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Thursday, June 08, 2006

Here Comes Estate-Tax Reform—Maybe

The estate tax is back on the agenda in the U.S. Senate. But complete repeal, a cherished goal of the Bush Administration and already a winner in the House, is viewed as highly unlikely. If a bill emerges, it will be some kind of compromise measure that preserves the tax but reduces the bite. Read more...

posted by Charles Monat Associates at 9:49 AM | 0 comments


Tuesday, June 06, 2006

. . . Or Unfair Burden on Families?

This week the US Senate is expected to vote on permanent repeal of the estate tax. With this vote, Congress will have an opportunity to finish the job it started five years ago. Read more...

posted by Charles Monat Associates at 1:49 PM | 0 comments


Saturday, June 03, 2006

Estate planning as the truly wealthy do

Foundations are one of the most overlooked and yet most effective forms of asset protection that you can put in place which, like good investment vehicles, are designed to save you money without costing you the earth.

And if you thought that private foundations were the exclusive domain of the mega rich, think again. Read more...

posted by Charles Monat Associates at 11:00 AM | 0 comments


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