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- Guide to Reviewing Your Estate Plan and Organizing Supporting Information
- To ensure that the plan meets the estate planning goals, organize relevant personal and financial information. Giving the right information to the right persons now can make administration of the estate easier and less costly when the time comes for others to take over for one. After one has successfully...
- White papers 2003-01-01
- Save for College and for Yourself
- The Watts have ambitious savings goals: private school, college, and, of course, retirement. Here are the steps they need to take to achieve those dreams. Wild spenders? Hardly. Will packs his lunch every day, they don’t even own a TV, and “we never cut our son’s hair,” Reena...
- Articles 2009-10-21
Additional Resources
- Bring Charitable Giving Into Your Estate Plan
- In addition to the altruistic and goodwill benefits any charitable contribution brings, it can also have significant tax advantages. When deciding the estate planning strategies, consider a charitable contribution to help the charity of the choice as well as provide one with a steady stream of income and potential tax...
- White papers 2003-01-01
- Understanding Estate Planning and Living Trusts
- The article defines the estate as something owned by an individual. The home, other real estate, bank accounts, investments, retirement benefits from the employer, IRAs, insurance policies, collectibles, and personal belongings. When one starts adding it up -- especially when he adds in the death benefits from the insurance policies...
- White papers 2003-01-01
- Sophisticated Estate Planning Strategies
- This paper highlights some advanced strategies people can use to accomplish their gift and estate planning goals in a tax-efficient way. Of course, these are but a few of the many estate planning strategies available. Don't be seduced by intriguing strategies or what someone else did with their estate plan....
- White papers 2009-01-16
- The right wealth transfer plan enriches your family, not the IRS
- How does a wealth transfer plan differ from an estate plan? Simply, a wealth transfer plan concentrates on the specific assets that make up your wealth, rather than the estate tax caused by the total value of the assets. For example, if Joe's assets total $8 million (it could be...
- Research articles 1996-06-01
- Estate planning: don't overlook your business holdings as valuable assets, because your friends at the IRS certainly won't!
- Developing an estate plan that includes business assets is a very important aspect of any overall financial strategy. A well-thought-out plan can help you keep and pass along your hard-earned assets and reduce any estate taxes due at your death. Here are the different types of business organizations and...
- Research articles 2003-11-01
- Estate Planning: An Overview of Estate and Gift Taxes and Marital Deduction
- "The Federal Estate and Gift Tax Laws are a complex set of laws contained in the Internal Revenue Code that are designed to assess taxes against individuals on the transfer of assets during their lifetime and/or upon their death. Through various estate planning mechanisms it is possible to...
- White papers 2001-01-07
- Capital Management Firm Urged to Invest in Thailand Real Estate.
- By Saritdet Marukatat, Bangkok Post, Thailand Knight Ridder/Tribune Business News Dec. 18--The government is wooing Cerberus Asia Capital Management to invest in real estate in Thailand in a bid to revitalise the sector, Finance Minister Somkid Jatusripitak said yesterday. ...
- Research articles 2001-12-18
- Estate Planning for Married Folks
- JUST AS NIGHT FOLLOWS DAY, WHEN THE GRIM REAPER TAKES DAD, SOMEDAY MOM WILL follow. Sometimes mom goes first and dad follows. Either way, after both mom and dad are gone, the IRS almost always gets a big pay day. "Why?" That's the question the kids ask. Here's the...
- Research articles 2000-03-01
- Two ways to protect your estate.
- Two Ways To Protect Your Estate Beating the income tax collector is a time-honored annual activity. But you only get one chance to beat or be beaten by the estate tax collector. In most cases, an organized estate plan...
- Research articles 1987-07-01
- Is Your Estate Plan In Order?
- Since estate planning has no regular deadlines to meet, many people put it off until it is too late or they create a set of estate planning documents and fail to revise them regularly. But regular review is important to make sure that the estate planning documents are in order...
- White papers 2003-01-01
- Everyone Should Have An Estate Plan
- You've worked hard to build your assets - your investments, home, personal property - and to provide a level of financial security for your loved ones. Doesn't it make sense to work just as hard to protect them in the event something should happen to you? That's the primary goal...
- White papers 2004-04-21
- Estate Tax Repeal And Lifetime Gifting: The Impact On Your Estate Plan
- Although the estate tax is set to expire in 2010, under current law it comes back in 2011 in all its pre-2001 glory. Many of your estate planning decisions will depend on what you think Congress might do down the road. Gifting provides a couple of added bonuses, as well....
- White papers 2009-01-14
- Estate planning!
- With all of the changes proposed by Congress, should you delay establishing an estate plan because all of the rules might change? The answer is "No"! During the past few months, we have all heard of the proposed changes to various federal income tax and estate tax laws. Some like...
- Research articles 2000-11-01
- Turbocharge your lifetime tax planning to legally conquer the estate tax
- Most estate tax plans are really death plans. You have the documents prepared (typically, a will and revocable trust), put them away for safekeeping and then, forget about them. Someday you die, and the documents are dug up and read. What's the result? The IRS is guaranteed a big...
- Research articles 2008-01-01
- Estate Planning: Four Steps To Avoid Probate
- Estate planning is a topic the living love to avoid, but the cost of procrastination can be high for those you care about most. This paper outlines a painless four-step process to avoid probate, put your estate plan in order and make things a lot less stressful for your loved...
- White papers 2004-09-17
- Wills - The Essential Part Of Your Estate Plan
- It's a simple answer to a complex issue. What kind of a will, how complicated it needs to be, what needs to be included in it, and what you want it to accomplish with it will vary from person to person. Regardless of your age or the size of your...
- White papers 2009-01-01
- REAL ESTATE: Executives back bill to add REIT option to Fed Thrift plan.(real estate investment trust)
- Byline: Arleen Jacobius WASHINGTON - Real estate executives are pushing a federal bill that would add a real estate investment trust investment option to the $186 billion Federal Thrift Plan. The addition of a REIT investment option to the plan ...
- Research articles 2006-08-21
- Estate to Initiate Planned Trading Plan
- LML PAYMENT SYSTEMS INC. (the "Corporation") (NASDAQ: LMLP) today announced that the Corporation has been advised the Estate of Robert E. Moore (the "Moore Estate") has adopted a prearranged plan to sell a portion of its holdings in the Corporation. The Corporation has been further advised the objective of...
- Research articles 2006-08-22
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