Posts Tagged ‘ 529 Plans ’

Expecting Soon? Estate Planning Issues You Should Consider

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Image via Wikipedia For some reason, I am friendly with lots of women.  Perhaps it is due to the influence of my tough mother and two strong older sisters, or that I followed Benjamin Franklin’s advice to marry someone smarter than me.  However, this does not mean that I fully understand how women function.  Read…

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Looking Gift Taxes In the Mouth: Upcoming Rules for 2011

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‘Tis still the season of giving.  Thanks to a $5 million lifetime gift exemption starting in January, most of your gifts will have very little impact, if any, on your estate plan.  However, today we will discuss why you perhaps should not ignore gift tax issues just yet. Let’s take a look at some of…

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