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Taking Stock

with Nathan Brinkman

September 2013


With change in key tax law now permanent, it’s a good time to review your estate plan

Transfers of property during life or at death are generally subject to federal gift or estate taxes. However, each taxpayer has an amount of property that can be sheltered from federal gift and estate taxes by the unified credit, called the “applicable exclusion amount.”

Posted at 11:28 AM | Permalink | Comments


August market review: Jitters take a toll on stocks

After July’s record closes for the S&P 500, the Dow industrials, and the Russell 2000, equities melted like ice cream in August. Renewed fears of Fed tapering, anxiety about the prospect of a U.S. military strike in the Middle East, typically low late-summer trading volumes, and the potential for an eventful September combined to raise investor unease.

Posted at 01:09 PM | Permalink | Comments