Tag Archives: Financial Planning
April 22, 2013 Advance Health Care Directives
Tagged Durable Power of Attorney, Financial Planning, Health Care, Health Care Proxy, Living Will
I recently learned that April is Parkinson’s Awareness Month. As many of us know, Parkinson’s disease (PD) is a progressive disorder of the nervous system that affects one’s movement. According to the Parkinson’s Disease Foundation, an estimated seven to 10 million people worldwide live with[...]
February 21, 2013 Identity Theft
We have all heard stories about it and hoped that we would not be the next victim. Many of us even have friends or family members who have been impacted by this serious crime. Although it happens to hundreds if not thousands of people each day and more than a million people each year, we continue te[...]
August 3, 2012 Estate Tax Changes and Dynasty Trusts
As members of Congress debate a possible extension of the tax cuts enacted under President George W. Bush, one major point of contention between the two sides is the future of the estate tax. The 2010 Tax Relief Act increased the estate, lifetime gift, and generation skipping tax exemption from $1 m[...]