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Showing 17–19 of 19 results

  • 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.

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