Friday, December 31, 2010

Four Reasons For a Bright New Year

Roll up your sleeves, fiduciaries and estate planners. 2011 should keep you hopping.

1. The market is up.

2. Favorable income tax rates continue, and low rates on dividends and gains should encourage investors.

3. Estate planners have a newly revised estate tax to play with, stacks of wills and trusts to review.

4. The first Boomers will turn 65, and the affluent ones will need all the unbiased investment and planning help they can get.

Have a Busy New Year, a Productive New Decade!

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