691
Showing 17–21 of 21 results
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Transferring ownership interests is a snap with a GRAT
January / February 2014
Newsletter: Real Estate Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: A grantor retained annuity trust, or GRAT, can provide substantial estate planning benefits. As this article explains, a GRAT is an irrevocable trust, funded by a one-time contribution of assets by the “grantor,” that pays the grantor an annuity for a specific term. When the GRAT’s term expires, the assets remaining in the trust transfer to designated beneficiaries in a manner that can be tax-advantageous.
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When is the right time to have your company appraised?
Spring 2013
Newsletter: Management & Tax Concepts
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: Many business owners assume the only right time to have their companies appraised is when they’re ready to sell. Not so. There are, in fact, many “right times” to engage the services of a professional appraiser: for example, when establishing an employee stock ownership plan (ESOP), evaluating business operations, establishing creditworthiness, or achieving estate planning benefits. This article discusses these reasons and the three valuation methods that appraisers use.
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The next steps – Putting to rest your deceased loved one’s affairs
Year End 2010
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: Losing a loved one can throw one’s life for a loop. And after the memorial service, it will likely be necessary to attend to the deceased’s estate and related legal and financial matters. But it can help ease the stress if one breaks the job into steps: locating important documents, inventorying assets and liabilities, and filing life insurance and Social Security claims. This article discusses the details, while a sidebar states the importance of contacting the deceased’s employer or business associates.
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Ascertainable standards: Why you need to know about them
July / August 2010
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: To design an effective estate plan, it’s important to strike a balance between minimizing taxes and retaining control over how wealth is distributed. In doing so, the language used in wills, trusts and other estate planning documents is critical. One area that demands precision is the use of ascertainable standards, which limit distributions to amounts needed for a beneficiary’s health, education, support and maintenance. This article explains why it’s important that these standards be clearly and precisely defined and covers which standards are ascertainable.
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Do you think college financial aid is out of your reach? It may not be — if you take steps to maximize your eligibility
January / February 2010
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 691
Abstract: As college costs continue to rise faster than inflation, it’s never been more challenging — or more important — to have a plan for managing those expenses. But families more fortunate than others might not have realized the extent to which financial aid may be available to them. This article takes a look at grants, scholarships and loans, and offers tips to increase eligibility for aid. A sidebar discusses the Free Application for Federal Student Aid (FAFSA) form that is often required when applying for aid.