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Category: Estate Planning

3 posts categorized as "Estate Planning"

Politics and the Estate Tax

Oct 24, 2019

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

Regardless of which study you choose to follow; the estate tax has generated a tiny amount of revenue for the federal government since World War II.  Just after the war the tax generated its highest percentage of revenue, almost 2.6%, but since then it has swayed between 1-2% of total government revenue, typically near the 1% mark. 

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With Historically Low Interest Rates, Some Planning Ideas May Soar

Oct 22, 2019

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

Interest rates have become a hot topic these days.  Many people complain there aren’t any bonds paying a good enough rate.  Meanwhile, President Trump complains that the Fed’s interest rates are too high.  Credit card rates, home mortgage rates, you name it, and interest rates are everywhere.

While not often top of mind, there are also interest rate issues in the estate planning world. 

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estate planning text on notepad

National Estate Planning Week is October 21-27th

Oct 21, 2019

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

National Estate Planning Awareness week has come around again.  This is a week founded by the National Association of Estate Planners and Councils.  The goal of the week is to remind everyone of the importance of having a comprehensive estate plan.  Whether we like it or not, we all need to plan for our incapacity and our own demise. 

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