Resources
What About Me?
An often-overlooked part of estate planning is planning for mental disability. Many of us have been in the uncomfortable position of having to take care of a relative or friend who can’t handle his or her financial affairs anymore. It could happen to you one day. Continue Reading >>
Is It Gone? The Non-Repeal of the Estate Tax
So, it’s finally happened. After years of fighting opposition in Congress and a Presidential veto, the estate tax has been repealed. On June 7, 2001, President Bush signed the Economic Growth and Tax Relief Reconciliation Act of 2001, called EGTRRA (pronounced “Egg Tray”). Continue Reading >>
Real World, or Dream World?
Making a realistic plan for your future is the best thing you can do right now, says Jon Graft. Here he explains the steps you can take to make things work out the way you want. Continue Reading >>