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Estate Planning Pitfall – A beneficiary designation or joint title overrides your will
October / November 2013
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 253
Abstract: Inattention to beneficiary designations and jointly held assets can quickly unravel an estate plan. Many don’t realize that their will doesn’t control the disposition of “nonprobate assets,” such as life insurance policies, retirement plans and IRAs, jointly owned real estate, joint bank or brokerage accounts, payable on death (POD) accounts, and transfer on death (TOD) securities. This article explains how to better control the disposition of assets.
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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.
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Stark law Phase III regulations address fair market value for physician compensation
Spring 2008
Newsletter: Rx for Practice Management / Practice Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 253
Abstract: On Dec. 4, 2007, Phase III regulations of the Stark law became effective. The Stark law prohibits physicians from making referrals of designated health services payable by Medicare to an entity with which the physician has a financial relationship, unless certain exemptions or safe harbors apply. This article discusses one such safe harbor that was eliminated under the Phase III regs that concerned methodologies for determining fair market value for physician compensation.