RONEY & COMPANY FOR ESTATE AND CHARITABLE PLANNING
Update July 24, 2012 Roney & Company specializes in estate and charitable planning
and the two do go together because often charitable giving is included in the wills of many people. Insurance planning
and insurance strategy is also a specialty of Roney & Company. Michael Roney spent some time with me discussing
not only his services but also his outlook for the economy, taxes and especially the estate tax situation. He says his
firm's goal is to "help you keep your money" by planning for taxes and upcoming tax changes. "The tax
laws are changing," Roney told me, "regardless who wins the November elections."
Roney and his expert staff work to preserve your estate. And the work starts with a free consultation where
they want to see what you have done so far so that they can give you an honest idea about what they can do for you in the
future. "Leave your checkbook at home when you come to the first meeting," Michael Roney told me.
Some of his strategies include converting taxable income to tax free income, and to prepare for increases
in capital gains taxes that are coming. "People don't plan to fail," he said, "they fail to plan."
Our Best Buys TV show report is below.Roney &
Company70 S. Lake Avenue, Suite 950Pasadena, California 91101626-795-9590www.MichaelRoney.comCA Lic # OA62353 Registered Representative