The July 2009 newsletter is now available online. It reviews some blog information on FDIC insurance limits, establishing an emergency fund, and down market estate planning opportunities. It also covers new information on whether or not you should refinance your mortgage and considerations in … [Read more...]
Archives for July 2009
Estate Planning Opportunities in a Down Market
Most Americans are not subject to the federal estate tax at its current exemption levels. For 2009, each person can pass $3.5 million to heirs estate-tax free at their death. However, if your estate has the potential to be affected by the estate tax, you have some planning opportunities right … [Read more...]