Click on the link to read the article. The Death of Secret Ballot Elections?
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As with so many new and worthwhile projects, the first step in estate planning is overcoming inertia: One must pick up the telephone to arrange a meeting, usually with a lawyer, to discuss asset and family information, one’s desires and the appropriate members of the estate planning team. The team may include an accountant, broker, financial planner, life insurance broker and trust officer. Regardless of the sophistication of the ultimate program, the initial phase usually concludes with signing three basic legal documents and a set of personalized instructions.
Inside this issue:
WHAT’S COOKING IN CONGRESS: THE TIMES (AND LAWS) ARE A-CHANGIN’
Sex, Surgery & Stereotypes
Obermayer’s Wining Ways
What's Cooking in Congress: The Time (and Laws) Are A-Changin
The Obermayer Advisor Estate Planning - December 2007
NEW THOUGHTS ON ADVANCEPREPARATION FOR END OF LIFE CARE
The purpose of this newsletter is to provide an overview of Pennsylvania’s new Act 169 and how it may affect your estate planning documents, as well as to suggest the use of a caregiver contract if a family member is caring for you or another family member.
We hope all of our clients are aware of the proliferation of scams and just how creative and sophisticated they have become. We are hearing from a growing number of clients about this and even some lawyers in our firm have received emails from scammers.
This newsletter will provide an overview of recent tax planning developments for your consideration. Please call us for further information on any of these topics.
Winter 2006 Situation ReportClick on the title below to open a copy of the “Winter 2006 Situation Report” 2006 Situation Report
This issue highlights: The Supreme Court's Increase in Employer Risk of Retaliation Liability
Yes, there is some good news from Washington: As of January 1, 2006, the annual exclusion from gift tax which, for many years, was capped at the $10,000 per person level and was increased to $11,000 per person a few years ago has been increased to $12,000. Through the use of “gift splitting,” a husband and wife may be able to give a total of $24,000 per year to each of their children or, for that matter, to any other donee (recipient), without having to file a gift tax return or use any of their federal credit for estate and gift tax purposes.