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Our scope goes beyond the traditional components of financial planning: Protection; Retirement; Investment; Tax; and Estate Planning to include the integration of investment real estate, closely held businesses, and philanthropy.
September 2014 Asset Preservation Strategies, Inc. Bimonthly Newsletter - Preparing for the Unexpected
by Gregory R. Banner, CFP, CLU, CRTP
Life's uncertainties often prompt conversations with our clients about estate planning. The tax law changes implemented at the end of 2012 have created estate planning revisions for many of our clients. This is largely because of the permanency and inflation indexing of the estate tax exemption, currently set at $5,340,000 per person.