May/June 2008 issue of The Estate Planner
The Estate Planner. A simple plan. Installment sale offers alternative to complex estate planning strategies Balance competing goals with a QTIP trust. Take care when choosing IRA beneficiaries Estate Planning Red Flag. |
May/June 2006 issue of The Estate Planner
Keep wealth in the family using rolling GRAT's; Administrative checklist for after a family member passes away; tips for tax-wise charitable giving; consider disclosure rules when designing trusts; red flag - newly acquired property isn't titled... |
July/August 2006 issue of The Estate Planner
A prenup can tile up loose ends before you tie the knot; terminating a charitable remainder trust isn't always possible; prepaid tuition strategy gets passing grade from IRS; red flag - you fail to name a contingent beneficiary |
September/October 2006 issue of The Estate Planner
Tailor a family incentive trust to meet your needs; addressing personal property is an estate plan; the Roth 401(k) may be good for your estate plan, but will it last?; red flag - most of your wealth will pass through beneficiary designations |
March/April 2006 issue of The Estate Planner
Estate planning for blended families; Beyond death and taxes - planning for incapacity; Not all assets are created equal; Estate planning red flag - when minors or legally incompetent persons are beneficiaries of life insurance. |
January/February 2006 issue of The Estate Planner
Designing and funding a buy-sell agreement for your business; BAPCPA revises bankruptcy rules for better and worse; As laws change, focus shifts to income tax, state taxes; estate planning red flag - you have a charitable remainder trust |
November/December 2005 issue of The Estate PLanner
Build a stronger ILIT - protect assets from gift and estate taxes with an irrevocable life insurance trust; Keeping private matters private - 5 ways to structure your assets to avoid probate; Is your IRA protected against creditors?; Estate planning... |
September/October 2005 issue of The Estate Planner
Innovative technique lets wealthier spouses retain asset control; ESOP retirement plans offer estate planning benefit; Failure to respect FLP formalities can be costly; Red flag - your estate plan doesn't provide for your pets |
July/August 2005 issue of The Estate Planner
Strategies that lower the price of business succession; Estate planning for unmarried couples; Special needs trusts for disabled children; Red flag - you don't have backup beneficiaries for your life insurance policy |
May/June 2005 issue of The Estate Planner
529 Plans receive high grades as estate planning tool; Zero-in on tax savings with "zeroed- out" GRAT; Keeping an FLP afloat requires careful planning; Red flag - your medical directive or health care power of attorney isn't HIPAA compliant |
March/April 2005 issue of The Estate Planner
How to protect your assets without going offshore; Redemption agreements - reap the benefits avoid the tax traps; Substantiation rules for charitable gifts; Red flag - an estate includes property that has declined in value since the date of death. |
January/February 2005 issue of The Estate Planner
The conservation easement - save the environment while saving taxes; A qualified personal residence trust can be a powerful tax shelter; IRS ruling clarifies intentionally defective grantor trust usage; Red flag - owning real property in multiple... |
