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October 11th, 2010

Who Are Estate Planners and What Do They Do?

(Estate Planners) - The term "estate planner" is actually a rather broad term. In many cases, estate planners are attorneys. However, in other cases, there are financial advisors, insurance planners, and even CPAs who refer to themselves as estate planners. The type of estate planner needed is primarily determined by what you are trying to accomplish, as well as your specific situation and needs. If you are thinking about estate planning and don't

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September 21st, 2010

Wealth Transfer

(Estate Planners) - As political change sweeps through Washington, D.C., the future of the Estate Tax is far from settled. Under the current law, the tax on the value of your estate declines to zero in 2010, but is scheduled to reappear with a vengeance in 2011 with rates as high as 55% and hitting estates as small as $1 million. Subsequent modifications between now and January 1, 2011, by Congress and the President Obama are likely

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