate large equity positions in your retirement or other brokerage accounts? [...]

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Transfer on Death Designation

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

by on 8:12 pm in Estate Planning

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

by on 7:28 pm in Health Insurance Reform

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

by on 5:28 pm in Estate Planning

  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 [...]

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Uncle Sam

The New Estate Tax Rules: Your Plan for 2011

by on 4:27 pm in Estate Planning

Congress approved a new Estate Tax law last Thursday, December 17 2010 after nearly a year of speculation about its future. The new rules provide for a $5 million dollar exemption with a top tax-rate of 35%. This is obviously a far cry from the $1 million dollar exemption and 55% maximum rate originally scheduled [...]

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