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Category Archives: Estate Planning

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How Does the New Tax Law Impact You and Your Estate Plan?

Estate PlanningBy Susan GrahamJanuary 28, 2011

The “Temporary” Tax Relief Act of 2010 has created the most favorable estate planning opportunity in modern history. First let me highlight two parts of the law that directly relate to estate planning. The death tax free estate is now five million dollars ($5,000,000) for each individual. That means if someone dies in 2011 or…

It’s Time To Get A Grip

Estate PlanningBy Susan GrahamDecember 30, 2010

Time whizzes by and many of us still put off planning our future. It just seems too hard. I want to make it easy for you to address the estate planning side of your life.  All you need to do is follow simple steps.  Get out a blank piece of paper and just start writing…

Lame Duck Congress-Down to the Wire on Estate Taxes

Estate PlanningBy Susan GrahamDecember 3, 2010

We are a mere four weeks away from estate tax D-Day. Congress has failed to resolve the estate tax mess over the last eleven months. With the Lame Duck Congress wrestling with the Bush era tax cuts, the pundits are projecting that Congress won’t act now, either. That would mean that on Jan. 1, 2011,…

Planning With A “Last Will And Testament”: What Does That Mean?

Estate PlanningBy Susan GrahamJune 4, 2010

Everyone knows that a Last Will and Testament describes how you want your affairs managed when you die, who is in charge, and who you want to have your property after you die.  Michael Jackson, Elvis Presley and Jackie Kennedy Onassis each had one. Who can write a Will?  Anyone who is age 18 or older can…

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