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Latest News

Weekly Economic Update - 3.26.12

 

HOUSING MARKET COOLS DOWN IN February
Nationally, home sales took a step back last month. Last week, the National Association of Realtors reported a 0.9% drop in residential resales in February.
 
THE BIG ESTATE PLANNING QUESTION OF 2012

Should you exploit the $5.12 million lifetime gift exemption?
 
An unprecedented gift. In late 2010, Congress gave wealthy taxpayers a remarkable short-term opportunity to shift assets out of their estates tax-free during their lifetimes.
 
WHAT BENEFICIARIES NEED TO KNOW

 

What do you do when an account owner passes away?
 

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William LaCasse is an investment advisor representative of and securities offered through, USA Financial Securities Corporation, Member FINRA/SIPC. (www.finra.org).
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