Wednesday, April 28, 2010

Reviewing your Homeowner's & Auto Insurance

Have you reviewed your coverages recently? If not, it's now time.

I have written in prior articles about the importance of keeping all of your planning current. This is actually quite easy if you follow the critical step of reviewing your planning periodically.

In our litigious society, this is even more important with your homeowner's insurance and auto insurance!

These insurance coverages will not only protect you and your assets, in most states having auto insurance is the law.

So how do you get these coverages reviewed? You call your agent, or if you don't have an agent, I recommend that you call the insurance expert that we use and refer our clients to. That person is J.P. Gudka in Colorado. You can reach J.P. by calling 303-752-2999.

Reviewing these two insurance coverages will allow you to feel comfortable about protecting your family and assets. So if you haven't done your 2009-2010 review yet, please, for the sake of your family, get it done soon.

Thanks as always for your interest and support.

Thursday, April 22, 2010

So What Else is New? No New Good News Out of Washington on Estate Taxes

I wish I had better news to report to you on estate tax developments. There is none. There is no movement in Washington to fix the federal estate tax mess that Congress created.

We assumed that after health care reform, Congress would take up the estate tax and actually fix their mess. So far, that assumption is not correct.

What should you do? If you haven't reviewed your plan to learn how it is affected by the 2010 and 2011 estate tax changes, it is imperative that you do so ASAP. Call me with any questions.