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Unintended consequences – After divorce, review your estate plan to avoid surprises
August / September 2014
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 1036
Abstract: The recently divorced have likely had their fill of legal documents and proceedings, but it’s important that they review their estate plan as soon as possible to ensure they’re protected against unintended consequences. This article explains how to retain control of assets and look out for the best interests of one’s children, particularly in the event of remarriage. It shows how two strategies, in particular, can serve this purpose. A sidebar looks at how to help protect a child’s inheritance in the event of his or her own divorce.
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Gifting offers certainty in uncertain times
July / August 2010
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 1036
Abstract: Uncertainty about the future of the estate tax makes planning a challenge. Planning based on the exemption amount is difficult when it’s not clear what that amount will be — or if there even will be an estate tax. Fortunately, gifting remains a powerful tool that can provide significant benefits regardless of what Congress does. This article discusses leveraging the annual gift tax exclusion, using trusts or family limited partnerships (FLPs), and making taxable gifts, while a sidebar shows how a qualified terminable interest property (QTIP) trust can be used to hedge one’s bets.
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The time is now – Qualified default investment options a new reality
June / July 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 1036
Abstract: What happens to a participant’s contribution when money is put into that participant’s account but he or she hasn’t completed the election form? Plan sponsors have wrestled with this question. This article examines how the Pension Protection Act of 2006 (PPA) has provided guidance as to ways to direct this money while also providing fiduciaries with some measure of protection.