Posts Tagged estate planning

Estate Planning: New Rules Keep You On Your Toes

Changes in certain tax and investment rules will dramatically effect estate planning in the near future.  These changes may warrant a phone call to your estate planning advisors for a quick check up. New FDIC Rules for Living Trust Accounts Living or family trust bank accounts are now insured up to $250,000 per owner for each named [...]

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Trading Up Using the 1031 Exchange

In spite of decreasing real estate values across the nation, real estate investors continue to come up with innovative ways to make their investment  turn out profitably.  A powerful method for building real estate holdings is the use of 1031 Exchanges, which lets investors defer capital-gains assessment on investment property by reinvesting sale proceeds into the [...]

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