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Estate Planning Red Flag – You have assets in payable-on-death accounts
March / April 2019
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 313
Abstract: Payable-on-death (POD) accounts provide an inexpensive way to transfer assets outside of probate. They can be used for bank accounts, certificates of deposit or even brokerage accounts. Setting one up is as easy as providing the bank with a signed POD beneficiary designation form. When a person dies, his or her beneficiaries just need to present a certified copy of the death certificate and their identification to the bank, and the money or securities are theirs. However, POD accounts can backfire if they’re not coordinated carefully with the rest of an estate plan. This brief article uses a fictional example to explain why.
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Estate Planning Red Flag – You’ve made nondeductible contributions to your IRA
January / February 2019
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 313
Abstract: Traditional IRAs can hold a mixture of deductible (after-tax) and nondeductible (pretax) contributions. If this is the case, it’s critical to track contributions carefully to avoid double taxation of distributions. Why? Because the IRS treats distributions as a blend of pretax and after-tax dollars. This brief article explains why a person can end up overpaying taxes if the distributions are treated as fully taxable.
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Estate Planning Pitfall – You own property outside your revocable trust
August / September 2014
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 313
Abstract: The primary purpose of a revocable trust — also known as a “living trust” or “inter vivos trust” — is to avoid probate. But, for those who are not diligent about transferring assets to the trust, that purpose may be defeated. This article describes why it’s desirable to avoid probate and how a revocable trust and other strategies can achieve this end.
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Legal seminars: Turning attendees into clients
Spring 2013
Newsletter: Law Firm Management
Price: $225.00, Subscriber Price: $157.50
Word count: 313
Abstract: Seminars and speaking engagements offer lawyers some of the best opportunities to engage large audiences and develop new business. But such opportunities are all too easy to squander. No matter what the topic, preparation and follow-through are critical. This article offers suggestions to help attorneys make the most of these engagements.
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Does your home office qualify for a deduction?
June / July 2011
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 313
Abstract: Whether because their employer is trying to save money on office space or they’re self-employed, many people are working from home today. A tax-related benefit of working from home is claiming the home-office deduction. But, as this article explains, there are a number of requirements that must be observed to avoid running afoul of the IRS.
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Pssst! Have you heard? Word-of-mouth marketing can help you build your business
February / March 2008
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 313
Abstract: This short article discusses why word-of-mouth marketing (a.k.a. referrals) is one of the best, most cost-effective ways to grow your business. Although you may be relying on successful product and service delivery to grow your company, you can maximize these opportunities by developing a program to handle referrals. This article explains how to do it. (Updated 1/4/12)