Wednesday, June 03, 2009
Click here to read my recent contribution to the Journal of Financial Planning about hidden treasures buried in the American Recovery and Reinvestment Act of 2009 and other recent legislation: http://estateplaninc.com/global_pictures/Planning%20Opportunities.pdf
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Tax & Estate Planning Tip #7: What You Can Do with a Life Insurance Policy
Selecting and Maintaining Appropriate Fiduciaries in An Estate Plan
Tax & Estate Planning Tip #6: Asset Protection Planning
Tax & Estate Planning Tip #5: Yes, You Can Deduct Your Home Office
Tax & Estate Planning Tip #4: Resolve to Get "The Basics" in Place
Tax & Estate Planning Tip #3: Still Time to Give
Tax & Estate Planning Tip #2: Use Them or Lose Them...Expiring Tax Breaks
Tax & Estate Planning Tip #1: 'Tis the Season to Harvest Tax Losses
Your Parents' Estate Plan
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