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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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Filing 2014 foreign bank and financial account reports
May 2015
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 267
Abstract: The Bank Secrecy Act may require those who have a financial interest in or signature authority over a foreign financial account exceeding certain thresholds to report the account yearly to the IRS. This article explains the procedures for doing so.
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Help participants avoid an inappropriate IRA rollover
Year End 2014
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 267
Abstract: The Government Accountability Office recently found that much of the information touting the benefits of IRA rollovers isn’t always objective. This prompted the Financial Industry Regulatory Authority (FINRA) to alert investment advisors and brokerage firms that it’s investigating inappropriate IRA rollover solicitations to 401(k) plan participants nearing retirement. In turn, plan sponsors should be aware of employees who may be persuaded to roll over assets into expensive or poorly designed and managed IRAs. This brief article highlights FINRA’s findings and steps sponsors can take to help participants.
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Estate Planning Pitfall – You haven’t recently valued your estate
October / November 2008
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 267
Abstract: If a person doesn’t know what his or her estate is worth, how can he or she plan to distribute it in the most tax-efficient manner? Over time, a person’s net worth and circumstances change, as do federal and state estate tax laws and regulations. This short article details why it’s important to have an independent appraiser value an estate.