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Living the dream of early retirement
November 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 263
Abstract: Many people dream of retiring early so they can pursue activities other than work. But making this dream a reality requires careful planning and diligent saving during the years leading up to retirement. This brief article touches on some of the fundamental ways to live the dream.
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Estate Planning Pitfall – You haven’t planned for long-term care
February / March 2018
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 263
Abstract: The current costs of long-term care would give anyone pause. If one doesn’t properly plan for these costs, an entire life’s fortune can be wiped out in a relatively short period of time. This brief article details planning tips for long-term care expenses.
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Estate Planning Pitfall – You’re donating high-basis stock to charity
Year End 2016
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 263
Abstract: As the end of the year approaches, many may begin thinking about making gifts to qualified charitable organizations as a way to reduce potential estate and income tax liability while supporting a worthy cause. This brief article explains the potential outcome of donating high-basis stock.
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Estate Planning Pitfall – You’re cashing in a life insurance policy
August / September 2011
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 263
Abstract: There are a variety of reasons why a life insurance policy may no longer be needed. When cashing in a life insurance policy, a variety of options are available. But each has different financial and tax implications, so it’s important to know the outcomes before taking action. This brief article explores, among other options, surrendering the policy for its cash value, or donating the policy to charity in exchange for a charitable gift annuity and its lifetime income stream.