Category Archives: Estate Planning

All About IRAs 1/27/2012

Posted on January 27, 2012 by admin

All About IRAs 1/27/2012 An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to … Continue reading →

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Saving for Retirement 1/7/2011

Posted on January 7, 2012 by admin

Saving for Retirement  1/7/2011 Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, most people don’t even … Continue reading →

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Market Week: January 3, 2012

Posted on January 2, 2012 by admin

Market Week: January 3, 2012 The Markets Shortened by the Christmas holiday, the last week of 2011 saw low volumes that, despite some volatility, left the domestic equity indices little changed. The Dow was the only one of the four … Continue reading →

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Qualified Personal Residence Trust (QPRT) 12/27/2011

Posted on December 27, 2011 by admin

Qualified Personal Residence Trust (QPRT) 12/27/2011 A qualified personal residence trust (QPRT) offers an excellent opportunity for homeowners with taxable estates to minimize federal gift tax and avoid federal estate tax. What is a QPRT? A QPRT (pronounced “Q-Pert,” and … Continue reading →

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Weekly Economic Update

Posted on December 26, 2011 by admin

John Jastremski Presents: Weekly Economic Update December 26, 2011 PAYROLL TAX HOLIDAY EXTENDED FOR 2 MONTHS Friday, President Obama signed an extension of the payroll tax cut lasting through February 29. The stopgap legislation also extends long-term unemployment benefits through … Continue reading →

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Income in Respect of a Decedent 12/24/2011

Posted on December 24, 2011 by admin

Income in Respect of a Decedent 12/24/2011 Taxpayers are generally required to recognize income for federal income tax purposes in the year in which it is received. If, however, someone dies before receiving income to which he or she is … Continue reading →

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Financial Planning–Helping You See the Big Picture

Posted on December 14, 2011 by admin

  Financial Planning–Helping You See the Big Picture Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with … Continue reading →

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Health-Care Reform Changes Affecting Seniors

Posted on December 5, 2011 by admin

Health-Care Reform Changes Affecting Seniors Health-care reform legislation, enacted in 2010, contains some provisions that directly affect our nation’s elder population. If you’re a retiree or a senior, you may be concerned about how these reforms may affect your access … Continue reading →

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Savings for Retirement 10/17/2011

Posted on October 24, 2011 by admin

      Savings for Retirement                                                      10/17/2011   Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, … Continue reading →

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Trust Basics 10/20/2011

Posted on October 19, 2011 by admin

  Trust Basics   Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility–many … Continue reading →

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