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Showing all 9 results
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Estate Planning Red Flag – You and your siblings have inherited your parents’ home
March / April 2024
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 280
Abstract: It’s not unusual for parents to leave their primary residence or vacation home to their children. Unless the parents’ wills or trusts specify otherwise, the siblings will receive equal shares of the home, which may lead to conflicts if they have different financial needs or differing views about how the home should be used. This article explores the steps to take when family members inherit a home.
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Protect your estate with these two essential documents
Spring 2020
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 280
Abstract: Estate planning isn’t just about what happens to one’s assets after death. It’s also about protecting oneself and one’s family during life. This article discusses two estate planning documents that are essential for everyone: a living will and a health care power of attorney.
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Estate Planning Pitfall – You haven’t addressed pets in your estate plan
Year End 2019
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 280
Abstract: Pet trusts have been around for decades, but they’ve been gaining in popularity the last few years. In fact, they’re now available anywhere in the country. This brief article explains how a pet trust works.
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Timing is everything: Your income and expenses
October 2016
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 280
Abstract: They say timing is everything. It certainly holds true for income and expenses related to year-end tax planning. This brief article explains how to time the reporting of income and expenses for best results and which income and expense items may qualify.
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Timing is everything: Your income and expenses
Fall 2016
Newsletter: Business Matters
Price: $225.00, Subscriber Price: $157.50
Word count: 280
Abstract: They say timing is everything. It certainly holds true for income and expenses related to year-end tax planning. This brief article explains how to time the reporting of income and expenses for best results and which income and expense items may qualify.
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Moneylines: News briefs for businesses
August / September 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 280
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) an early look at some key dollar amounts affecting high-deductible health plans in 2016, 2) the results of a report heralding the economic impact of midsize companies, and 3) survey data showing that many CFOs are significantly challenged by trying to keep up with technology.
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Moneylines: News briefs for businesses
June / July 2014
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 280
Abstract: This issue’s “Moneylines” takes a look at what states will be doing this year to shrink the “tax gap” between what taxpayers owe and what they’ve paid; a recent survey indicating that private companies are experiencing a slow rate of sales growth; and records and information management (RIM) — the next frontier in strategic planning.
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Moneylines: News briefs for businesses
February / March 2014
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 280
Abstract: This issue’s “Moneylines” offers news briefs about studies on the number of smaller employers that intend to begin offering health care coverage; the rising tide of freelancers; and CEOs’ perception that the pace of technology change within their businesses is “too slow.”
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Estate Planning Red Flag – Your plan doesn’t provide for personal items
September / October 2010
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 280
Abstract: It’s natural that estate planning efforts focus on big-ticket items, such as real estate, business interests, retirement assets and brokerage accounts. But it’s important not to ignore the “small stuff,” like artwork, jewelry, furniture, antiques, clothing and collectibles. These items may not be as insignificant as one thinks. This short article explains why it can be beneficial to appraise some items and plan ahead as to how they should be distributed.