» Estate Planning Basics

Time Share Sellers Beware

In these tough economic times, thousands of time-share owners are anxious to dump their beachfront albatrosses. But it can be tough. Indeed, last year, time-share sales dropped by 40 percent. Preying on this period of desperation, self-proclaimed “… Read More
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Lesson Learned from Will of Jim Morrison

Although rock legend, Jim Morrison, died in 1971, his Last Will and Testament highlights a misunderstanding in estate planning that is still common today: What happens to the balance of a bequest when the beneficiary dies? The Doors lead singer’s W… Read More
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What Will Happen With The Federal Estate Tax?

The fate of the federal estate tax is still unclear. What is clear is that the results of the next election will play a significant role in the future of the federal estate tax system. Here is a little bit of historical background and the most likely… Read More
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Transferring Real Property: A Word of Caution

Many people wonder if it is a good idea to give their home to their children. While it is possible to do this, giving away a house can have major consequences, including: increased taxes due upon sale, ineligibility for Medicaid benefits, loss of con… Read More
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Using IRAs in Estate Planning

Individual Retirement Accounts (IRAs) are a popular investment tool for retirement, but they also need to be taken into account when doing estate planning. Although IRAs can be used to provide for heirs either directly or through a trust, to what ext… Read More
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Prenuptial Agreements Can Be an Estate Planning Tool

As more and more people marry more than once, prenuptial agreements have become an important estate planning tool. Without a prenuptial agreement, your new spouse may be able to invalidate your existing estate plan. Such agreements are especially hel… Read More
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Estate Tax Repeal Law Update

The federal estate tax lapsed (was “repealed”) on January 1, 2010. But under current law, it will automatically rise from the ashes on January 1, 2011 and, unless Congress intervene, only $1 million per estate will be exempt from a stiff estate t… Read More
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Beneficiary Designations Can Cause Problems For Children With Special Needs

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American families to save for retirement. But parents of children with special needs need to be vigilant when signing up for a retirement plan or company life insur… Read More
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The Estate Tax Expires, But….

The Good – The Estate Tax Is Repealed, For Now Effective January 1, 2010, there is no longer a tax on the estates of those dying during 2010. Although Congress may reinstate the tax retroactively in 2010, perhaps as part of broader tax reform, this… Read More
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10 Reasons to Create an Estate Plan - Now!

Many people think that estate plans are for someone else, not them. They may rationalize that they are too young or don’t have enough money to reap the tax benefits of a plan. But as the following list makes clear, estate planning is for everyone,… Read More
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