More in Estate Planning
Estate Planning News
Ask Encore
Saturday Nov 14, 2009
Karen Damato answers reader questions about reverse mortgages, inheritance and Roth IRAs.
Protect yourself against greedy adult children
Wednesday Oct 28, 2009
Marshall Loeb has tips to protect yourself from being a victim of elder abuse when it comes to your financial arrangements.
Will the Estate Tax Disappear?
Thursday Oct 22, 2009
Laura Saunders explains why getting rid of the estate tax next year would cause trouble for most tax payers.
Family Trusts Seek to Avoid New Rules
Wednesday Oct 21, 2009
New rules considered by Congress would more tightly regulate private investment groups.
Step-Up in Basis For Inherited Property: What's Ahead?
Tuesday Oct 20, 2009
As of now, it's uncertain whether the rules for stepped-up basis for inherited assets will remain in effect after 2009. Keep tuned.
Is There a Trap Lurking in the Language of Your Will?
Thursday Oct 15, 2009
The "credit shelter" or "bypass" trust provision lawyers put in wills can cause trouble if you don't update your will consistently with changes in the estate tax exemption.
Wealth Transfer Via Bank of Mom & Dad
Saturday Oct 3, 2009
Low interest rates may hurt your bank account, but can actually make you a great lender for your own family.
Should You Remove a Brokerage Account From Your Probate Estate?
Friday Sep 25, 2009
Estate is such a nice word. We all have one, in fact we all have three. They are Gross, Taxable and Probate and a goal is to make the first large and the others small!
Rebuilding a Battered Retirement Income Plan After the Economic Storm
Tuesday Sep 15, 2009
Insurance and financial planning professionals look at ways to start to rebuild battered retirement income plans.





