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From Wall Street Journal: Stayin’ Alive: How to Cheat The Estate Tax, by Tom Herman:
The Obama Plan. Sen. Obama proposes a $3.5 million exclusion in 2009 and thereafter, with a top rate at 45%. His plan will “fully repeal the estate tax for 99.7% of households,” says Jason Furman, Sen. Obama’s economic policy director. “He [...]
By Parag P. Patel, Esq.www.patellawoffices.com
During our lifetime, most of us strive to create and build upon our net worth. We generate savings, purchase a home, and eventually invest in stocks, bonds, mutual funds, IRAs and retirement plans. Unfortunately, most of us risk losing an unnecessarily large amount of these assets by failing to plan to [...]
This initial estate planning questionnaire is presented in a narrative form. The detailed explanations and the space provided for answers are designed to garner more complete and helpful information than would be afforded by merely filling in blanks.
ESTATE PLANNING REVIEW
FOR
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The purpose of this questionnaireYour lawyer will use the information you provide in thisquestionnaire:1. To help [...]