Posts tagged as:

Estate Planning

Financial Issues Gay Couple Need to Address

by Rose Greene, CFP on June 10, 2011

Rose was recently featured on dot429 addressing the financial issues that gay couples need to address in our current environment. Read below or click on the link to read Rose’s commentary.     Staying on top of ever-changing laws as they relate to your finances by Los Angeles Financial Planner, Rose Greene, CFP While many [...]
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What’s Going On With The Estate Tax?

by Rose Greene, CFP on March 23, 2010

Good question. Congress has elected to keep us in suspense. provided by Los Angeles Financial Planner, Rose Greene, CFP® 0% estate taxes in 2010 … for now, anyway. On January 1, the federal estate tax went away – at least for the time being and perhaps for all of 2010 as envisioned back in 2001. [...]
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