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  • Are your assets protected from creditors?

    April / May 2018
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 757

    Abstract: One of the primary objectives of estate planning is protecting assets from unreasonable creditors’ claims, frivolous lawsuits or financial predators ― the reason being to pass as much wealth to family members as possible. This article explores several basic yet effective tools to protect hard-earned wealth.

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  • 5 tips for successful CEO succession

    August / September 2017
    Newsletter: Public Company Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 757

    Abstract: CEO succession is a fact of corporate life. The Corporate Governance Research Initiative (CGRI) at the Stanford Graduate School of Business reports that global CEO turnover ranges from 9% to 14% per year. But even though all CEOs eventually leave office, few organizations are well prepared to replace them. This article provides five tips for a successful transition.

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  • Stretch out estate tax on business interests

    February / March 2017
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 757

    Abstract: Frequently, heirs of successful entrepreneurs are forced to sell off business interests at “fire sale” prices to help pay federal estate taxes. To alleviate the tax strain, Internal Revenue Code Section 6166 allows heirs to stretch out estate tax payments over time. This article explains the ins and outs of Sec. 6166. A sidebar explains how a life insurance policy can help ease the tax bite.

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  • Strategies for keeping the lid on unemployment taxes

    January / February 2013
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 757

    Abstract: State-imposed unemployment taxes have skyrocketed since the onset of the recession. While there may be little that dealers can do to reverse this nationwide trend, they can be more thoughtful in the hiring decisions they make, so as to avoid future unemployment claims against them. This article shows how a dealership might be able to influence its unemployment tax payments if certain situations apply and if they take certain actions. A sidebar discusses the value of conducting prehiring assessments.

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  • Want to avoid court? Try ADR instead

    Spring 2011
    Newsletter: Construction Industry Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 757

    Abstract: Disputes arise in all types of business. But they can be particularly nasty for construction companies, because there are so many entities trying to get paid for projects fraught with risk. Yet such disputes can often be resolved more easily and quickly if they avoid litigation altogether. This article looks at a variety of alternative dispute resolution (ADR) methods that offer effective ways to address different degrees of conflict severity. Besides negotiation, mediation and arbitration, there are smaller, more intermediate steps that can be considered. A sidebar explains what’s involved when all else fails and it’s necessary to go to court.

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  • Are you in a giving mood? – Making lifetime gifts still an effective estate planning strategy

    August / September 2010
    Newsletter: Trendlines

    Price: $225.00, Subscriber Price: $157.50

    Word count: 757

    Abstract: It’s an odd year for estate planning, with estate tax legislation up in the air as of midyear. Although this has given rise to much estate planning uncertainty, making lifetime gifts is still an effective strategy. Lower asset values can make this a good time to transfer assets and remove future appreciation from one’s taxable estate. It’s also important to consider income taxes, as well as gift and estate taxes, and to ask whether gifting through a grantor retained annuity trust (GRAT) or charitable lead annuity trust (CLAT) might be beneficial.

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  • Avoid 2 costly life insurance snafus with an ILIT

    May / June 2009
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 757

    Abstract: Life insurance can help you provide for your loved ones’ financial security after your death. But if you own the policy, you could threaten the estate-tax-free status of your life insurance proceeds and significantly reduce the amount that’s left for your family. And if you designate a minor or legally incompetent person as a beneficiary, he or she might not receive the proceeds according to your wishes. Creating an irrevocable life insurance trust (ILIT) can avoid these problems.

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