Charles Monat Associates: November 2009






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	Monday, November 30, 2009 US Planning: Eight Steps To Protect Your Family With Congress likely to delay until next year a decision on the future of the estate tax, it's tempting to put off your own planning chores. Tempting, but risky. Assuming the current federal estate tax exemption of $3.5 million per person is eventually extended, few families need to worry about the federal tax. Yet a great many could end up in turmoil if other basic planning isn't done. Read more... posted by Charles Monat Associates at 1:20 PM \| 0 comments Estate Mistakes: Where Heath Ledger And Princess Di Went Wrong What do Princess Di, Marlon Brando, Heath Ledger, Jimi Hendrix and former Supreme Court Justice Warren Burger have in common? They all flubbed their estate planning, costing intended heirs money and/or grief, according to a readable (really) estate planning how-to book, Trial & Heirs. The new book uses these celebrity cliffhanger cases to dish out real-life advice. Read more... posted by Charles Monat Associates at 1:19 PM \| 0 comments Tuesday, November 24, 2009 Why Life Policies Will Help Preserve Wealth Premium life insurance policies have bond-like, returns, says Odd Haavik, MD & CEO of Charles Monat Associates, Singapore. He tells CNBC's Oriel Morrison that insurance is a good buffer against market volatility. posted by Charles Monat Associates at 4:14 PM \| 0 comments Friday, November 06, 2009 Odd Haavik interview on CNBC Nov 6 With Martin Soong discussing the Taikang Life deal and the outlook for the insurance market in China and Asia in general. posted by Charles Monat Associates at 6:28 PM \| 0 comments Tuesday, November 03, 2009 Leading economies blamed for fiscal secrecy Leading economic centres including the US, UK and Singapore are among the countries most to blame for promoting international financial secrecy, according to a new index comparing the harm allegedly done by tax havens and rich nations. The league table to be published on Monday by the Tax Justice Network, a respected campaign group, is led by the US state of Delaware and includes Luxembourg, Switzerland and Hong Kong in its top 10. Read more... posted by Charles Monat Associates at 9:28 AM \| 0 comments Tax spat freezes Italian-Swiss talks Switzerland on Sunday said it was freezing talks with Rome on a double taxation treaty in retaliation against a heavy-handed Italian crackdown on tax evasion. “The agreement was ready to be signed on our side,” said Hans-Rudolf Merz, finance minister and head of state this year under Switzerland’s rotating presidency. Read more... posted by Charles Monat Associates at 9:27 AM \| 0 comments
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