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
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
Sale of a principal residence
This week’s interview on Financial Insider Weekly is with attorney and CPA Scott Haislet about income tax rules for the sale of a principal residence.
Should you take long-term capital gains in 2010?
For many taxpayers, 2010 might be their last chance to pay a "bargain" 15% federal tax rate for long-term capital gains. Individuals who have appreciated assets should consider selling them this year and paying the tax for 2010.
Tax deferred (1031) exchanges
This week’s interview on Financial Insider Weekly is with attorney and CPA Scott Haislet about tax deferred (1031) exchanges.