Publications
October 21, 2024
Weekly Report 24-45
ESTATE TAX PLANNING REMINDER: The current exemption level before a 40% tax rate is $13.6 million per individual, until reversion to $5 million in 2026. However, congressional changes are likely which could reduce that exemption much lower. An effective protection strategy to maximize the current exemption while still available is a Spousal Lifetime Access Trust... Continue
October 14, 2024
Weekly Report 24-44
HALLOWEEN, JUST A FEW WEEKS AWAY, has been celebrated in America for some ten decades with costumes reflecting the culture’s most popular personalities. Think back to when you or siblings or your kids Trick-n-Treated dressed in some manner like: In the 1950’s – a Cowboy, Tarzan, Mickey Mouse, Batman, Davy Crockett, Frankenstein or Zorro; the... Continue
October 7, 2024
Weekly Report 24-43
STRESS IS A FACTOR IN HAIR TURNING GREY. While genetics and dyeing chemicals play the biggest parts, psychological or emotional stress, which damage hair follicles & stem cells to stop producing melatonin can contribute significantly. Premature greying can be deferred by staying healthy – avoiding smoking, too much alcohol and UV exposure, along with keeping... Continue
October 7, 2024
Weekly Report 24-42
MANAGING ‘RISK’ EFFECTIVELY IS ONE OF THE BEST WAYS TO UNLOCK BUSINESS GROWTH. With risks ranging from financial and macro events to geopolitical and supply chain disruptions, financial officers are now tasked with keeping their organizations secure — not only managing financial arenas including credit risks, investment losses, and cash-flow issues, but also protecting the... Continue
September 24, 2024