by Ed Hinerman | Jan 28, 2011 | estate taxes, insurance, life insurance, second to die insurance
So when all of the estate tax and gifting laws shook out and got signed, two things really stood out. There were some very generous changes and, unless extended, they will only last two years. This could make for the largest two years transfer of wealth in history...
by Ed Hinerman | Nov 30, 2010 | estate taxes, insurance, life insurance
We would have certainly guessed that Congress would have dealt with the estate tax issue by now but, well, we would have guessed wrong for the second year in a row. There is still a lot of uncertainty about the future of estate tax law and along with that is the very...
by Ed Hinerman | Oct 6, 2009 | estate taxes, insurance, life insurance
As we crash toward the end of the year and one of the wackiest decades in a while, accountants for the high net worth and famous are all armed with the same good advice. 2010 is a good year to die, at least so far. What started in 2001 as one of the best tax code...
by Ed Hinerman | Jul 23, 2009 | estate taxes, insurance, life insurance, universal life
Estate preservation, as I’ve stated in several posts since the first of the year, is becoming more unstable due to a couple of factors. First, Congress has not shown their cards yet on how they expect to handle the estate tax exemption issue in 2010 and second,...
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