Planning for Disability

Volume 1, Issue 2 No one likes to think about the possibility of their own disability or the disability of a loved one. However, as we’ll see below, the statistics are clear that we should all plan for at least a temporary disability. This issue of The Wealth...

New Law Creates Exciting Planning Opportunities

Volume 1, Issue 1 The purpose of this newsletter is to inform you of changes in the law and to provide planning information and general financial news. These newsletters also give me a chance to share new techniques to enhance your planning, as well as to help you to...

Understanding the Significance of Trusts

Volume 1, Issue 3 This issue of The Wealth Advisor addresses a topic that is important to many Americans yet is sometimes misunderstood – trusts. In the right circumstances, trusts can provide significant advantages to those who utilize them, particularly in...

Planning for Pets

Volume 2, Issue 1 For many pet owners, pets are members of the family. These individuals often say that if something happens to them, they are more concerned with what will happen to their pets than to their children or spouse. This issue of The Wealth Advisor...

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...

“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...