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

Archive for March, 2008

Get A Head Start On Tax Planning For 2008

Sunday, March 2nd, 2008

It’s still a month until most of us will file our 2007 tax returns, but it’s a good idea to keep in mind key tax changes that will affect our 2008 returns. Here are some of the highlights: Wider tax brackets: In one of the rare cases in life where ...

Are Accelerated Death Benefits a Good Backstop for Uninsured Health Care Costs?

Sunday, March 2nd, 2008

At one point, the buzzword was “viatical settlements,” a practice of selling one’s active life insurance policy to a company that would pay the insured the estimated present value of the death benefit so uninsured healthcare costs and related expenses could be paid. Such settlements grew in popularity during the ...