Planning You Should Consider Now

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...

New FDIC Rules: Are You Protected?

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...

“Portability” of the Federal Estate

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...

Planning for the New “Zero Percent” Tax Bracket

Volume 2, Issue 2 There 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...