Tag Archives: President Obama estate

Top 7 Costly Estate Planning Mistakes and How To Avoid Them

1. Where There Is A “Will” Is There Is A Way? The biggest mistake is the failure to plan, having the wrong plan or even having an outdated plan. Everyone can benefit from a will or some other form of

Estate tax future unclear

Many commentators do not believe that a permanent fix for the federal tax will emerge anytime soon.

A perfect storm for gifting…

Every storm eventually comes to an end...Now is the time to gift.

Obama to Keep 2009 Estate Tax Level

President Obama wants to freeze the current estate tax level to $3.5 million which is the estate tax exemption amount for 2009.