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GST taxTom

Obama’s Estate Tax Budget Proposals

We all should realize that the federal estate tax is in a state of flux. The current rules, with the generous $5 million individual exemption ($10 million for a couple), expire at the end of 2012. Last month, the Treasury Department released the “General Explanations...
NEWTON COUPLE DISCOVERS SECRET TO PROTECT THEIR HOME & LIFE SAVINGS WHILE AVOIDING PAYMENT OF UNNECESSARY TAXES

NEWTON COUPLE DISCOVERS SECRET TO PROTECT THEIR HOME & LIFE SAVINGS WHILE AVOIDING PAYMENT OF UNNECESSARY TAXES

A financial advisor initially referred the Lowell family to us.  They were concerned about estate planning, taxes, and did not want to loose their life savings to a nursing home.  When they came to our office, they had been told at a cocktail party,...