Charles Monat Associates: June 2006






PREVIOUS POSTS The business of families Use a will or a trust in estate planning? Therapists Tackle Emotional Burden of Being Rich A Defective But Useful Trust Buffett Backs Estate Tax The Role of Advisors in Charitable Planning and De... Lloyd Blankfein and Ken Moelis on Wall Street Risk... Hong Kong’s millionaires stay ahead of those in Si... Norway's oil fund to grow to $600 bln Now flush, Norway turns tables on Sweden ARCHIVES April 2005 July 2005 August 2005 September 2005 October 2005 November 2005 December 2005 January 2006 February 2006 March 2006 April 2006 May 2006 June 2006 July 2006 October 2006 November 2006 August 2007 September 2007 October 2007 November 2007
	Thursday, June 08, 2006 Here Comes Estate-Tax Reform—Maybe The estate tax is back on the agenda in the U.S. Senate. But complete repeal, a cherished goal of the Bush Administration and already a winner in the House, is viewed as highly unlikely. If a bill emerges, it will be some kind of compromise measure that preserves the tax but reduces the bite. Read more... posted by Charles Monat Associates at 9:49 AM \| 0 comments Tuesday, June 06, 2006 . . . Or Unfair Burden on Families? This week the US Senate is expected to vote on permanent repeal of the estate tax. With this vote, Congress will have an opportunity to finish the job it started five years ago. Read more... posted by Charles Monat Associates at 1:49 PM \| 0 comments Saturday, June 03, 2006 Estate planning as the truly wealthy do Foundations are one of the most overlooked and yet most effective forms of asset protection that you can put in place which, like good investment vehicles, are designed to save you money without costing you the earth. And if you thought that private foundations were the exclusive domain of the mega rich, think again. Read more... posted by Charles Monat Associates at 11:00 AM \| 0 comments
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