The Death Tax Is Likely To Live On, So High-Net Worth Individuals Might Consider a Qualified Personal Residence Trust

The Obama Administration has indicated its plans to block the estate tax from disappearing in 2010, though to offer a bit of relief, it might freeze it at the rate and exemption levels that took place this year. That would mean that estates worth up to $3.5 million for individuals and up to $7 million... 

How to Prepare For Your First Planner Visit

If you’ve never met with a financial planner before or if it’s been years since you’ve visited one, you need to find a planner then prepare for your visit. Generally, you should research individual financial advisers or firms, and you should look to trusted friends and family for advice. ... 

Is Your Child Headed To College Next Fall? It’s Time for Both of You to Take a Crash Course on Borrowing and Spending.

Even if you’ve planned relatively well for your future college student’s expenses, the credit crunch and downturn in investment income for colleges have changed the game for financial aid at many schools. That means both parents and students need to approach the college financial aid scene... 

Having Trouble Coming Up With Your Grandkid’s Graduation Gift? Try the Gift of Tax-Advantaged Savings.

It’s a few short weeks until cap and gown season begins, and for grandparents hoping to do something nice for their grandkids and something sensible for their estate, there are several options to explore. Roth IRAs: The Roth option is a good one if you want to help them start a retirement fund...