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Estate Planning articles from

Last Build Date: Mon, 19 Feb 2018 21:54:37 -0500


Estate Planning in My Self Directed IRA Posted By : Josh Manier

Mon, 08 Aug 2011 00:00:00 -0400

Self directed IRA investment options go beyond the traditional stocks and bonds into real estate, limited liability companies and partnerships; tax liens, mortgage receivables, precious metals, notes and so on. To establish a real estate IRA investment account, the first step is to set up a self directed IRA. A self directed IRA account allows the account holder to control and make the final decisions in the type of IRA investments they consider to be the most profitable.

Getting to Know About Estate Planning Posted By : Kalpender Ji

Thu, 02 Jun 2011 00:00:00 -0400

The real estate sector is a field that grown rapidly and also considers that it will be get mount in new future. If you are willing for properties in India, there are several real estate firm help you to finding best properties. Here you can get information about properties in India, home loans, home loans companies, etc.

Estate Planning Solutions: Planning for the Unknown Posted By : Ryan M. Huizenga

Tue, 26 Apr 2011 00:00:00 -0400

Sickness and death are tragic realities that every family will need to deal with at some point. Too often, this planning goes neglected because the subject is difficult to deal with for many, or simply too confusing. Many consider "estate planning" to be only for the wealthy with sprawling country homes filled with valuable antiques and tapestries. However, this could not be farther from the truth. While most wealthy do have estate plans in place, they are also critical for those who are not wealthy, to ensure that their needs and desires are met in both sickness and health.

San Diego Financial Advisor Discusses Legislation Regarding Estate Planning Posted By : John Dubots

Thu, 21 Apr 2011 00:00:00 -0400

With over 20 years as a Temecula Valley and San Diego financial advisor, I have seen tremendous fortunes eaten by inheritance taxes. Recent legislation introduced a temporary estate planning option called "portability" which allows a surviving spouse the ability to utilize a previously unused portion of estate tax exemption from their deceased spouse. This new proposal could minimize the amount of estate taxes paid by married couples.

Do The Right Thing: Get It In Writing Posted By : Eric Eckl

Wed, 01 Sep 2010 00:00:00 -0400

Forest owners who plan to develop around wetlands and streams on their property are doing themselves no favors when they fail to get the their clean water permits from federal agencies. Although it's tempting to tell yourself you might not need one, failing to get one exposes you to a variety of financial and legal risks.

Inheritance Tax and Estate Planning Posted By : Kathryn Dawson

Tue, 22 Jun 2010 00:00:00 -0400

Now is as good a time as any to get your estate in order, particularly if you have a family to take care of. Everyone should have a basic financial plan in place. To do nothing about inheritance tax means your family will get significantly less than expected from your estate when you are gone. A financial advisor can help you find out if you are eligible for inheritance tax and assist with other financial matters.

Creating Income From Charitable Gifts Posted By : Ray Buckner

Sat, 27 Feb 2010 00:00:00 -0500

Many charities will give you annuity payments if you make a donation. Your rewards from charitable giving need not be limited to a good feeling and a tax deduction. You can get cash back, too. Many charities offer charitable gift annuities. With a CGA, you give assets to a charity or nonprofit organization in return for a stream of cash flow.

Planning Strategies for IRA Beneficiaries Posted By : John Smi

Thu, 21 Jan 2010 00:00:00 -0500

Here's an estate-planning technique that allows you to lower the tax sting to your heirs, and that reduces your retirement income in case you don't think you will need all of your Individual Retirement Account funds in retirement. It's called a "stretch IRA," or "Multi-generational IRA," a complex investment tools that allow you to extend the tax-deferred status of your IRA long after your death.

Asset Protection - Retain Your Wealth Posted By : Charles Benninghoff

Fri, 04 Dec 2009 00:00:00 -0500

Asset Protection is everyone's desire, but adults share a characteristic - that they may be sued at anytime, for any reason, whether founded or not. Civil actions range from the serious to the frivolous. Did you offend someone today with something you said? Did you cause someone to suffer sudden whiplash syndrome in the parking lot? Are you a professional facing a disgruntled client or patient? Do you own a company employing someone who did something irresponsible on company time? Did you err on the side of caution... or throw caution to the wind?

Estate Administration In Canada Posted By : Austin Mark

Fri, 31 Oct 2008 00:00:00 -0400

When an individual dies, the assets owned by him must be located and protected. These assets are called as the deceaseds estate. The debts of the deceased must be paid out of the estate assets. After the debts have been paid from the estate, whatever remains can then be distributed among the beneficiaries named in the deceaseds will or according to the provincial law of intestacy. When an individual dies without a will, he is said to have died intestate.

A House Divided Posted By : Jeffery Voudrie

Wed, 05 Mar 2008 00:00:00 -0500

One of the biggest issues seniors face as they get older is how to preserve an inheritance for their children. Their biggest fear is spending all of that money on assisted living and/or nursing home care. As each family situation is different, so is each solution. Perhaps you can learn something from the experience of one of my clients.

Set Up A Living Trust To For The Sake Of Your Descendants Posted By : Poly Muthumbi

Thu, 31 Jan 2008 00:00:00 -0500

Living trusts are usually set up so that any assets may be passed to inheritors or beneficiaries without necessarily going the probate way. Many people have experienced cases where, when owners of assets pass away, the beneficiaries fight over these assets just because there was no established living trust that will directly pass the assets to the real beneficiaries.

Tune Up Your Finances Posted By : Jeffery Voudrie

Thu, 17 Jan 2008 00:00:00 -0500

With the beginning of a new year, it seems everywhere you turn you hear something about self-improvement. There are plans for weight loss, exercise regimens, quitting smoking, going green and more. What about your finances? Even if you think your finances are in 'good shape', everyone could use a little 'tune up' to make sure everything is running smoothly. And it's not as hard to do as you think. There are some very simple steps you can take that can make a world of difference.

Estate Planning - Some Simple Advice Posted By : Steve Allen

Sun, 23 Sep 2007 00:00:00 -0400

Most Americans do not know how their assets will be divided once they die. Arizona attorney Steve Allen, known as the "estate planning doctor," has started a website to explain the complicated subjects of wills and trust.

Don't Fail to Plan for the Inevitable Posted By : Steve Allen

Sat, 22 Sep 2007 00:00:00 -0400

The American Bar Association says that 19 percent of Americans do not have a will. Steven Allen, an estate planning expert, says this can cause families more grief and heartache after a loved one dies.

Estate: Readers Question: A Trust for Grandchildren Posted By : Jeffery Voudrie

Wed, 27 Jun 2007 00:00:00 -0400

Imagine what it would be like if each one of your grandchildren earned a scholarship to pay their college costs. Wouldn't that be great? In a sense they can. Not only that, they could receive grants to help them purchase their first home, start a business and even provide additional retirement funds! Read on to find out how.

Estate: How to Lower the Price of Gas Posted By : Jeffery Voudrie

Wed, 27 Jun 2007 00:00:00 -0400

Gas prices seem near all-time highs and the summer driving season hasn't even started yet! A recent email presented a simple solution that will force gas prices back to the $1.25 a gallon range. Read on for details and to learn basic principals that may make investing more profitable.

Doing Well by Doing Good: Philanthropy at the Heart of Estate Planning Posted By : John Fraker

Fri, 15 Jun 2007 00:00:00 -0400

Do you know that under the current tax law, once a person's Gross Estate exceeds the Unified Credit Amount, the Federal Government will tax the excess at a rate up to 46 per cent? Learn how philanthropy in estate planning can help others and leave more to your children.

How a Charitable Remainder Trust Avoids Capital Gains Posted By : Robert D. Cavanaugh

Tue, 12 Jun 2007 00:00:00 -0400

Do you own a highly appreciated asset that produces little or no income? Are you selling your business? Are you highly compensated and looking to shelter more of your income? Put the charitable remainder trust in your list of options.

When Not to Name Your Spouse the Beneficiary of Your IRA Posted By : Robert D. Cavanaugh

Tue, 17 Apr 2007 00:00:00 -0400

Have you blindly named your spouse as the beneficiary of your IRA? Is this your best choice? Depending on your situation and objectives, other beneficiary elections may be better. Here are three options you may not have considered.

Estate: She Came Out Of Nowhere Posted By : Jeffery Voudrie

Wed, 11 Apr 2007 00:00:00 -0400

"If you'd hit her in the passenger door, you probably would have killed her," the officer told me as I looked over the crumpled front of my mini-van. I was a bit shaken, but relieved. It could have been so much worse, especially for 'Marge'.

Estate: Surviving Your Estate Posted By : Jeffery Voudrie

Wed, 11 Apr 2007 00:00:00 -0400

Recently I shared the heart-wrenching story of a young soldier who had to deal with the unexpected death of his mother. She didn't have her affairs in order and now her son has the extremely difficult task of recreating her financial details from scratch. Here are some simple steps you can take to ensure that your loved ones aren't left in a lurch.

Estate: When Friends And Family WANT Your Money Posted By : Jeffery Voudrie

Mon, 09 Apr 2007 00:00:00 -0400

Few situations have a greater potential for problems as when dealing with money and relatives. If you've ever had a child ask you for a loan or a distant relative request money to start a business, then you know just how touchy these situations can be. Here are some real-life situations, along with some simple steps to help you safely navigate the tricky waters that result from mixing family and finances.

Estate: Don't Leave Loved Ones In A Lurch Posted By : Jeffery Voudrie

Mon, 09 Apr 2007 00:00:00 -0400

Nothing brings home the importance of having our affairs in order than seeing the effects firsthand in your own family. My mother-in-law's recent death means my family is dealing with the realities of settling her affairs. Her advanced-planning greatly simplified the process. And it will for you, too.

Estate: Signed, Sealed, Delivered - It's Theirs Posted By : Jeffery Voudrie

Mon, 09 Apr 2007 00:00:00 -0400

My last few articles have focused on various end-of-life issues that were made very real to me due my mother-in-law's recent death. In this article, we'll discuss the simple steps you can take that will make dividing your personal possessions easier on your family.