Wiser Estate Planning
Have you planned for the unexpected? Have you considered
a Revocable Living Trust for your estate planning needs?
Category Archives: Estate & Tax Planning
4 Tax Saving Ideas
It’s almost 2012. Your business has done better than expected. Here are a few things you may consider to help lower your tax liability before year end, but you had better hurry! Continue reading
2010 Tax Relief Act – Estate Implications
The 2010 Tax Relief Act has been passed. What does this mean for your estate plan? Continue reading
Why do they keep trying to sell you that annuity?
There are several types of annuities with the most popular being the variable annuity. The bank salespeople, often falsely referred to as financial advisors, make the sales pitch sound as if these products are the best things since the Wright Brothers took flight. I say buyer beware. Continue reading
Top 5 Estate Planning Mistakes
Top 5 estate planning mistakes
I recently read a report that suggested that only about 20 percent of the population has a formal estate plan. After reviewing the points below, please take a minute to consider whether it’s time for you to create or update your estate plan.
Here are
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Wills and Trusts – In the Box or Off the Web
Dawn Levine an Attorney in Marietta, GA often gets asked what she thinks about Wills done over the internet. Continue reading
Wiser Helps Those Out of Work – Free Tax Prep
Wiser Wealth Management offers free tax preparation services to those currently out of work. Continue reading
House Makes Death Tax Permanent Today
Despite Republican efforts to do away with the Death Tax, the House voted to pass H.R. 4154 with a final vote of 225 to 200. H.R. 4151 will extend the 2009 3.5 million personal exemption (7.0 million per couple) and the 45% tax rate above those levels through 2010.…
Death Tax Changes Uncertain
I recently received an Estate Tax update from The Estate Plan (TEP). TEP cited Leimburg Associates, Inc as the source of the following information. Here is my summary.…
3 ETF Capital Gains
I regretfully anounce that 3 ETFs all issued by SSgA will be giving their investors capital gains this year.…
Posted in Economic Commentary, Estate & Tax Planning, Wiser Blog
Tagged BIL, Capital Gains, ETF capital gains, LAG, mismanagement by SSgA, SSgA, XPH
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Capital-Gains Tax and The Election
Fact: Capital Gains lead to retirement and capital-gains taxes threaten your retirement income.…
Estate Planning – Portability of the Tax Exemption
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 →