Archive for the ‘Estate planning’ Category

offFebruary 12, 2011

Last December, President Obama and Congress acted. They did not let taxpayers face a situation where there was no federal estate tax in December, but there would be a federal estate tax on January 1st with an exclusion of only $1,000,000 and a tax rate of 55%. If that had happened, we might have been reading stories in the newspapers about families who pulled the plug on elderly relatives in December to avoid the estate tax. What a nightmare that would have been! But our leaders did act, and in a surprising way.

Highland Investment Advisors’ Whew! They Didn’t Pull the Plug on Grandma. can be viewed by clicking here.


Access the entire Highland Columns Volume 2, Issue 1 by clicking here.

offNovember 18, 2010

When I was an undergraduate student at Marquette University, the one common condition my friends and I shared was that we had no money. Mark was the exception. He had a lot of money. He had a new Mustang, a great stereo, and lived off campus in a new high rise apartment building.  He seemed to have everything. As it turned out, he was missing one thing – parents.  Mark’s parents died in a car accident when he was in high school.

Highland Investment Advisors’ Put an Estate Plan in Place Today can be viewed by clicking here.


Access the entire Highland Columns Volume 1, Issue 1 by clicking here.

You are currently browsing the archives for the Estate planning category.

Working with Highland

As a fee-only registered investment advisor, we are motivated to solve not to sell.

Explore our website and then call us to schedule an in-person meeting.

read more