IEP

Showing 33–48 of 324 results

  • Estate Planning Pitfall – You’re hiding assets without telling anyone

    February / March 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 297

    Abstract: People sometimes keep assets hidden without letting their family know about their existence or location. Similarly, they may have life insurance policies no one knows about. This brief article explains, through a fictional example, why full disclosure to loved ones is recommended.

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  • Digital assets and your estate plan – This asset type requires special planning

    February / March 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 600

    Abstract: The digital revolution has touched virtually every aspect of our lives. The result is that one likely has at least a handful of “digital assets.” These assets may include personal assets, such as online bank and brokerage accounts, and business assets, such as a company’s website, domain name, client databases and electronic invoices. This article explains that, as with all assets, a person needs to account for them in their estate plan.

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  • What are the benefits of a durable power of attorney?

    February / March 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 676

    Abstract: No one likes to think about being incapacitated, but the threat is real. This raises some troubling thoughts about how one’s personal and financial affairs will be handled in the event they’re incapacitated. This article notes that a common solution to this problem is to create a power of attorney, and explains why the optimal protection is afforded by a durable power of attorney.

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  • Executors and trustees – The name game

    February / March 2020
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 904

    Abstract: It’s important to name executors and trustees who can provide the necessary expertise in handling assets and duties. This article details the duties of an executor and a trustee. A sidebar explains the need to name successors in the event one’s first choice can’t meet obligations.

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  • Estate Planning Pitfall – You haven’t addressed pets in your estate plan

    Year End 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 280

    Abstract: Pet trusts have been around for decades, but they’ve been gaining in popularity the last few years. In fact, they’re now available anywhere in the country. This brief article explains how a pet trust works.

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  • The clock is running – Why now may be the time to make a Roth IRA conversion

    Year End 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 565

    Abstract: Roth IRAs offer significant financial and estate planning benefits. If a person has a substantial balance in a traditional IRA and is considering converting it to a Roth IRA, there may be no better time than now. This article explains how the Tax Cuts and Jobs Act both enhances the benefits of a Roth IRA and reduces the cost of converting.

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  • 7 deadly estate planning sins

    Year End 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 736

    Abstract: According to literature, the “seven deadly sins” are lust, gluttony, greed, laziness, wrath, envy and pride. Although individuals may be guilty of these from time to time, other types of “sins” can be fatal to an estate plan if one isn’t careful. This article details seven transgressions to avoid.

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  • IDGT: This trust is supposed to “fail”

    Year End 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 773

    Abstract: Trusts come in all shapes and sizes. However, from an income tax perspective, there are basically two types: grantor trusts and nongrantor trusts. An intentionally defective grantor trust (IDGT) has the best attributes of both trust types. This article explains how an IDGT works. A sidebar discusses the ins and outs of selling assets to an IDGT.

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  • Estate Planning Pitfall – You’ve waited too long to transfer ownership of your life insurance policy

    October / November 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 315

    Abstract: Generally, the proceeds of one’s life insurance policy are included in their taxable estate. A person can remove them by transferring ownership of the policy, but there’s a catch: Wait too long, and one’s intentions may be defeated. Essentially, if ownership of the policy is transferred within three years of a person’s death, the proceeds revert to their taxable estate. This brief article explains why an irrevocable life insurance trust should own the proceeds.

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  • What’s new with the kiddie tax?

    October / November 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 618

    Abstract: One of the outcomes of the Tax Cuts and Jobs Act is that children with unearned income may find themselves in a higher tax bracket than their parents. Under the “kiddie tax,” as it’s sometimes referred to, a child’s unearned income is taxed according to the tax brackets for trusts and estates, under which the highest tax rates kick in at far lower income levels. This article explains the origins of the kiddie tax and details kiddie-tax-saving strategies.

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  • Put pen to paper – How a letter of instruction can benefit family harmony

    October / November 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 603

    Abstract: A person’s will is the centerpiece of his or her estate plan. Typically, it’s the most important document used in estate planning and is created before any other. A document that complements a will is a letter of instruction. This article details the elements of the letter.

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  • Estate planning with a foreign twist

    October / November 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 973

    Abstract: If a married couple includes a non-U.S. citizen spouse, there are special estate planning rules to take into account, such as a significantly smaller estate tax exemption. This article explains the differences in estate tax law for couples when both spouses are U.S. citizens vs. when one spouse is a non-U.S. citizen. A sidebar details the benefits of using a qualified domestic trust.

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  • Estate Planning Pitfall – You’re setting up trusts in your home state

    August / September 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 264

    Abstract: Generally, the logical place to establish a trust is in one’s home state. However, for a variety of reasons, that may not be the best option. One may be better off establishing the trust in a different jurisdiction. This brief article discusses the reasons for setting up a trust out of state.

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  • Covering all the bases – Both your business and estate plan can benefit from a buy-sell agreement

    August / September 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 604

    Abstract: A buy-sell agreement provides for the disposition of each owner’s business interest after a “triggering event,” such as death, disability, divorce, termination of employment or withdrawal from the business. However, to be effective, the agreement must include the appropriate provisions. It also should be part of one’s estate plan if the person has an interest in a family-owned or other closely held business. This article explains the ins and outs of a buy-sell agreement.

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  • Do you have questions about guardianship?

    August / September 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 746

    Abstract: Parents of a newborn or toddler may be thinking about naming a guardian for their child. This can be a difficult decision, especially if a person has a plethora of choices or, on the other hand, has no one he or she can trust. Or perhaps a person is planning to petition a court for guardianship of a child. In either event, it’s important to adhere to the legal principles under state and local law. This article provides answers to common questions regarding guardianship.

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  • Protect your will from legal challenges

    August / September 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 879

    Abstract: To avoid family disputes over a will after one’s death, it’s worth taking the time now to institute steps to protect the will from legal challenges. This article details four specific steps for bulletproofing a will. A sidebar explains the benefits and pitfalls of video recording the signing of a will.

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