December Summary

“To handle yourself, use your head; to handle others, use your heart.” – Donald A. Laird THE MONTH IN BRIEF December lived up to its promise as one of the better months of the year for stocks, with the S&P 500 gaining 6.53%.1 It was a strangely quiet time on Wall Street, and the biggest [...]

What’s Up With The 2010 Estate Tax – Presented by Pete Mitchell

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. President Obama and Congressional leaders wanted the estate tax to stick around in 2010 at 2009 levels (estate taxes up to 45% with a $3.5 million exemption), but lawmakers were preoccupied with other matters.1,2