Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
February 02, 2003
Factor Charitable Gift Annuities Into Estate Planning For ClientsFactor Charitable Gift Annuities Into Estate Planning For Clients By Stuart L. DollarYour client Abigail feels like she has exhausted her alternatives. She is 70 ...
January 26, 2003
Survey: Estate Planning Lags At Some Family BusinessesSurvey: Estate Planning Lags At Some Family BusinessesByResults of a new survey suggest that many large family businesses will have trouble meeting their estate-planning goals.The ...
January 22, 2003
Survey: Some Family Firms Skimp On Estate PlanningNU Online News Service, Jan. 22, 12:41 p.m. -- Top executives at many family-owned businesses are doing a poor job of planning for the ...
January 19, 2003
Estate Planning Should Also Cover LTCByIndustry and media pundits who perpetuate the idea that LTC is only a "middle class" issue are still focused on the past and miss new ...
December 29, 2002
Estate Planning Is Undergoing A Radical ReformationEstate Planning Is Undergoing A Radical ReformationBy John J. ScrogginEstate planning is in the midst of a radical reformation and a number of factors are ...
December 01, 2002
Seven 'Unconventional' Estate Planning StrategiesSeven Unconventional Estate Planning StrategiesToday, most people prefer to place a bankcard in an automatic teller machine instead of speaking with a bank teller to ...
December 01, 2002
Part 2: Following FormIRA beneficiary designations are a confusing topic to many clients and even to some advisors, but mastering the details of IRA beneficiary rules can strengthen...
October 01, 2002
For More InformationBooks Money Doesn't Grow on Trees: A Parent's Guide to Raising Financially Responsible Children, by Neale Godfrey (Fran Harris Fireside, 1994) The Family Incentive Trust, by John...
October 01, 2002
Estate Planning: An Oxymoron?Tax-savvy estate planning these days is easier said than done, thanks to the unclear future of the estate tax itself (President Bush and the House...
October 01, 2002
All in the FamilyTaxes have long been a driving motivation in estate planning. Tax avoidance often seems to override all other concerns, making the guiding goal of estate...