Annual Gift Tax Exclusion Rises to $13,000 for 2009
If you use tax-free annual gifts as part of your estate tax planning, please note that the maximum for 2009 annual gifts has increased from $12,000 per person per donee to $13,000 per person per donee. This increases the amount you can gift without incurring gift tax or having to file a gift tax return.
Download your Free 2009 Action Plan from Suze Orman today!
If you are confused about how to get your finances in order for 2009, I have a great resource to recommend to you.
Suze Orman has made an electronic copy of her 2009 Action Plan available for free! To get your copy, go to www.oprah.com .
Upcoming Events - Questions and Answers on the Economy
Confused about the economy? Feel like selling every share of stock you own? Before you make a rash decision, you may want to take advantage of this event offered by Jeff Cobb, Certified Financial Planner. Details follow:
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As most of you know, our financial markets have been extremely volatile as of late. Turbulent markets tend to cause confusion, anxiety, and misinformation; and unfortunately, all too often, irrational decision making is the result.
Jeff Cobb, a local Certified Financial Planner Professional, is offering to help provide clarity so that you can make sound financial planning decisions during the present economic storm. He’ll do this via a series of small group sessions over the next few weeks to be held at various locations. At the meetings, no sales presentation will be made and you will not be solicited to work with Jeff or his firm. The meeting format will simply be “Question and Answer” where Jeff will answer any individual questions or concerns you may have regarding your 401k and investment savings. Additionally, if asked, Jeff will explain, in language you can understand, complex economic and financial concepts such as:
- Why are hedge funds unregulated?
- What is LIBOR?
- What is a collateralized debt obligation?
- What is a credit default swap?
- What is preferred shares?
- What is institutional trading?
In order to facilitate each individual’s questions, each group session will be limited to five people and you must RSVP ahead of time to join in the group. You can RSVP by emailing Kristi@logicalinvestment.com or calling her at 291-9393. Please feel free to invite anyone along, or forward this email to anyone you think would be interested in attending.
Upcoming sessions are listed below:
Tuesday, January 20th
Main Library, 7711Goodwood Blvd.
11:00 am
7:00 pm
Tuesday, January 27th
Central Branch Library
11260 Joor Rd
10:00 am
6:30 pm
Tuesday, February 3rd
Jones Creek Library
6222 Jones Creek Rd.
10:00 am
7:00 pm
Tuesday, February 10th
Bluebonnet Branch Library
9200 Bluebonnet Blvd.
10:00 am
Tuesday, February 17th
Greenwell Springs Library
11300 Greenwell Springs Rd.
10:00 am
7:00 pm
Logical Investment Solutions
(225) 291-9393
Securities offered through
NEXT Financial Group, Inc.
Member FINRA/SIPC
Logical Investment Solutions is not an affiliate of NEXT Financial Group, Inc.
The Five Legal Documents Your Family Must Have, Regardless of Your Net Worth
Watch the following video from CNBC, where my fellow estate planning attorney Alexis Neely discusses the five legal documents every family needs, regardless of wealth.
http://www.youtube.com/watch?v=ky9SIT7eOJE
If you are a Louisiana resident, after you watch the video, visit www.EZWillForms.com to see how you can get these documents in place for your family. My online estate planning law firm is ready to assist you with wills, powers of attorney, guardian nominations, trusts, and all of the documents Alexis discussed in the clip.