IEP
Showing 145–160 of 384 results
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Estate Planning Pitfall – You’re retiring to a foreign country
Year End 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 273
Abstract: If plans call to relocate to another country after retirement, be aware that they may be tarnished if a person doesn’t look into all potential estate tax and income tax implications first. This brief article explores three areas of concern.
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Year end is an ideal time to review your estate plan
Year End 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 654
Abstract: As of this writing, it’s still anybody’s guess as to whether Congress will enact major tax reform legislation affecting federal gift and estate taxes. This situation casts a large shadow over estate planning at the end of 2017 and how to proceed for 2018. Nevertheless, a year-end review of one’s estate plan is recommended. This article details what areas of a plan to focus on.
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Addressing intellectual property requires careful estate planning
Year End 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 693
Abstract: Intellectual property (IP), such as copyrights and patents, can hold enormous value. Whether IP rights are a significant source of wealth or only a small fraction of an estate, it’s critical that it be properly addressed in an estate plan. This article explains what IP is and how to account for it in an estate plan.
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When should you turn down an inheritance?
Year End 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 881
Abstract: If a person expects to receive an inheritance from a family member, he or she might choose to use a qualified disclaimer to refuse the bequest. As a result, the assets will bypass their estate and go directly to the next beneficiary in line. This article explains the benefits of using a qualified disclaimer.
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Estate Planning Pitfall – You chose your executor too hastily
October / November 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 301
Abstract: Haste makes waste. Or, in the case of estate planning, it can lead to other problems and, possibly, financial loss. Notably, if you don’t take enough time to choose the executor for your estate, the “wrong call” can cost your family. This brief article explains what to consider when appointing an executor.
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ABLE accounts benefit disabled family members
October / November 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 546
Abstract: For families with disabled loved ones who are potentially eligible for means-tested government benefits such as Medicaid or Supplemental Security Income, estate planning can be a challenge. One potential tool is to open a Section 529A account (also known as an ABLE account). This article details how an ABLE account works and compares it to a special needs trust.
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Planning ahead after a divorce
October / November 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 716
Abstract: For those in the middle of a divorce, the last thing on their mind is a review of their estate plan. However, a major life change, such as a divorce, is a critical time to update an estate plan so that wishes are carried out as one desires. This article examines areas to focus on.
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Social Security benefits – When is the right time to begin receiving payments?
October / November 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 950
Abstract: For those nearing the age when they can begin receiving Social Security benefits, it’s important to understand how the timing of applying for benefits can affect monthly payments. This article explains what factors to consider when choosing to apply for benefits and details how Social Security benefits can affect estate planning strategies. A sidebar describes two popular Social Security–related strategies that are no longer available.
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Estate Planning Pitfall – You die without having drafted a will
August / September 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 293
Abstract: Where there’s a will, there’s a way — a way to pass assets to heirs in the manner in which a person wants. However, if an individual dies without a will, assets will be distributed according to state law, regardless of the person’s intentions. This also increases the possibility of a contest in the courts. This brief article explains what happens when a person dies without having created a will.
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Would a spendthrift trust help achieve your estate planning goals?
August / September 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 681
Abstract: A person doesn’t have to hold onto assets until the day he or she dies with the hope that heirs will change their ways by that time. Instead, consider using a spendthrift trust that can provide protection, regardless of how long the person lives. As with other trusts, a spendthrift trust may incorporate various tax benefits, but that’s not its primary focus. Regardless of whether estate tax reform is enacted in the near future, this trust type can help provide for an heir while protecting assets from his or her potentially imprudent actions. This article details how a spendthrift trust works and the importance of the role of trustee.
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A 529 plan can benefit your estate plan
August / September 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 721
Abstract: As summer vacations wind down and thoughts turn back to school activities, people might find themselves reviewing their finances and considering the options for funding their children’s (or grandchildren’s) college educations. Some may be familiar with the basics of a 529 plan, but it can also benefit an estate plan. This article explains how a 529 plan works and how it affects an estate plan.
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An uncertain tax climate – An estate tax repeal might result in negative tax consequences for some families
August / September 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 869
Abstract: It’s clear that tax reform is a high priority for the Trump administration and Republican leaders in Congress. In particular, the federal estate tax remains a prime target of some lawmakers. One possible scenario is that this tax will be repealed, with modifications to related tax law provisions. This article discusses current estate tax laws and the potential problems that may arise for family members if (or when) estate tax laws are changed. A sidebar examines income tax problems that may arise when gifting securities.
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Estate Planning Pitfall – You haven’t coordinated your health care directives
June / July 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 276
Abstract: The best-laid plans can go astray. For estate planning purposes, the main complication as a person grows older may be the condition of his or her health. This brief article details two health care directives and explains why it’s important to coordinate all health care documents to provide a clear understanding of one’s wishes.
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Fortify your estate plan against undue influence claims
June / July 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 615
Abstract: A person can reasonably expect the declarations in his or her will to be carried out, as required by law. Usually, that’s exactly what happens. However, at other times, the will could be contested and his or her true intentions defeated if someone is found to have exerted “undue influence” over the deceased’s decisions. This article defines undue influence and provides suggestions on how to protect against undue influence claims.
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Is a charitable IRA rollover a viable option?
June / July 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 749
Abstract: For those age 70½ or older who plan to make charitable donations this year, qualified charitable distributions from an IRA, also known as charitable IRA rollovers, can provide significant tax benefits. This article details the benefits of a rollover and its requirements.
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The sandwich generation: A slice of life
June / July 2017
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 856
Abstract: If a person is pulled between the pressing needs of elderly parents and his or her own children, he or she is part of the “sandwich generation.” This position can lead to frustration, anguish and even financial loss. This article details steps to take to ease some of the pressure and ensure that the most critical issues are addressed. A sidebar explains why, in addition to taking care of parents and children, it’s equally important to look after one’s self.