268
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Estate Planning Red Flag – You’re not sure whether your trust deposits are fully insured
September / October 2023
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 268
Abstract: Recent bank failures have increased concerns about the availability of Federal Deposit Insurance Corporation (FDIC) coverage for bank accounts held in trust. The rules regarding insurance of trust accounts are complex, and new rules will take effect on April 1, 2024. This brief article explains how the new rules simplify the calculations of FDIC coverage.
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Estate Planning Pitfall – You’re using the wrong type of living trust
February / March 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 268
Abstract: Using a living trust makes sense for those looking to preserve assets for other family members without dire tax consequences or to avoid probate. But which trust type to choose? A “revocable” or “irrevocable” living trust? The answer can make a big difference. This brief article explains why the wrong type of trust can defeat a person’s main intentions.
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Ensuring your long-term care policy is tax-qualified
June 2019
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 268
Abstract: A long-term care insurance policy supplements traditional health insurance by covering services that assist the insured with one or more activities of daily living. Long-term care coverage is relatively expensive, but it may be possible to reduce the cost under a tax-qualified policy. This brief article explains how “tax-qualified” is defined.
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Protect your assets with a postnuptial agreement
May / June 2014
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 268
Abstract: Many who marry don’t give a prenuptial agreement a second thought — until marital discord sets in. At that point, a postnuptial agreement might be advisable. Similar to a prenup, postnups typically include provisions for property division in addition to setting a specific spousal support dollar amount. This brief article looks at some of the considerations involved in obtaining a postnup.
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First-time homebuyer tax credit set to expire Dec. 1
October / November 2009
Newsletter: Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 268
Abstract: Those who are ready to purchase their first home should consider doing so before Dec. 1. Why? Because that’s when a refundable “first-time” homebuyer tax credit equal to 10% of the purchase price of a principal residence is set to expire. This short article looks at details of the credit.