Posts tagged with: "estate+planning"
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"The remaining months of 2010 may prove an uneasy time for tax and financial planning – with the status of Bush-era tax cuts and the possible return of the estate tax hanging in the balance while a “lame duck” congress still has the wheel. However, the Boston Globe reports the end of year holds some good news for retirement investors – thanks to new rules put into effect by the small business bill passed last month making Roth IRAs a more attractive option." [read post]
Today I read an article on where a Salt Lake financial planner reported that "the number of individual households carrying life insurance is at its lowest rate in 50 years." [read post]
Sometimes, I’ve noticed, the IRS itself gets a bit too creative. Exhibit A is its treatment of the estate of legendary modern art dealer Ileana Sonnabend who died in 2007, at the age of 92. [read post]
The challenge for many small family-owned businesses in succession planning lies in choosing a successor and deciding how the business will be governed when you are not there. [read post]
14 Feb 2012, 4:00 am by Christi Cottrell
“The aim of every artist is to arrest motion, which is life, by artificial means and hold it fixed so that a hundred years later, when a stranger looks at it, it moves again since [...]Arresting Motion: Estate Planning for Artists is a post from: Epilawg [read post]
16 Jan 2012, 3:42 am by Laurel Mohan
Everyone should have an estate plan. Estate planning attorneys say that a lot, and we mean it! But this is even more critical for farming families. There are many unique issues and problems that play an important role when planning for families with farms, among them: estate taxes, complicated probates, business succession, emotional ties and [...]Unique Estate Planning Issues in Agricultural Communities is a post from: Epilawg [read post]
A woman who dated her beau for 44 years and was on the verge of finally marrying him lost a case recently in New Jersey tax court that cost her beau’s estate $214,000 in state taxes. That’s money that would have otherwise gone to her and the man’s niece and nephew. [read post]
You can reverse a 2010 Roth IRA conversion. Then it's like the conversion never happened, which means the inflated conversion tax bill disappears. [read post]
“… anyone expecting those (tax) gifts from Washington to lift the cloud of uncertainty hanging over the U.S. economy will be disappointed. If anything, the outlook is hazier than ever.” [read post]
"However, if you are charitably-inclined, or want to make a large, nontaxable gift to your heirs, it could be very important for you to know that the November rate is set at an all-time low of just two percent. This low rate makes certain estate planning strategies, such as grantor retained annuity trusts (GRATs) and charitable lead trusts (CLTs) quite attractive, especially in light of the return of the estate tax next year." [read post]
If you're not running for president, and don't have to worry about public relations, what are the legitimate reasons for moving money offshore? [read post]
Parents need to develop a plan that monitors their prodigal sons and daughters while respecting their independence and giving them room to mature. It's a delicate balance, but parents who employ innovative financial training, carefully chosen trustees and cleverly written trusts can find there's hope for their high-rolling offspring. [read post]
20 Dec 2010, 7:15 am by Jamie Held
“Man’s best friend” Ironically, the phrase “man’s best friend” was coined by an attorney. In 1869, a man’s dog was shot and killed by his neighbor; he hired three attorneys to sue the man who shot his dog.  One of the three attorneys used the phrase “man’s best friend” during his closing argument to the [...]Fido’s Fate is a post from: Epilawg [read post]
The Center on Philanthropy at Indiana University launched a free searchable database, the Million Dollar List, that captures 61,461 publicly-announced charitable gifts of $1 million or more made since 2000. [read post]
If you’re in the fortunate position of deciding where to leave your millions or billions, take some advice from billionaire Warren Buffett’s son, Peter: Don’t spoil them. [read post]
Perry and Cain, both contenders in the race to be the next Republican candidate for president, are proposing massive overhauls of the current progressive income-tax [read post]
14 Feb 2010, 9:42 am by jeagar
My web site,, contains a wealth of material on estate planning principles, the LegacyBuilder Process, and explains in detail how I work with clients.   Visit today to learn why most estate plans don’t work, and what factors are necessary to have an estate plan that works for you and your family over time. [read post]
Here's an irony: Even as the U.S. government is cracking down on illegal foreign accounts, other new laws and proposals could present big incentives for the wealthy to move more money offshore. [read post]
Many people faced with mounting pressure from creditors are unaware of how to protect their assets, and very often it is too late once they are already in financial trouble. [read post]