Thinking about gifting wealth before year end? See these articles on 2012 estate tax changes.

  BUILDING THE RIGHT TRUST Incentives, credits and deductions within the U.S. tax system are currently in the spotlight, and most advisors are aware that unprecedented exemptions for gift and estate taxes are set to expire on December 31. Less clear, however, is how families can manage their assets to capitalize on the credits before […]

Current FDIC Deposit Insurance Coverage Limits – Asset Protection and Your Bank

FDIC Deposit Insurance Coverage A common and reasonable question we get from clients is on the safety and solvency of their bank and what exactly is protected by FDIC insurance limits and for how long.  The current limits were created in 2008 to prevent a run on the banks due to economic panic. The placebo worked, […]