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  Planning Perspectives
Researched and time-sensitive tips for planning your family's wealth

Archive for January, 2006

EVALUATING THE NEED FOR INSURANCE IN RETIREMENT

Friday, January 20th, 2006

Of all the changes that come in retirement, few are likely to give you more concern than dealing with money. Your concern is, of course, understandable and widely shared because so much of what will happen is unpredictable. That’s especially true of how long and how well you may live—whether ...

Caring for Elderly Loved Ones From Afar

Friday, January 20th, 2006

There was a time when family members – grandparents, parents and children alike – lived in close proximity to each other, often in the same house. But that was then and this is now. And now, it’s becoming increasingly common for family members to live in different parts of the ...

NAVIGATING THE FEDERAL AND STATE ESTATE TAX MAZE

Friday, January 20th, 2006

To taxpayers, the Economic Growth and Tax Relief Reconciliation Act of 2001 may have meant income tax cuts resulting in more current after-tax income, but to financial planners it has meant more work for clients to develop strategies to minimize both federal and state estate taxes, a less widely-publicized section ...