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  • Estate Planning Red Flag – You own real estate in more than one state

    March / April 2021
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 288

    Abstract: One goal of estate planning is to avoid or minimize probate. This is particularly important if a person owns real estate in more than one state. Why? Because each piece of real estate titled in his or her name must go through probate in the state where the property is located. This brief article explains how to avoid the probate process using a revocable trust.

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  • Estate Planning Pitfall – You reside in a state with high estate tax

    April / May 2017
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 288

    Abstract: Even though reforms being debated by Congress could repeal the federal estate tax with certain modifications, state estate taxes might still siphon off hundreds of thousands of dollars regardless of what happens under federal law. This brief article provides options if a person lives in a state with high estate taxes.

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

    October / November 2016
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 288

    Abstract: Pet owners in all 50 states can now make provisions for their animals through a trust. This “pet trust” allows owners to set aside funds for the animal’s care. After the pet dies, any remaining funds are distributed among one’s heirs as directed by the trust’s terms. This brief article explains how the trust works.

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  • Moneylines: News briefs for businesses

    June / July 2016
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 288

    Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) a reminder to check the latest IRS rules on valuing an employer-provided vehicle’s personal use, 2) the top concerns of midsize business owners, according to a study released earlier this year, and 3) survey data revealing what drives job satisfaction among executives.

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  • Estate Planning Red Flag – You’ve included employees in your will or trust

    July / August 2015
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 288

    Abstract: Employers may think of their employees as family. But if an employer wishes to provide for his or her employees in his or her estate plan, unintended tax consequences may result. This brief article details an exception for gifts and bequests to employees.

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  • Moneylines: News briefs for businesses

    Year End 2014
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 288

    Abstract: In this issue, “Moneylines” looks at the IRS’s final regulations regarding the proper tax treatment of dispositions of tangible depreciable property under MACRS. It notes an ACFE report revealing that tips delivered via a telephone hotline or other such medium were the most common fraud detection method cited by survey participants. And a survey by a custom apps developer illuminates the evolving role of IT departments.

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  • Moneylines: News briefs for businesses

    October / November 2013
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 288

    Abstract: This issue’s “Moneylines” discusses a survey predicting that health care costs will see lower growth in 2014. It also discusses a court case in which a company was found guilty of violating minimum wage laws when it failed to pay interns, and cites a survey which found that many small-business owners aren’t financially ready for retirement.

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