Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

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.
AskMen.com Michael Estrin	Estate Planning 101 Hands-on information about planning, wills, probate, attorneys, and more.
The Motley Fool January 15, 2010	Do You Need a Living Trust? Don't leave your loved ones a legal hassle.
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 January 21, 2010	6 Smart Ways to Plan Your Estate It doesn't have to be as hard as you think!
The Motley Fool November 9, 2006 Dan Caplinger	Is Estate Tax Repeal Dead Now? If you were counting on estate tax repeal to solve your estate planning problems, you should think again. With a divided federal government, the estate tax will likely stick around a while longer.
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.
Inc. August 2004 Nadine Heintz	How I Learned to Stop Worrying and Love the Death Tax While there is scant statistical evidence that small businesses are affected by the so-called "death tax," it is nonetheless considered a bogeyman preying on entrepreneurs and family farms. But you can rest a little easier with these smart, and legal, estate-planning strategies.
Financial Advisor June 2007 Gavin Morrissey	Bonus Copy: Avoiding Probate and Problems Why is avoiding probate so important? And how can you ensure that your financial advisory clients' assets will avoid probate without disrupting the flow of those assets under the original estate plan? Let's take a look.
Registered Rep. March 1, 2005 Daniels, Leibell & Prince	Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
The Motley Fool May 3, 2010 Dayana Yochim	Make Your Heirs Rich, Not Your Lawyer A few key documents will ensure your standing as the favorite relative.
On Wall Street February 1, 2010 Bill Fleming	Opportunities For Advisors Amid Estate Tax Holiday Nightmare High-net-worth individuals might want to consider hiding in a safe house during 2010. Their enterprising heirs have the potential to increase their inheritance by 45% or more due to the current "one-year-only" repeal of the estate tax.
AskMen.com Michael Estrin	Personal Finance: Inheritance 101 Here's a broad overview of the issues you'll face when a relative, friend or even an acquaintance leaves you an inheritance.
The Motley Fool April 20, 2007 Buz Livingston	Asia's Answer to Anna Nicole Inheritance battles: not just for Westerners anymore. Good estate planning results are difficult to attain. Ask any estate attorney and you will hear that heirs squabble over minutiae. Communication can make the estate planning process more seamless and less stressful.
Entrepreneur February 2010 Rosalind Resnick	The Parental Responsibility of Estate Planning Tax-savvy ways to ensure that your children are financially secure after your death
Investment Advisor August 2006 Gavin Morrissey	The Tax Advisor: IRDs and Retirement Accounts Many advisors and clients fail to recognize the impact of income in respect of a decedent (IRD) items within an estate plan. But it is a complicated area of tax law that requires the advice of an estate planning attorney and a tax professional.
Registered Rep. August 1, 2006 Janet Arrowood	Heir-Tight Planning There are several good reasons why financial advisors should know how to use trusts and insurance. Even without a big federal tax bite, many states levy estate or death taxes, and a number of states -- desperate for revenue -- have raised them in recent years.
The Motley Fool April 12, 2006	Avoid Probate Why dump hassles on your loved ones when you die? There are many ways to avoid probate, and you'd be best served by reading up on the topic and then consulting a professional.
Financial Advisor November 2003 Raymond Fazzi	States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes.
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.
Investment Advisor July 2007 Elizabeth D. Festa	Getting Your Affairs in Order A tax lawyer serves clients who must face death and is now trying to educate the general public on the benefits of estate and other financial planning.
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, 2011 Matthew F. Erskine	To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management.
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."
Investment Advisor September 2007 Gavin Morrissey	After the Estate Plan . . . Your job is just beginning after a client's estate plan is drawn up. As the client's financial advisor, it is up to you to ensure that the estate plan is implemented correctly.
Registered Rep. March 28, 2012 Lena S. Rizkallah	TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement.
The Motley Fool March 23, 2006 David Braze	Do You Need a Living Trust? It really doesn't pay to forgo the services of a qualified lawyer when dealing with a trust. The savings of a few bucks today may cost your family far more after you're gone.
Financial Planning September 1, 2007 Barbara H. Cane	The Uncertainty Principle How do you advise your clients on estate planning when the rules are constantly changing?
Financial Advisor January 2012 Gail Liberman	State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.
Entrepreneur May 2006 C.J. Prince	Death and Taxes Passing some of your business to your heirs now can help ensure they won't need to sell it later to pay Uncle Sam.
The Motley Fool November 13, 2006 Dan Caplinger	Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain.
Investment Advisor October 2009 James J. Green	Getting Estate Planning Help The next few years will be a challenging time for advisors to stay current in creating, monitoring, and modifying clients' estate plans.
The Motley Fool September 14, 2004	You Can Avoid Probate A little planning now can save your loved ones lots of hassle.
The Motley Fool December 1, 2006	Avoid Probate Probate can be complicated, but it can be avoided if you learn about it and take some actions.
Financial Planning August 1, 2011 Martin Shenkman	Conversation Starter What's the right way for an advisor to handle estate planning? Is there even one right way?
Entrepreneur July 2004 Scott Bernard Nelson	Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws.
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.
On Wall Street November 1, 2011 Mayoras & Mayoras	Five Joint Ownership Mistakes Celebrities are not the only ones to make mistakes with their estate planning. It happens to people all across the country on a regular basis. The end result -- just like with the rich and famous -- often is an ugly and expensive family fight in court.
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.
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Single and Starting Out Estate planning for young singles is usually not complicated, but by briefly considering a few basic issues, you can make things a lot easier for the people who love you if something unforeseen does happen.
Financial Advisor March 2006 Roy Diliberto	Estate Plans That Really Work People are more concerned about how they will be remembered than how much tax planning they did before they died. Financial life planners need to remind clients of this, and make sure that their estate plan reflects their core values.
Financial Planning January 1, 2009 Ed Slott	Is Bigger Better? No matter what state you live in, now is the time to review your clients' estate plans to make sure they take the increased 2009 exemption levels into account.
The Motley Fool July 27, 2009 Dan Caplinger	This Trap Will Hit You Harder Than a Bear Market The estate tax is poised to become a much bigger problem in a couple of years. If Congress doesn't take action, then in 2011, estate tax laws will become much more stringent -- including a maximum rate of 55% and a much lower exemption amount.
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 March 1, 2011 Ed Slott	Gifts From Uncle Sam The author updates us on changes to tax regulations for 2011.
AskMen.com Dave Golokhov	Top 10: Profitable Dead Celebrities Not only do we shower riches upon our biggest stars in their lifetimes, but we even continue to do so after they have passed onto the next one.
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.
Inc. October 2007 Elaine Appleton Grant	Passing It On Using life insurance as an estate planning tool.
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.