Roger McClure
Making Tax Saving Gifts, Protecting Assets and Your Personal Rainy Day Fund
The $5,000,000 exemptions from estate, gift and generation skipping taxes are set to expire by
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Roger McClure
Protecting Your Assets: Part II Virginia APTs; Existing Creditors.
This is part two of our summary on the new Virginia Asset Protection Trust
Virginia’s New Asset Protection Trust
Joining Delaware, Alaska, South Dakota and several other states, Virginia has enacted a new law that
Roger McClure
Most Trusts Do Not Protect Your Assets; Asset Protection Trusts; Revocable and Irrevocable; Us and Offshore
Sally called our office for an appointment to set up a trust to protect her proceeds from a new
Roger McClure
Aunty Mae and Inflation: Gifting to Avoid Estate Taxes; Purchasing Power and Inflation
Aunty Mae consults an estate planner to update her estate plans. She is 80, in good health, a widow,
Roger McClure
Protect Your Cash, Stocks, and Bonds with the Right LLC
Age of Uncertainty. In an age of uncertainty, where the global market is changing so fast
Roger McClure
If You Are in Your Eighties, It Is Time to Get Married; Portability of Your Spouse’s Exemption from Estate Taxes.
For two years, 2011 and 2012, there is yet another new estate tax with another set of new rules. For two years,
Roger McClure
Estate Tax Returns from The Grave
President Obama has signed a compromise agreement on a temporary extension of the Bush
Roger McClure
A Purchaser of A Foreclosed Property May Be a Victim of A Botched Foreclosure; Protect Yourself Against Defective Foreclosures
There are many headlines and news reports about bungled
Roger McClure
Estate Plans that Fail to Protect Your Family; when Wills, Trusts, Powers of Attorney and Asset Transfers Are Not Enough
Insurance companies, banks, financial planners and attorneys all advertise that they will help