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Newsletters

Written by Derek W. Jensen   
Tuesday, 30 March 2010 15:15
Planning for LifeMarch 2010This Month's Articles:More Seniors Eligible for Big Medicare Drug SubsidyDemise of Estate Tax Could Have Serious Consequences for SpousesBook Review: Next Steps: A Practical Guide to Planning for the Best Half of Your LifeHow to Cope With Big Rate Hikes on Long-Term Care PoliciesMedigap Coverage Is ChangingMore Seniors Eligible for Big Medicare Drug SubsidyA million low-income seniors have become eligible for a big assist on prescription drug...

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Written by Derek W. Jensen   
Tuesday, 02 March 2010 08:48
With lingering uncertainty as to the economy and the federal estate tax, many clients - and their advisors - are wondering what planning they should do now, if any. No one can predict how quickly we will experience an economic turnaround or whether Congress will act on the estate tax. However, there are many non-tax reasons why clients should plan today, irrespective of the economy or their estate tax. And for those clients who may be subject to estate tax, we know that it is generally better...

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Written by Derek W. Jensen   
Tuesday, 16 February 2010 08:25
Planning for LifeFebruary 2010This Month's Articles:Congress Lets Estate Tax Expire, But May Act RetroactivelyThings to Remember at Tax TimeBook Review: The Complete Eldercare Planner To Roth or Not to Roth? Avoiding Expensive Funerals Congress Lets Estate Tax Expire, But May Act RetroactivelyWith Senate Democrats unable to persuade Republicans to extend the 2009 estate tax law for even a couple of months until a more permanent solution could be devised, there is currently...

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Written by Derek W. Jensen   
Monday, 01 February 2010 20:03
In the last issue of The Wealth Counselor, we examined the (for 2010 only) repeal of the estate tax and suspension of the generation-skipping transfer (GST) tax under the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) and the resulting need to review existing estate plans to ensure that they continue to meet the client's goals and objectives. This issue of The Wealth Counselor looks at the other provisions of the Internal Revenue Code (IRC) that apply only to estates of...

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Written by Derek W. Jensen   
Friday, 22 January 2010 13:17
Planning for LifeJanuary 2010This Month's Articles:Online Retirement Planning Calculators Measure Risk Poorly, Study FindsBank Pays Price for Refusing to Honor Request Made Under a Power of AttorneyBOOK REVIEW: How to Care for Aging ParentsFinancial Crisis Affects Prepaid 529 PlansPre-Paid Funeral Plans: Buyer BewareOnline Retirement Planning Calculators Measure Risk Poorly, Study FindsIf you are retired or are nearing retirement, the main questions on your mind are probably "Will I...

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