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Looking Toward the Future
These are difficult financial times, and that makes it even more important to plan for the future. For example, the current problems in the economy and in the financial and housing markets make this a great time to review your estate plan.
Interest rates are at historically low levels, and the federal and state governments are looking for additional revenue. In addition, the estate tax reductions passed under President George W. Bush are scheduled to expire in 2010, and it remains unclear what will happen to those rates. Given such factors, you might want to consider the many ways to transfer assets to the next generation, to help ensure that the people you love are taken care of.
We at The Bensman Group would be happy to help you explore your options and choose the approach that works best for you and your family. Just give us a call at 847-572-0800, or email me at firstname.lastname@example.org.