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On the same page – Communicate your estate planning motives with a mission statement
November / December 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 580
Abstract: There are several reasons to create an estate plan, and there are many estate planning techniques and strategies to help achieve one’s estate planning goals. But, to avoid disputes, an important final step is communicating one’s intent and wishes to family members. This can be accomplished through a written mission statement — an effective way to help loved ones understand the decedent’s motives and the values and principles underlying the estate plan.
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Naming your retirement plan beneficiaries? Remember the tax considerations
Spring 2008
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 580
Abstract: Regularly reviewing the beneficiaries of a retirement plan — particularly if there’s been a life-changing event, such as a divorce, birth or death — is always a good idea. Specifically, when selecting beneficiaries, plan owners need to consider the income and estate tax impact of their choices. This article tackles the issues one by one. (Updated 6/10/12)