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Showing 33–48 of 332 results

  • Estate Planning Red Flag – Your powers of attorney are stale

    May / June 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 261

    Abstract: Although much of estate planning deals with what happens after one dies, it’s equally important for a person to have a plan for making critical financial or medical decisions if he or she is unable to make them for themselves. This article explains the need to review and update powers of attorney.

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  • Estate planning in the FAST lane

    May / June 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 550

    Abstract: Traditional estate planning goals are still important, but affluent families are increasingly turning their attention to “softer,” yet equally critical, aspirations, such as educating the younger generation and preparing them to manage wealth responsibly, promoting shared family values, and encouraging charitable giving. To achieve these goals, many are turning to a “family advancement sustainability trust” (FAST). This article details how FASTs work.

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  • Sidestep the probate process to avoid the public eye

    May / June 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 804

    Abstract: Probate can be time consuming and expensive, and perhaps its biggest downside is that it’s public. In fact, anyone who’s interested can find out what assets a person owned and how they’re being distributed after one’s death. This article takes a closer look at the details of the probate process and strategies available to keep much or even all of one’s estate out of probate.

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  • The SECURE Act – What it means for your retirement and estate plans

    May / June 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 874

    Abstract: The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the most significant pieces of retirement plan legislation in years. In addition to affecting retirement planning strategies, the new law may also impact a person’s estate plan, especially if the beneficiaries will inherit IRAs or employer-provided retirement accounts. This article details the key changes in the SECURE Act and explains its impact on estate planning. A sidebar examines the new law’s benefits to small business owners.

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  • Estate Planning Red Flag – Your spouse failed to designate you as beneficiary of his or her IRA

    March / April 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 300

    Abstract: One advantage of inheriting an IRA from a spouse is that the other spouse is entitled to transfer the funds to a “spousal rollover IRA.” But what happens if the original IRA owner mistakenly named a trust as beneficiary of his or her IRA, or failed to name a beneficiary at all? This brief article details IRS guidance, in the form of a private letter ruling, related to this specific circumstance.

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  • Wealth preservation and estate planning go hand-in-hand

    March / April 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 614

    Abstract: A central tenet of any estate plan is the protection of your assets. Asset protection strategies can range from simple to quite sophisticated. This article explores several asset protection strategies, with the main takeaway being that it’s best to begin planning earlier rather than later.

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  • E-wills: Are they ready for prime time?

    March / April 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 684

    Abstract: Today, most people communicate, shop, bank and even sign documents online. But one area that hasn’t yet embraced the digital revolution is estate planning. Most people continue to execute wills and related documents with paper and ink at a lawyer’s office in the presence of witnesses and a notary public. This is beginning to change, though. One example is electronic wills. This article details the Uniform Electronic Wills Act.

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  • Creating an education legacy

    March / April 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 911

    Abstract: For many people, an important goal of estate planning is to leave a legacy for their children, grandchildren and future generations. And what better way to do that than to help provide for their educational needs? One way to do so is to establish a family education trust that invests in one or more 529 plans. This article details that strategy. A sidebar explains what happens when there are unused funds in a 529 plan.

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  • Estate Planning Red Flag – You have significant frequent flyer miles

    January / February 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 282

    Abstract: For those who have accumulated hundreds of thousands or even millions of frequent flyer miles, it’s worth their while to address the miles in their estate plans. The reason is that the value of the miles can be significant. This brief article explains how to address this asset type in an estate plan.

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  • Making the most of charitable donations

    January / February 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 677

    Abstract: Conventional wisdom says that an illiquid taxpayer who wishes to make a charitable contribution is better off donating appreciated assets rather than cash. However, in some cases, it’s preferable to liquidate appreciated assets and donate cash, especially since the Tax Cuts and Jobs Act temporarily increased the limit on deductions for cash donations to public charities from 50% to 60% of adjusted gross income (AGI), compared to 30% of AGI for appreciated assets. This article explains the factors that must be considered when making charitable donations.

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  • There’s no time like the present to draft your will

    January / February 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 732

    Abstract: A well-crafted, up-to-date will is the cornerstone of an estate plan. Importantly, it can help ease the burdens on your family during a difficult time. This article details what a will should address.

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  • Now or later – When’s the right time to transfer your wealth?

    January / February 2020
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 899

    Abstract: To gift or not to gift? It’s a deceptively complex question. The temporary doubling of the gift and estate tax exemption is viewed by many as a “use it or lose it” proposition. But giving away wealth now isn’t right for everyone. Depending on one’s circumstances, there may be tax advantages to keeping assets in one’s estate. This article explains the tax consequences of making lifetime gifts vs. bequests at death. A sidebar details how to build flexibility into an estate plan.

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  • Estate Planning Red Flag – Your will or trust lacks clarity

    November / December 2019
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 296

    Abstract: Precise language is critical in wills, trusts and other estate planning documents. A lack of clarity is an invitation to litigation, as demonstrated by the ongoing dispute between Tom Petty’s widow and his two daughters from a previous marriage. This brief article uses the Petty case to illustrate the importance of using unambiguous language to ensure that one’s wishes are properly carried out.

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  • ABLE accounts and special needs trusts – 2 options for families with disabled loved ones

    November / December 2019
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 575

    Abstract: For those with a family member who’s disabled, estate planning can be difficult. Two options to consider are a special needs trust (SNT) or a Section 529A account, often referred to as an ABLE account, because it was created by the Achieving a Better Life Experience (ABLE) Act. This article details the pluses and minuses of an SNT and an ABLE account.

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  • Estate planning and your art collection

    November / December 2019
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 730

    Abstract: For art collectors, it’s critical that their estate plans address their collections separately from other types of assets. Investments in artwork may be motivated in part by financial gain, but for most collectors the primary motivation is a passion for the art itself. As a result, managing these assets involves issues that aren’t presented by purely financial assets. This article details how to address an art collection in an estate plan.

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  • What’s a clawback ― and should you be worried about it?

    November / December 2019
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 868

    Abstract: By temporarily doubling the gift and estate tax exemption amount, the Tax Cuts and Jobs Act created an historic opportunity for affluent families to shelter wealth from transfer taxes through lifetime giving. But some families are concerned that, if they take advantage of this opportunity, a portion of those gifts may be “clawed back” into their estates and be subject to estate taxes when the exemption amount is reduced. This article explains how, in theory, a clawback works. A sidebar explains how the IRS has alleviated concerns about assets being clawed back into one’s estate.

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