Articles

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary therefore, the information should be relied upon when coordinated with individual professional advice.

These articles were prepared by Financial Visions and are used here by permission.

Will Social Security Be There?

April 28, 2016  |  by Matthew J. Ruttenberg

Last November, the Social Security Administration announced the biggest change to the system since the 1980’s.  Back then,…

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Is It Time to Review Your Estate Plan?

December 5, 2013

Estate planning is an ongoing process. You must not only develop and implement a plan that reflects your…

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How the Generation-Skipping Tax Works

December 5, 2013

Perhaps you’re one of the lucky people who are not only financially well off yourself, but whose children…

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Strategies for Special Situations

December 5, 2013

Standard estate planning strategies don’t fit every situation. Single people, unmarried couples, noncitizen spouses, individuals planning a second…

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Gifting Stock

December 5, 2013

One key to reducing estate taxes is to limit the amount of appreciation in your estate. We talked…

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Special Strategies for Family-Owned Businesses

December 5, 2013

Few people have more estate-planning issues to deal with than the family-business owner. The business may be the…

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Keep It All in the Family with FLPs

December 5, 2013

The Family Limited Partnership, or FLP – pronounced “flip” – is designed to reduce the value of your…

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The Role of Life Insurance in an Estate Plan

December 5, 2013

Life insurance can play an important role in your estate plan. It is often necessary to support your…

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Tips for Reducing Estate Taxes

December 5, 2013

Here’s a look at some of the most important estate planning tools and how you can use them…

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Estate Settlement Issues

December 5, 2013

You also should be aware of the other procedures involved in estate settlement. Here is a quick review…

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