Estate Tax Changes Under The 2010 Tax Relief Act

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Watch this video about the Estate Tax Changes Under the 2010 Tax Relief Act – presented by Forefield. AudreaAudrea attended the University of Alabama in Tuscaloosa, where she majored in one of the first approved financial planning programs taught at the University level. In 1998 Audrea graduated from The University of Alabama in Tuscaloosa with a Bachelor of Science degree …

Do you owe Gift Tax?

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Do you owe Gift Tax? Most people aren’t even aware a Gift Tax actually exists! Well, for simplistic purposes, gift tax is a tax placed on any gifts, which you have given to someone while you are still living. Even though you are allowed to give any amount b/w spouses with no gift tax affects, there is a current annual …

Is Your Will Worthless?

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Is your Will worthless? While a wonderfully drafted Will helps to transfer wealth and hopefully minimize inheritance tax, a Will without proper estate planning can sometimes become worthless. Beneficiary designations, ownership titles, or transfer on death provisions all have affects which could negate a wonderfully drafted Will all together. It is important to make sure your complete estate plan involves …

Social Security in Trouble

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Recently a question was asked to Barack Obama about Social Security. The President remarked: “So here’s the thing. Social Security is not in a crisis.” Hold up a minute, maybe the President has not read the Trustee’s of Social Security Annual report issued August 5th 2010. The “Social Security Act” requires the Trustees of Social Security Trust Fund to report …