Estate Taxes Going Up?

Jun 7, 2012 | Estate Planning, Taxes

Currently, estates under $5 million are exempt from estate taxes.

Next year, barring congressional action, the exemption level falls to $1 million and the top rate rises to 55%

In an election year, this is a hot potato.

For years the exemption amount was unchanged at $600,000 but in the past 12 years or so it has continually gone up and down without much thought to the long term strategy.

How can we, as investors and tax payers, properly plan our estates when the rules keep changing?

Read the following article for more information.

 Estate Taxes are Going Up – Article

Estate Planning: 16 Things to do Before You Die

Apr 24, 2012 | Estate Planning, Personal Finance

If you’ve ever had the unpleasant task of putting a loved ones affairs in order after their death, then you’ve probably thought “I wish they’d done this or that to make things easier. If only they’d known!”

Well, now is the chance for you to do something different with your estate.

This article is a pretty good list of things you can start today

1. Physical Items Inventory

2. Non-Physical items Inventory

3. Credit Cards and Debts List

4. ………..

Click for the Full Article

 Estate Planning – 16 Things to Do Before You Die

Client?

Mar 14, 2012 | Behavioral Finance, Estate Planning, Financial Planning, GWM Firm Announcements, Personal Finance, Retirement Issues

Are you interested in talking with me about your finances and investments but not sure if we’re the right fit?

I have clients of all portfolio sizes, ages, employment, and stages of life.

What I like to do is make a difference in someone’s life. Frankly, it’s just as rewarding for me to work with a young couple who are serious about planning and saving for their future as it is to manage portfolios and wealth for business owners and retirees.

Don’t be shy. If you’re curious about whether we’d be a right fit, give me a call and we can talk. It would be a great honor.

I am taking new clients

Oct 7, 2011 | Behavioral Finance, Estate Planning, Financial Planning, GWM Firm Announcements, Market Commentary, Personal Finance, Retirement Issues

Last quarter a client of mine asked my permission to refer his friend to me. He didn’t want to offend me by giving out my business card without my okay.

I’m hereby giving everyone permission to offend me!

What this conversation led me to understand is that I haven’t done a very good job communicating that Generosity Wealth Management has the knowledge, infrastructure, and expertise to help out your friends, family, and those you care about.

I work with clients seeking to grow, preserve, and distribute their wealth in an efficient manner to ensure the well being of themselves, their family, and their community interests.

I’m here to help and treat every client and prospect as a member of my family.

In case you need a reminder about Generosity, here’s a video I did back in May.