Roger McClure May 31, 2012 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 Read More
Roger McClure May 24, 2012 Protecting Your Assets: Part II Virginia APTs; Existing Creditors. This is part two of our summary on the new Virginia Asset Protection Trust Read More
April 27, 2012 Virginia’s New Asset Protection Trust Joining Delaware, Alaska, South Dakota and several other states, Virginia has enacted a new law that Read More
Roger McClure April 11, 2012 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 Read More
Roger McClure Nov. 29, 2011 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, Read More
Roger McClure Oct. 18, 2011 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 Read More
Roger McClure Feb. 10, 2011 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, Read More
Roger McClure Dec. 15, 2010 Estate Tax Returns from The Grave President Obama has signed a compromise agreement on a temporary extension of the Bush Read More
Roger McClure Nov. 16, 2010 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 Read More
Roger McClure Oct. 15, 2010 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 Read More