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Articles To Help Your Planning

As a service to Centier clients, we are pleased to provide published articles on a variety of topics concerning your financial planning.

Ask A Trust Officer: Federal Estate Taxes

What’s up with the federal estate tax? I heard that it’s suspended next year, for one year only? Should I review my will?

GRAT's

The Grantor Retained Annuity Trust (GRAT) has been getting quite a bit of attention from estate planners recently. The reason is that low market interest rates create a window of opportunity for passing assets to heirs without incurring much, if any, estate or gift tax.

Is It Over

Speaking on the anniversary of the collapse of Lehman Brothers, Fed Chairman Ben Bernanke said that from a technical perspective, “The recession is very likely over at this point.” He cautioned, however, that the economy may remain weak. In its final meeting of the quarter, the Fed seemed to confirm that view, suggesting that economic activity had “picked up.”

Should Your IRA Take a Tax Haircut

In the debate over which is better—the immediate tax deduction for contributing to a traditional IRA or the potential for tax-free income from a Roth IRA—the answer tends to turn on one’s assumptions about tax rates.

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