286
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Estate Planning Pitfall – The 60-day IRA rollover deadline has passed
April / May 2019
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 286
Abstract: Obviously, qualified retirement plans such as 401(k) plans and IRAs are meant to provide retirement savings. However, those who don’t have to draw heavily, if at all, on plan and IRA assets can preserve a tidy nest egg for heirs. If handled correctly, distributions can be stretched over the lifetimes of several generations. This brief article will explain the danger of missing the 60-day IRA rollover deadline.
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Why you should retain old insurance policies
Winter 2019
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 286
Abstract: After insurance policies expire, many dealerships just throw away the paper copies and delete the digital files. In certain situations, though, they may need to produce these policies even after the coverage period has expired. This article examines the types of situations where this might occur, such as with cases of employee embezzlement or sexual harassment claims.
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Why you should retain old insurance policies
January / February 2019
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 286
Abstract: After insurance policies expire, many dealerships just throw away the paper copies and delete the digital files. In certain situations, though, they may need to produce these policies even after the coverage period has expired. This article examines the types of situations where this might occur, such as with cases of employee embezzlement or sexual harassment claims.
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Estate Planning Pitfall – You’ve videotaped your will
February / March 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 286
Abstract: Technology enables a deceased person to express wishes to his or her assembled family from beyond the grave, but states generally require wills to be physical documents that are written, signed and properly witnessed during a person’s lifetime. By itself, a videotape isn’t a legally valid substitute for a will. This brief article explains how a videotaped will fits into an estate plan.
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Moneylines: News briefs for businesses
Year End 2013
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 286
Abstract: This issue’s “Moneylines” looks at the taxation burden borne by S corporations, the importance of checking job-seekers’ references, and how social networking can help a company with its next technology purchase.
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Estate Planning Pitfall – You haven’t named backup beneficiaries for your life insurance policies
October / November 2009
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 286
Abstract: A life insurance policy’s beneficiary designation is extremely important but easily overlooked. Many people make the mistake of naming their estate as beneficiary, which can result in needless expense and delay. As this short article explains, the solution is to designate at least two backup (or contingent) beneficiaries.