Monday, October 12, 2009
Read my recent contribution to the Journal of Financial Planning for indications you may need to update your estate plan.
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Election to Board of Laguna Beach Seniors, Inc.
Tax & Estate Planning Tip #12: Seven Tips for a Worry-Free Retirement
Tax & Estate Planning Tip #11: Look Before You Leap
Tax & Estate Planning Tip #10: Selecting and Maintaining Appropriate Fiduciaries in Your Estate Plan
Tax & Estate Planning Tip #9: Your Parents' Estate Plan
Tax & Estate Planning Tip #8: Maximize the Tax Benefits from Your Rental Property
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
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