Archive for May, 2008

Estate Planning – Protecting Your Family

Saturday, May 24th, 2008

I am going to describe all of the methods that you have at your disposal to protect yourself, your assets and your wealth. All of these methods or tools, as I refer to them, are not only legal and ethical, they are essential to protecting and preserving what is yours.Think ...

Getting Around Estate Taxes With A Bypass Trust

Friday, May 23rd, 2008

To begin, a few words on the federal estate tax.The estate tax is a high federal tax imposed upon the estate (the total of property and other assets owned) of a deceased individual. Currently, the tax stands at a 45% rate, meaning that, minus exemptions, nearly half of the estate ...

The Revocable Living Trust – Can It Help You Protect Your Assets?

Thursday, May 22nd, 2008

Most people looking to make long-term plans have heard about revocable living trusts, but very few people actually understand what they are.A Revocable Living Trust is a legal document that includes instructions regarding what should be done with your assets when you die. Now, you may be thinking -- isn't ...