The role of life insurance in your estate and financial planning

This week’s interview on Financial Insider Weekly is with Peggy Martin, ChFC and CLU of The Family Wealth Consulting Group about the role of life insurance in estate and financial planning

Tags: estate, financial, insurance, insurnace, life, planning

What Is A Special Needs Trust?

This week’s interview on Financial Insider Weekly is with attorney Naomi Comfort of Hawks & Comfort, LLP explaining the benefits of Special Needs Trusts

Tags: benefit, Medi-Cal, medicaid, needs, public, special, trusts

Estate planning for a second marriage

This week’s interview on Financial Insider Weekly is with attorney Michael Desmarais. We talk about estate planning for the second marriage.

Tags: estate, marriage, planning, second

More IRS guidance for California RDPs

The Internal Revenue Service has issued Private Letter Ruling 201021048 with guidance for California registered domestic partners (RDPs).

Tags: domestic, federal, gay, partner, RDP, registered, Tax matters

Succession planning issues for a family business

On this week’s episode of Financial Insider Weekly to be broadcast on Comcast Ch 15 in San Jose and Campbell at 4:30 pm PT this Wednesday, June 2, attorney John Hopkins of Hopkins and Carley and I discuss succession planning issues for a family business.

Tags: business, estate, family, planning, succession

Gift tax break for 2010 may be an opportunity

Under the Economic Growth and Tax Relief Reconciliation Act of 2001, the maximum federal gift tax rate for 2010 is 35%. If Congress does nothing, the maximum rate will return with a vengence to 55% in 2011, plus an additional 5% surtax for taxable transfers over $10 million until the benefits of lower brackets are phased out.

Tags: estate, gift, plan, Tax matters

Coping With Federal Estate Tax Repeal

On this week’s interview on Financial Insider Weekly to be broadcast in San Jose and Campbell this Wednesday, April 28 with attorney James Quillinan we discuss the implications of the repeal of the federal estate tax for 2010,

Tags: estate, federal, repeal, Tax matters

2010 Estate Tax repeal might “stick”

The unthinkable has happened. The one year estate tax repeal for 2010 that was enacted in 2001 is in effect, and now it appears that, if it is reinstated at all, the restoration will be prospective, not retroactive.

Estate and Gift Tax Problems of Same Sex Couples

Financial Insider Weekly interview of Professor Patricia Cain of Santa Clara University School of Law discussing estate and gift tax problems of same sex couples is scheduled for broadcast this Wednesday, 2/10/10 at 4:30 p.m. Pacific Time on Comcast Channel 15 in San Jose and Campbell.

Will the title for your property spoil your estate plan?

Michael Gray, CPA interviews attorney William Mahan about tax and financial considerations of holding title on this week’s episode of the public access television series Financial Insider Weekly.

Tags: estate planning, property title