10 Things To Do Before the End of This Year

by | Dec 12, 2012 | Asset Protection, Beneficiaries, Estate Plan Maintenance, Estate Planning for Families, Gift Tax Exemption, Life Insurance, Living Will, Long-Term Care, Tax Planning, Trusts, Wills

The end of the year will be here before we know it. But there is still time to meet some major estate planning goals. Here are ten things to do before the end of 2012.   1. Have your estate planning done. Set the end of the year as your deadline to finally get...

Take Advantage of the Gift Tax Exemption

by | Oct 4, 2012 | Gift Tax Exemption

Take Advantage of the $5.12 Million Dollar Gift Tax Exemption . . . Before it’s too late.  There has been a lot of media coverage about the Bush tax cuts that are set to expire on December 31, 2012 and whether they will be extended for all taxpayers or if they...