Tag Archives: Taxes

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