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Client Newsletters

Written by Derek W. Jensen   
Wednesday, 17 June 2009 20:22
Volume 2, Issue 4

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 need to modify your planning slightly to take advantage of these new rules.

FDIC
The FDIC is an independent federal agency that ensures the availability of deposited funds after a bank failure. Created in...

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Written by Derek W. Jensen   
Wednesday, 17 June 2009 20:22
Volume 2, Issue 2There was a recent change in the tax law that you might not be familiar with - yet it may entitle you to significant tax savings. Beginning January 1, 2008 and continuing through December 31, 2010 (unless extended by Congress), a zero tax rate may apply to long-term capital gain and dividend income that would otherwise be subject to the lowest federal income tax rates, 10% and 15%.


The new zero tax rate creates the opportunity for eligible individuals to sell certain...

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Written by Derek W. Jensen   
Wednesday, 17 June 2009 20:22
Volume 2, Issue 3

Included is a story from an estate planning colleague, Guy Jackson, that had a profound impact on his client - and him.Ten Dollars Worth of Flowers

Sometimes, the little that we have is more than we think. Sometimes, what it is we have can bring joy, healing, and understanding to others. Sometimes, we touch people in the smallest of ways that turn out to be profound! And, we may only learn of it much later - if at all.

Such is true of a new estate planning client who...

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Written by Derek W. Jensen   
Wednesday, 17 June 2009 20:22
Volume 3, Issue 1

These are difficult times. The "experts" now acknowledge that we are in a recession - and that we have been so for some time. Consumer confidence is low. As a result many of us are concerned, wondering what planning we should do now, if any.

For the vast majority of Americans, planning is not discretionary. These individuals continue to have - or perhaps for the first time have - personal concerns that they need to address now because these concerns are unrelated to the...

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Written by Derek W. Jensen   
Wednesday, 17 June 2009 20:22
Volume 3, Issue 2

On February 17, 2009, President Obama signed into law the $787 Billion American Recovery and Reinvestment Act of 2009 (ARRA). This new law, designed to stimulate the economy, contains numerous tax provisions that affect individuals and small businesses. This includes some provisions that may not apply to you personally, but may affect your parents, children, and/or grandchildren. The following is a summary of the key provisions for individuals and married couples....

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