W239 N3490
Pewaukee Road, Suite 200,
Pewaukee, WI 53072
800 •320 •8110
262 •513 •9292
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Wealth Advice & Estate Planning
Just over the horizon is the return of the federal estate tax. With the estate tax repeal at the beginning of this year, even the largest estates can currently pass to heirs free of estate tax. But a beefed up estate tax is scheduled to return in 2011.
You have money left over after paying current expenses. Should you invest it with an eye to income, or should you use it to pay off interest-bearing debt? Here are some of the factors to consider.
The Federal Reserve Board recently enacted rulings to protect consumers from creative practices of credit card companies. The rulings also provide more complete information to consumers on their debt situation so that they can make better informed decisions.
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