Insight on Estate Planning

IEP

Showing 1–16 of 316 results

  • Estate Planning Pitfall – Your elderly relative won’t commit to estate planning

    February / March 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 267

    Abstract: There are many obstacles in the path to estate planning. One of the more difficult to overcome is when an elderly parent or family member refuses to cooperate or even acknowledge the need for estate planning measures. This brief article discusses steps to take to encourage a parent or other family member to create an estate plan.

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  • The art of estate planning – An art collection is a special asset to account for in an estate plan

    February / March 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 752

    Abstract: It goes without saying that an art collection, including paintings, sculptures and other pieces of art, can represent a significant portion of a person’s estate. Thus, it’s critical to account for these assets in their estate plan. This article stresses the importance of having one’s art collection valued by a professional valuator and lists three options available for incorporating art into an estate plan.

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  • Understanding the terms of health care directives

    February / March 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 699

    Abstract: Estate planning experts usually cite the need to include advance health care directives in a comprehensive estate plan. But there’s often disagreement about the legal names given to those directives and their optimal use, depending on one’s jurisdiction. In any event, regardless of what they’re called in the state where you reside, it’s important to create these documents and keep one’s family in the loop. This article defines several health care directive terms.

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  • Attention business owners: It’s time to talk about estate planning

    February / March 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 832

    Abstract: For many small business owners, estate planning may be the last thing on their minds, especially if they’re struggling to recover after a turbulent 2020. However, not only can estate planning help ensure that one’s objectives are met should they die unexpectedly or become disabled, it may protect the business. Also, an estate plan may provide a smooth transition to the next generation. This article details specific estate planning strategies for business owners.

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  • Estate Planning Pitfall – You’ve named the wrong executor

    Year End 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 318

    Abstract: Appointing the executor of an estate is a critical estate planning decision. Many typically turn to a family member, such as a spouse or adult child, as a first choice. What happens when the person who would be the obvious choice turned out not to be the best one for the job? This brief article explains why choosing the “wrong” executor could cause a multitude of problems.

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  • Shh! This is a silent trust — let’s keep it quiet

    Year End 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 599

    Abstract: Generally, estate planning advisors recommend that individuals be upfront with family members about how they plan to divide their assets. However, when using a “silent trust,” sometimes referred to as a “quiet trust,” people will have to keep their plans to themselves. This article explains that a silent trust limits the amount of information shared with beneficiaries or, in some cases, keeps the existence of the trust secret.

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  • Consider all the angles of joint ownership

    Year End 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 768

    Abstract: Estate planners generally tout the virtues of owning property jointly — and with good reason. Joint ownership offers several advantages for surviving family members. But this shouldn’t be viewed as a panacea for every estate planning concern. This article details the two types of joint ownership as well as the advantages and disadvantages.

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  • Does a qualified charitable distribution make sense this year?

    Year End 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 925

    Abstract: A unique provision in the tax code allows certain transfers, made directly from a traditional IRA to a qualified charitable organization, to avoid taxation. Although this benefit of a qualified charitable distribution (QCD) has been negated for 2020, there are still several viable reasons for making a QCD this year. This article explains how the current tax laws in 2020 affect QCDs. A sidebar details how QCDs work.

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  • Estate Planning Pitfall – A significant portion of your wealth is concentrated in a single stock

    October / November 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 315

    Abstract: When building a nest egg, it’s important to remember not to limit investment holdings to only a handful of winners. It’s often said that past performance isn’t a guarantee of future results. This brief article explains the risk of losing one’s nest egg because of having high-risk stock exposure.

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  • Is now the right time to forgive intrafamily loans?

    October / November 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: Whether one made intrafamily loans years ago or perhaps this year in response to a loved one’s financial troubles due to the COVID-19 pandemic, consider forgiving those loans. Why? A record-high gift and estate tax exemption amount and a low-interest-rate environment add up to an ideal time to forgive intrafamily loans. This article explains the reasons to forgive a loan and details the income tax considerations of doing so.

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  • FAQs about QPRTs

    October / November 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 750

    Abstract: Using a qualified personal residence trust (QPRT) to transfer ownership of a home to a trust can avoid potential estate tax pitfalls without drastic changes during one’s lifetime. Essentially, a person can continue to live in the home for a stated term of years. When the trust ends, the remainder interest passes to designated beneficiaries, such as one’s children. This article answers FAQs about QPRTs.

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  • No free lunch for the sandwich generation

    October / November 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 937

    Abstract: The sandwich generation is the name given to people caught in the middle between caring for elderly parents or in-laws and raising young, and sometimes not-so-young, children. And, of course, they still have to handle their own affairs. This article explains how to develop a comprehensive estate plan that accommodates the needs of all the parties by approaching the situation in a logical and organized manner. As the main article mainly focuses on dealing with elderly parents, a sidebar explores ideas on how to accommodate child-related needs.

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  • Estate Planning Pitfall – You haven’t created a road map for your estate plan

    August / September 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 297

    Abstract: Creating documents for an estate plan, such as a will, trusts and a power of attorney, can be time consuming. While these documents are essential for the plan, it’s beneficial for surviving family members to have a “road map” to navigate the aftermath. This brief article explains what to include in the road map document.

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  • Breathe new life into a “broken” trust by decanting it

    August / September 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 587

    Abstract: Building flexibility into one’s estate plan using various strategies is generally advised. The reason is that life circumstances change over time, specifically changing tax laws and family circumstances. This is especially true during the COVID-19 pandemic. One such strategy to consider is decanting a trust. This article explains what it means to “decant” a trust.

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  • The CARES Act creates charitable tax incentives

    August / September 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 643

    Abstract: Many individuals incorporate charitable giving into their estate plans, providing assistance to their favorite charities while preserving sufficient assets for their heirs. Typically, the charitable donations are structured to maximize the tax benefits on the books. The Coronavirus Aid, Relief and Economic Security (CARES) Act increases those tax incentives. This article details how taxpayers can realize tax savings from charitable donations under the CARES Act.

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  • The CARES Act – Recent tax law changes may affect your estate plan

    August / September 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 953

    Abstract: The Coronavirus Aid, Relief and Economic Security (CARES) Act is designed to provide tax relief to individuals and businesses struggling to make ends meet due to the COVID-19 pandemic. But this law may also have a long-reaching impact on one’s estate plan. This article explains several provisions of the CARES Act that may affect participants in qualified retirement plans. A brief sidebar details the options for those who take early required minimum distributions.

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