Estate Planner
Showing 353–368 of 384 results
-
Give and receive – Charitable gift annuities can benefit both you and your favorite charity
March / April 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 716
Abstract: Because of volatile financial markets, an investment that offers guaranteed fixed income for life has great appeal. A charitable gift annuity (CGA) offers an attractive combination of a secure income stream, an immediate income tax deduction and the opportunity to benefit a favorite charity. This article covers the ins and outs of a CGA.
-
Spendthrift trusts aren’t just for spendthrifts
March / April 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 559
Abstract: No matter what happens to the estate tax in the future, estate planning will continue to be essential for most families. That’s because tax planning is only a small component of estate planning — and usually not even the most important one at that. An equally important strategy is asset protection. And a spendthrift trust can be an invaluable tool for preserving wealth for heirs. This article explains how to use a spendthrift trust.
-
Estate Planning Red Flag – Your power of attorney isn’t all that powerful
March / April 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 362
Abstract: An estate plan likely includes a power of attorney that appoints another person to manage investments, pay bills, file tax returns and otherwise handle property when the person is unable to do so. But not all powers of attorney are created equal. This short article details four things to consider when reviewing a power of attorney document.
-
What’s new with FLPs and FLLCs? Recent court cases offer insight on how these estate planning tools will hold up against IRS scrutiny
March / April 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 1397
Abstract: Family limited partnerships (FLPs) and family limited liability companies (FLLCs) can be powerful tools for consolidating and managing family wealth while reducing gift and estate taxes. Unfortunately, the potential for significant tax savings makes FLPs and FLLCs targets for the IRS. This article explains how FLPs and FLLCs work and examines how the outcomes of recent court cases affected them.
-
Estate Planning Red Flag – You’re transferring S corporation stock to an ineligible trust
January / February 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 311
Abstract: S corporations are subject to a number of strict requirements. If a person transfers S corporation stock to an ineligible trust, he or she risks losing the corporation’s tax-advantaged status. This short article explains the three trust types that can hold S corporation stock.
-
9 questions single parents should ask about their estate plans
January / February 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 674
Abstract: In many respects, estate planning for single parents is similar to estate planning for families with two parents. Single parents want to provide for their children’s care and financial needs after they’re gone. But when only one parent is involved, certain aspects of an estate plan demand attention. This article examines nine questions single parents should consider when reviewing their estate plans.
-
Portion control – Does your tax apportionment clause divide the estate tax pie for best results?
January / February 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 810
Abstract: The tax apportionment clause in a will or living trust specifies how the estate tax burden will be allocated among beneficiaries. Many people view the apportionment clause as little more than boilerplate. But if an estate is large enough to generate a significant estate tax liability, the apportionment clause can have a big impact on an estate plan. This article details the ins and outs of drafting an apportionment clause.
-
Addressing intellectual property in an estate plan
January / February 2009
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 1059
Abstract: Copyrights, patents and other forms of intellectual property (IP) can have enormous value. But whether IP rights are a significant source of wealth or only a small fraction of an estate, it’s critical to address them in an estate plan. This article defines IP and explains why these intangible assets behave differently than other types of property in an estate plan.
-
Estate Planning Red Flag – Your estate plan doesn’t provide for sufficient liquidity
November / December 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 298
Abstract: When planning an estate, providing liquidity to pay taxes and other expenses is every bit as important as developing strategies to minimize estate and gift taxes. There are countless horror stories about families who were forced to sell a family business or other precious assets to raise the necessary funds to pay estate and gift taxes. This short article explains how to build liquidity into an estate.
-
What goes down must come up – Estate planning in a low interest rate environment
November / December 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 1213
Abstract: The financial markets have always been cyclical. When interest rates are low, it’s a sure bet that they’ll rise again, given time. Key federal rates have dropped this year to their lowest level in several years. So now is a good time to consider wealth-transfer strategies that lock in these low rates, such as family loans, grantor retained annuity trusts, charitable lead annuity trusts and sales to grantor trusts. This article details these strategies.
-
Changing state taxes can affect your estate plan
November / December 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 814
Abstract: For years, state death taxes had little or no effect on estate planning. That’s because the state death tax credit allowed states to grab a piece of an estate’s federal tax pie with minimal administrative effort or expense. Now, however, the credit has been eliminated, prompting revenue-hungry states to rewrite their tax laws. This article explains how these new laws affect estate plans.
-
Shelter your business assets – Preserve more wealth for your heirs with asset-protection strategies
November / December 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 513
Abstract: Estate planning and asset protection go hand in hand. Most people concentrate their asset-protection efforts on insulating their personal wealth from frivolous lawsuits or other claims. But if a significant portion of a person’s wealth is invested in a business, it’s equally important to protect its assets from unreasonable or excessive creditor claims. This article explores asset-protection strategies. (Updated: 11/30/12)
-
Estate Planning Red Flag – You don’t have a gifting plan
September / October 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 253
Abstract: If a person’s estate plan doesn’t contain a gifting strategy, he or she is missing out on a relatively simple way to pass substantial amounts of wealth to heirs and reduce his or her estate tax liability. This short article provides an example of how much a gifting strategy can shelter wealth from estate taxes.
-
Do you wish to disinherit a spouse or child?
September / October 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 502
Abstract: When a relationship with a spouse or child deteriorates, it may be time to make the difficult decision to disinherit him or her. This article answers three frequently asked questions about disinheriting a family member.
-
Art direction – 5 estate planning strategies for your art collection
September / October 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 1025
Abstract: All too often, people overlook their art collection when planning their estates. But paintings, sculptures and other pieces of art can be very valuable, in some cases representing a significant portion of one’s estate. This article describes five tips for addressing art in an estate plan. (Updated: 12/26/12)
-
Abracadabra! Sec. 1031 exchange can make capital gains tax disappear
September / October 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 1189
Abstract: If a person owns a highly appreciated business or investment property that he or she would like to sell or otherwise dispose of, the person can possibly avoid capital gains tax by exchanging it for new property that he or she plans to hold (or continue exchanging) for life. A Section 1031 exchange allows a person to eliminate the tax — or at least defer it until he or she sells the new property. This article details how a Sec. 1031 exchange works and explains how it may fit into a person’s overall estate planning strategy.