The following are highlights from the May 2011 issue of Financial Planning: The View From Lowry Hill, our newsletter providing insight about pertinent financial issues:

Surprise, surprise and more surprise. That was the reaction by many to the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 signed into law by President Obama on December 17, 2010. The act made some favorable changes to the estate and gift tax rates that are applicable only in 2011 and 2012, unless further action is taken by Congress to extend these changes or make them permanent. In this issue of  Financial Planning: The View From Lowry Hill, we will summarize the new estate, gift and generation-skipping tax law changes, and outline planning opportunities that may be beneficial to you. 

Articles

Speeches

Financial Planning:
The View from Lowry Hill

Investments:
The View From Lowry Hill

2011 Annual Client Letter [pdf]

Past issues of Financial Planning: The View From Lowry Hill