Year 2000 Archive

Financial Thoughts of the Season
Making a year-end list.

A Little-Known Estate Tax
IRD can deplete assets

The Top Five Mistakes
Don't make them with your investments.

Retirement Legislation
Bill would make saving easier.

Viatical Settlements
A consideration for the terminally ill.

Making a Gift
What everyone should know

Passing on Your Vacation Home
Check out the QPRT

Mutual Fund Overlap
Correcting imbalances

Paying Estate Taxes ...
with tax-free funds!

Tax-Efficient Mutual Funds
It's what you keep, not what you make.

Inheriting an IRA
Multiple options to consider

Avoiding Estate Taxes
Planning can save fortunes.

Please send questions or comments to don.coffin@snet.net.