Aging Options

Estate Tax Valuation Rules Proposed Last Year Seem Ripe for Repeal

The firestorm broke just one year ago. In the final months of the outgoing Obama Administration, Treasury Department officials proposed new rules that would have drastically affected the process of transferring a family business to heirs on the death of the business owner. The proposed rules would have significantly increased the estate tax burden on … Read more

People Think They Know about Retirement Finances – but Do They?

How knowledgeable are you about retirement-related finances? Odds are you aren’t as well-informed as you think. That’s the message in this recent article from Time Magazine’s “Money” website. Written by retirement expert Walter Updegrave, the article suggests that even people who think they know their stuff when it comes to money questions in retirement don’t … Read more

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