Uses of Financial Powers of Attorney, 529 Plans and Alternate Valuation Featured in Winter 2007-2008 Newsletter

In our Winter 2007-2008 Newsletter, we address the following topics:

  • Financial Power of Attorney: A "Must" ... for Incapacity and Estate Tax Planning - a document that is so "powerful" and so important on so many levels, but whose consequences need to be considered
  • 529 College Savings Plans: ...2 Common Questions and 1 Tip
  • Alternate Valuation - a post-mortem election that can lower one’s estate tax liability in a volatile real estate and stock market (which we are now seeing)

Please click here to read our Winter 2007-2008 Newsletter

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