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- 12 Tough Questions to Ask Your Parents
- Talking with your parents about their estate is important to protect your family's finances, but the conversation can be difficult at best. Here's what you need to ask and how to do it. The mere idea of having a talk with your elderly parents about their finances and estate...
- Articles 2009-09-02
Additional Resources
- New Era For Estate Planning
- The death of the estate tax is at best premature, and any planner thinking of abandoning an estate planning practice is missing a large opportunity. In fact, the estate planning provisions within the Economic Growth and Tax Relief Reconciliation Act of 2001 should be a boon for most planners, not...
- White papers 2001-07-01
- Estate Planning Emerging From Its ‘Dark Cave'
- This article explains that estate planning has always been a delicate subject for financial planners and their clients, but one that was already demanding increased attention this past decade as planners dealt with an aging clientele and more new-wealth and fractured families. Then came the booming '90s, the boom bust,...
- White papers 2002-06-01
- 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
- BOOKS AND REFERENCES: Estate Planning
- A new book on the personal and legal aspects of estate planning has been released by the Practicing Law Institute New York. "Estate Planning: How to Preserve Your Estate for Your Loved Ones" includes information on basic ...A new book on the personal and legal aspects of...
- Research articles 1993-09-13
- Books to Help You Plan Your Estate.(Estate Planning)
- THE INTERNET is a great tool for finding information, but if you have a question about estate planning, it's nice to have a solid book on the subject in your hands. We've read about a dozen estate-planning books that were published last year and foun THE...
- Research articles 2005-04-01
- Estate Planning Essentials: 8 Steps to Protect Your Family
- Take care of these things today and your loved ones will be grateful that you've saved them money and anguish after you die. But look at it this way: If the worst should happen and you don’t have your financial affairs in order, you’ll leave your loved ones...
- Articles 2009-09-02
- How Financial Planners Can Add Value To The Estate Planning Process
- As financial planners, one needs to develop, more than a high-level understanding of one's clients' estate planning goals. Although nonattorney planners cannot draft documents or otherwise practice law, there are a number of ways one can play an active role in the estate planning process. This article offers practical suggestions...
- White papers 2003-12-01
- Taxes, Estate Planning and Financial Theory: New Insights and Perspectives
- This paper examines how financial theory and economic principles offer guidance and predictions about the organization of investments and asset allocation decisions given the structure of taxes in estate-planning situations. This paper provides insight about many of the conventional approaches to estate planning and suggests how these strategies can be...
- White papers 2004-03-15
- Valuing family business is Step 1 in estate planning.
- Insurance agents selling products to owners of closely held family-owned business enterprises as part of an estate planning process must realize that valuing the business is the first step in estate planning. The Internal Revenue Service is very hard on fInsurance agents selling products to owners of closely held family-owned...
- Research articles 1995-09-04
- Advanced Estate Planning: An Absolute "Must" For Larger Estates
- The article talks on the net value of the client's estate, the client's life expectancy, the anticipated value of the estate at the end of the lifetime and the final estate tax obligation. The whole purpose of advanced estate planning is to "freeze" and "discount" the assets that one owns...
- White papers 2003-01-01
- Free program Dec. 9 about estate planning
- Stan Nelson, an Edward Jones investment representative, will host a free program about estate planning at 4:30 and 6:30 p.m. Tuesday, Dec. 9, at 699 E. South Temple, Suite 105. The one-hour televised event is titled "Is Your Estate in Order?" It will include discussion of six estate-planning...
- Research articles 2003-12-02
- Mediation in Estate Planning: A Strategy for Everyone's Benefit
- With a few modifications, the estate-planning process could be less prone to conflicts, and a more rewarding and rich experience for everyone involved. Estate planning is a process by which one generation passes wealth to others, usually their adult children. It has become a highly complex and specialized field in...
- White papers 2003-01-01
- 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
- Estate Planning -- What To Do Now
- The main focus of this article is upon estate planning. The key features of the estate, gift, and generation-skipping provisions are: reduction of tax rates, increase in exemptions, separation of the estate and gift taxes, elimination of the estate tax, return of the estate and generation skipping tax in the...
- White papers 2001-08-01
- Estate Planning
- Estate planning is essentially concerned with the movement of your possessions and wealth on death to those people whom you wish to benefit, in the most efficient and effective manner possible. Estate planning is very complex and few family situations can get by with an ‘off-the-shelf' or ‘do-it-yourself' plan. In...
- White papers
- Estate planning finds new home on Internet.(Prudential Insurance Company of America introduces estate planning chat room at http://prudential.com)
- Forward-thinking insurance professionals and other financial planners are finding cyberspace can be a good alternative to the kitchen table when it comes to broaching estate planning with clients. Forward-thinking insurance professionals and other financial planners are finding cyberspace can be a good alternative...
- Research articles 1998-04-06
- 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
- Estate-planning class scheduled Wednesday
- Stan Nelson, a Salt Lake-based Edward Jones investment representative, will host a course for attorneys and certified public accountants titled "2004 Estate Planning Strategies" at noon Wednesday at the Edward Jones office, 699 E. South Temple. The program, broadcast via Edward Jones' satellite system, will include information on...
- Research articles 2004-06-03
- Growing through estate planning: Lawmakers offer new options in this
- Estate planning is not only encouraged, but deemed vital when preparing for the future. And planning for the inevitable extends far beyond legalizing one's wishes regarding financial assets - it protects families, both existing and future members. Mark H. Price, business law and estate planning professional with the...
- Research articles 2004-10-26
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