Will We Get a Two Year Extention?

Something interesting happened today. The Senate passed a paygo or pay-as-you-go bill. The purpose of this legislation is to force some fiscal discipline on the legislative and executive branch. Although that sounds like a good idea, the legislation was only passed as...

Client Letter on Estate Tax Planning in 2010

Dear Client, What a mess Congress has created! We are now in a year where there is no federal estate tax – but hold the cheers.┬áCongress has substituted another method of taxation that will collect more taxes from many of our clients and families than the estate...

Planning for Life | January 2010

Planning for Life January 2010 This Month’s Articles: Online Retirement Planning Calculators Measure Risk Poorly, Study Finds Bank Pays Price for Refusing to Honor Request Made Under a Power of Attorney BOOK REVIEW: How to Care for Aging Parents Financial Crisis...

Planning for Life | December 2009

Planning for Life December 2009 This Month’s Articles: Medicare’s Open Enrollment Season Has Begun The Effects of Health Care Reform on Long-Term Care Book Review: The Boomer’s Guide to Aging Parents End-of-Year Tax Planning Considerations No Change...