Author Archives: Guest Writer
Having a long term care policy in place can help you preserve assets that would otherwise be diverted to custodial care, and give you peace of mind that your care needs will be addressed should the need arise. Continue reading
The 2010 Tax Act1 has made it possible, under specified circumstances, for the estate of a surviving spouse to make use of the unused estate tax exemption of his or her predeceased spouse, a concept referred to as portability of the applicable exemption amount. Some estate planners have suggested that portability makes it unnecessary to continue to draft estate plans that include credit shelter trusts. Continue reading
***Originally published in the July 2011 edition of NAAIM’s “The Active Manager” By Scott Freeze.