Sell Your Policy? (240 KB PDF file)
This September 2006 article from Trusts and Estates discusses the issues which need to be considered when a client is considering the sale of a life insurance policy. Authors: Allan Goldstein, Leigh Harter, and David Holaday
The Nation’s Long-Term Fiscal Outlook (167 KB PDF file)
This September 2006 report analyzes the US’s long term financial condition and expresses serious concern that the single biggest financial issue facing the country is the cost of heath care.
The 2007 Social Security Trustees’ Report (857 KB PDF file)
This May 2007 report of the United States Board of Trustees of the Federal Old Age and Survivors Insurance and Federal Disability Insurance Trust Funds paints a dismal picture of the future of federal entitlement programs without reform.
IRS Report on Reducing the Federal Tax Gap (661 KB PDF file)
This August 2007 report from the IRS details how US taxpayers can be “encouraged” to increase their voluntary payment of tax to the federal government.
Asset Distribution of Taxable Estates (69 KB PDF file)
This February 2007 report from the Congressional Research Service uses information from federal estate tax filings in 2005 to show how assets were distributed. Author: Steven Maguire
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