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/Estate Planning

Mid-March Update

The Obama-Trump Boom Continues:  Economy The National Bureau of Economic Research  has recorded 35 expansions since 1984 ranging in duration from 10 months to 120. The Obama-Trump expansion is now 116 months old, closing in on the all-time record of 120 months, which is held by the Clinton boom of 1992-2001. Unemployment, at 4.1%, has [...]

By | 2019-04-25T14:35:55-04:00 March 15th, 2019|Economy, Estate Planning, Taxes|0 Comments

Mid-August 2018 Update

Download in PDF Format for Easy Printing of the Entire Update NYSE FANG+ Index  Hits Correction: Retirement Investing On July 10th, Michael Sheetz from @Thesheettztweetz published the following chart in a CNBC article illustrating how just three companies, Amazon, Netflix and Microsoft were responsible for 71% of the S&P 500 returns and 78% of the [...]

By | 2018-10-25T11:46:40-04:00 August 21st, 2018|Estate Planning, Investing, Retirement, Social Security, Taxes|0 Comments

Estate Planning Documents that are Needed

64% of Americans don’t have a will. Are you one of them? If you pass away without a will, it means you have died “intestate”. When this occurs, the intestacy laws of the state will distribute your property at death. Dying without a will - or intestate - creates many problems and hassles for your [...]

By | 2018-07-06T10:30:59-04:00 June 28th, 2018|Estate Planning|0 Comments

Mid-June 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update   An Unintended Consequence of the 2017 Tax Act: Estate Planning  The big change to the recently passed tax and jobs act of 2017 is the doubling of the integrated federal estate and gift tax exemption to ~ 11.2 Million for descendants dying [...]

By | 2018-10-25T12:07:55-04:00 June 16th, 2018|Estate Planning, Medicare|0 Comments