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Tag: President Obama estate

Top 7 Costly Estate Planning Mistakes and How To Avoid Them

17 February, 2012

1. Where There Is A “Will” Is There Is A Way? The biggest mistake is the failure to plan, having the wrong plan or even having an outdated plan. Everyone can benefit from a will

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Estate tax future unclear

13 October, 2009

Many commentators do not believe that a permanent fix for the federal tax will emerge anytime soon.

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A perfect storm for gifting…

11 April, 2009

Every storm eventually comes to an end...Now is the time to gift.

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Obama to Keep 2009 Estate Tax Level

28 January, 2009

President Obama wants to freeze the current estate tax level to $3.5 million which is the estate tax exemption amount for 2009.

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