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AskMen.com
Dan Carter |
How To Write A Will A last will and testament ensures that your estate will be managed according to your wishes, and will circumvent family squabbles and government intervention in your personal business.   |
The Family Room
Gary Foreman |
Do I Need a Will? |
AskMen.com
Michael Estrin |
Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more. |
BusinessWeek
September 4, 2006
Anne Tergesen |
You Will, Won't You? It's flattering to be asked, but being executor of an estate is time-consuming - and risky. |
The Motley Fool
July 30, 2004 |
What Do Wills Really Do? Don't neglect preparing a will. It can help you in more ways than you think. |
The Motley Fool
May 15, 2006 |
What a Will Does A will probably does more than you expected. It can save you and your loved ones money, for one thing. |
Financial Planning
September 1, 2012
Ann Marsh |
Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions. |
The Motley Fool
July 12, 2006
Dan Caplinger |
Don't Touch That Money! It may come as a surprise, but if you find yourself entitled to an inheritance, sometimes it's best to choose not to take it. This article discusses a few of the common situations in which such a decision, called a qualified disclaimer, can be your best move. |
On Wall Street
November 1, 2012
Elizabeth Wine |
10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death. |
The Motley Fool
January 22, 2007
Selena Maranjian |
What Do Wills Really Do? Wills probably do more than you expected. Here are some examples. |
AFP eWire
June 10, 2014
Jill Nelson |
The Zen of Estate Administration Are you sure your charity receives its full due from every estate gift? |
Financial Planning
October 1, 2013
Martin Shenkman |
New Flexibility for Bypass Trusts Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants. |
Financial Planning
February 1, 2011
Elizabeth Wine |
Last Wishes Planners report that they occasionally have to walk a fine line between talking clients out of distasteful or even illegal estate planning techniques and facilitating eccentric requests. |
Registered Rep.
November 1, 2004
Kevin McKinley |
The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner. |
Registered Rep.
August 1, 2004
Daniels, Leibell & Prince |
Of Death and Decoupling Due to provisions set to kick in next year, in many states the "credit shelter/marital will" plan may now result in a significant state estate tax, because of a phenomenon known as "decoupling." |
Entrepreneur
June 2004
Joan Szabo |
Estate of Affairs Don't play beneficiary roulette when it comes to your estate plan. Keep the future of your business in mind when making plans for your estate. |
Registered Rep.
June 2, 2015
Carol Kroch |
Turning a Lifetime of Collecting into a Legacy There are essentially two main options for transferring a valued collection -- either passing it along to family or donating it to charity -- each with its own estate planning implications. |
Financial Advisor
November 2004
Alan Lavine |
Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s. |
Financial Planning
January 1, 2009
Martin M Shenkman |
Revisiting Clients' Plans The markets have continued their swoon and your clients are, understandably, shell-shocked. One way to contain the damage is to work on things that, unlike the market, can be controlled. |
Financial Planning
February 1, 2010
Martin M. Shenkman |
Let the Tax Games Begin With the estate tax ending this year, only to come back next year, planners have their work cut out for them. |
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. |
The Motley Fool
September 8, 2006
Tim Beyers |
Time to Get a Lawyer? When crafting a will, should you opt for cheap and easy and use a software program, or should you hire a lawyer to dictate your parting wishes? Here's a look at both sides. |
The Motley Fool
June 16, 2006
Dan Caplinger |
Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings. |
The Motley Fool
May 3, 2004 |
Why Estate Planning Matters Neglect estate planning and you may leave your loved ones a lot of headaches, and less money. |
AFP eWire
August 13, 2004 |
Estate Tax Repeal Hurts Charities, New Evidence Suggests The non-partisan Congressional Budget Office has released two new studies that indicate that the repeal of the estate tax will have a significant negative impact on charitable giving. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
The Motley Fool
December 21, 2006
Dan Caplinger |
How to Contest a Will Although will contests are sometimes necessary to correct injustices, they are rarely successful and always demand a great deal of personal and legal effort. |
Entrepreneur
August 2004
Scott Bernard Nelson |
Leave It to Them Make sure your family gets what it needs by including a disclaimer provision in your estate plan. |
Financial Planning
October 1, 2005
Donald Jay Korn |
Multinational Planning When clients are U.S. residents but not citizens, estate planning can put couples at a disadvantage. Noncitizens might face the same all-encompassing tax system, but they don't necessarily enjoy all the tax benefits of citizenship, especially when it comes to gift and estate taxes. |
The Motley Fool
June 19, 2006
Dan Caplinger |
Should You Trust Your Spouse? A marital trust in your estate plan can protect your whole family. |
On Wall Street
February 1, 2011
Richard A. Behrendt |
Taking Advantage Of Changes To Estate And Gift Tax Laws President Obama's signing of theTax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 includes sweeping changes to the federal estate and gift tax rules. |
Investment Advisor
March 2007
Tere D'Amato |
Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key. |
Financial Planning
August 1, 2006
Deborah Levenson |
Practice Tips Easing the Burden: Here are seven tips for financial advisers to help clients of any age make life easier for those they leave behind. |
Financial Planning
September 1, 2005
Lynn S. Clarke |
Good Reads Basic books about estate planning can help clients ask the right questions. Here are three to suggest. The Complete Book of Wills, Estates & Trusts by Alexander A. Bove Jr., second edition... The American Bar Association Guide to Wills & Estates, second edition... etc. |
Trusts & Estates
March 22, 2002
Robert F. Sharpe Jr. |
Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector? |
Financial Planning
April 1, 2013
Martin Shenkman |
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets. |
The Motley Fool
November 8, 2006
Dan Caplinger |
Make Your Mark Making a bequest to your favorite charity may be the best way to leave your legacy. |
AskMen.com
August 5, 2001
Liz Wertman |
How To Divorce Like You Are Buying A TV By preparing, you will be able to make informed decisions that will put you in control of your divorce. You will be in a position to negotiate with your spouse and your lawyer with self-confidence... |
PC Magazine
August 19, 2003
Christina Wood |
Where There's a Will... If you could complete a will before you finish your coffee, for less than dinner cost last night, would you do it? It's easy, once you decide which software or Web site to use. |
Commercial Investment Real Estate
Jan/Feb 2013
Mary Stark Hood |
Real Estate Gifting Realized: Outright Donations and Bequests This second article in a series on real estate gifting issues covers outright donations, various requirements for a donation to be tax deductible, and bequests. |
The Motley Fool
March 15, 2004
Selena Maranjian |
Don't Fight for Money An unplanned estate can tear a family apart in unexpected ways. |
The Motley Fool
June 20, 2006
Dan Caplinger |
When You Say "I Do" in 2 Countries When your spouse isn't a U.S. citizen, marital trusts become more complicated. It's important for couples of mixed citizenship to understand the tax laws of both of their countries to plan well for their families. |
Financial Planning
March 1, 2013
Martin Shenkman |
Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change. |
Registered Rep.
December 24, 2012
Jim Moniz |
Lessons of the Rich and Famous . . . in Death Many smart and successful people throughout history have made the mistake of not having a good estate plan. |
Registered Rep.
April 28, 2015
Robert F. Sharpe, Jr. |
The Philanthropic Age Divide The key to advising philanthropic donors now is to recognize that as circumstances change near the end of life, new possibilities may open for serving clients in ways that may not have been possible at earlier stages of life. |
Financial Planning
May 1, 2011
Donald Jay Korn |
Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009. |
The Motley Fool
December 29, 2006
Dan Caplinger |
Make Your Inheritance Count Exactly how you integrate inherited assets into your own finances depends on a number of factors. |
Commercial Investment Real Estate
Sep/Oct 2013
Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. |
BusinessWeek
April 15, 2010
Amy Feldman |
Mind the Estate Tax Gap Sure, heirs of the ultra-rich who die this year will get a break on estate taxes, but they could wind up paying even more in taxes on capital gains. |
National Real Estate Investor
March 1, 2003
Jim Arbury |
Help or Hindrance? Most apartment owners cheered in 2001 when a new law was passed to gradually phase out the estate tax, but a closer examination shows that the law could actually hurt many property owners. |
