Monthly Archives: December 2010

Resolution: Keeping the Estate Plan Updated

Posted on December 22, 2010 by Roger Billings

“You can always amend a big plan, but you can never expand a little one. I don’t believe in little plans. I believe in plans big enough to meet a situation which we can’t possibly foresee now.” Harry S. Truman … Continue reading →






Posted in Bypass Trusts, Congress, Estate Planning, Federal Estate Taxes, Living Trusts | Tagged , , , , , , , | 2 Comments

The 2012 Tax Debate

Posted on December 16, 2010 by Roger Billings

photo credit: ` TheDreamSky 꿈꾸는 하늘 “Bright star, would I were steadfast as thou art.”  John Keats Another two year patch.  By a lame duck Congress.  That is what  Obama’s tax deal is.  The proposal which has now passed the … Continue reading →






Posted in Congress, Estate Planning, Federal Estate Taxes | Tagged , , , , , , | 6 Comments

Seminar Next Week on Estate Administration for Professionals

Posted on December 9, 2010 by Roger Billings

A reminder that next week I will be presenting at a seminar hosted by NBI entitled “Estate Administration: Why Each Step is Important.” The detailed five page brochure on the seminar is available here.  My topics are Considerations for Collecting Assets, Preparing … Continue reading →






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Do the Wealthy Have a Patriotic Duty to Pay More Taxes?

Posted on December 8, 2010 by Roger Billings

Democrats are feeling betrayed by President Obama, while Republicans are gloating over the tax deal they struck with the President to extend the Bush era tax cuts for two years.  The deal also includes setting the estate tax exemption at … Continue reading →






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