IEP

Showing 321–324 of 324 results

  • Estate Planning Pitfall – You didn’t name a guardian for your minor children

    February / March 2008
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 340

    Abstract: No estate planning decision is more important than choosing a guardian to care for minor children in the event that something happens to their parents. A court will name the guardian if the parents don’t. This short article discusses five tips to consider when selecting the right person to be the guardian of minor children.

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  • A charitable gift annuity can benefit you and a charity

    February / March 2008
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 568

    Abstract: There are several estate planning strategies to use to satisfy philanthropic goals while preserving some tax and financial benefits for the individual. One such strategy involves using a charitable gift annuity (CGA). This article examines how a CGA can benefit individuals and charities. (Updated: 4/27/12)

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  • Don’t let S corporation stock throw you a curve

    February / March 2008
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 899

    Abstract: The S corporation remains one of the most popular entity choices for closely held businesses. From an estate planning perspective, however, S corporation stock can complicate matters. This article details the pros and cons of four types of trusts that can hold S corporation stock.

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  • Joint home purchase – A simple strategy offers big estate tax savings

    February / March 2008
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 998

    Abstract: A home is likely a person’s most valuable asset. And one of the most effective strategies for passing the home to his or her children or other loved ones while minimizing gift or estate taxes also is one of the simplest: the joint purchase. This article explains how a joint purchase strategy works.

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