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Articles
1-100 out of 100 article(s)
| Title |
Author |
Type |
Date |
Words |
| Research and Markets: The Guide 'Estate Planning' Features Practical Planning Techniques and Provides Many Easy-To-Adapt Clauses, Forms and Checklists. |
|
|
Jan 23, 2009 |
469 |
| Life planning--the final component in the estate planning process: planning for the financial future of a person with a disability. |
Gruetzmacher, Arnie |
|
Dec 22, 2008 |
578 |
| Attractive Estate Planning Techniques For A Low-Interest Rate And Depressed-Value Environment. |
Dionisopoulos, George |
|
Dec 8, 2008 |
1245 |
| End-of-year estate planning. |
|
|
Nov 20, 2008 |
999 |
| You can't take it with you: not having an estate plan can be costly. |
Dixon, Ayana |
|
Nov 1, 2008 |
603 |
| Trusts avoid tax, preserve family assets. |
Friedman, Mark |
|
Nov 19, 2007 |
1466 |
| Yes, we are mere mortals: Part two. |
Taerum, Chastine M. |
|
Dec 1, 2005 |
987 |
| Surprise! You may already be an asset protection attorney take the quiz and find out. |
Nelson, Barry A. |
|
Nov 1, 2005 |
2327 |
| Alternatives to funding life insurance premiums. |
Markoff, Michael |
|
Aug 1, 2005 |
1170 |
| Third-party trusts integrate estate and asset-protection planning. |
Brown, Edward D. |
|
Aug 1, 2005 |
5374 |
| Estate planning with life insurance. |
Pincus, Andrew S. |
|
Jul 1, 2005 |
1732 |
| Family values: how to pass more than just money on to your children. |
Pellet, Jennifer |
Column |
Jun 1, 2005 |
709 |
| "Gifting": an effective estate planning tool. |
Dooley, Kevin Seamus |
|
Jun 1, 2005 |
819 |
| The estate tax lives: here's how to minimize its impact on your heirs. |
Pellet, Jennifer |
|
Jan 1, 2005 |
900 |
| Helping clients generate cashflow in retirement plans. |
Wagner, James R. |
|
Dec 1, 2004 |
610 |
| Estate planning with pensions. |
Lamse, Eileen |
|
Dec 1, 2004 |
960 |
| Lessons of Thompson and Kimbell. |
Howell, R. Milton, III |
|
Dec 1, 2004 |
827 |
| Bona fide sales in the estate environment. |
Hoekema, Lucy |
|
Nov 1, 2004 |
909 |
| Intentionally defective grantor trusts. |
Welker, Curt J. |
|
Nov 1, 2004 |
717 |
| GRAT planning with S corp. stock. |
Sunderman, Teri L. |
|
Aug 1, 2004 |
4924 |
| Succession planning for the family cottage. |
|
|
Jun 30, 2004 |
1520 |
| Hurry up and die: favorable estate tax changes scheduled to disappear in 2011. |
Sparkman, Worth |
|
Mar 22, 2004 |
3118 |
| Top 10 estate planning tips. |
Arslanian, Paul |
|
Nov 1, 2003 |
772 |
| Changes to estate tax laws require flexibility. |
McBryde, Mike |
|
Sep 29, 2003 |
727 |
| 10 areas to consider in your estate planning. |
|
|
Sep 29, 2003 |
538 |
| Companies lose badly without clear estate planning. |
Fox, Jacqueline |
|
Jul 21, 2003 |
1372 |
| A family affair: now more than ever, family-owned businesses must craft solid succession plans to develop enterprises that grow and prosper. (Entrepreneurship). |
Alexander, George |
|
Oct 1, 2002 |
1985 |
| Intentionally defective? Estate planning with intentionally defective irrevocable trusts. |
Woodford, John |
Brief Article |
Sep 1, 2002 |
838 |
| Family Limited Partnerships. |
Riles, Jerry; Whitlock, Beanna |
|
Jul 1, 2002 |
2276 |
| Estate planning strategic for unmarried couples. |
Koehn, Jo Lynne; Klimek, Janice |
|
Jul 1, 2002 |
2405 |
| Developing your life plan: making sure financial documents are available during a family crisis can save you time, money, and pain. (Estate Planning). |
McKinney, Jeffrey |
|
Jul 1, 2002 |
1911 |
| A Closer Look at the 2001 Estate Tax Law. |
MAIZ, JACK J. |
Brief Article |
Aug 13, 2001 |
1001 |
| What You Need to Know About Your Trust. |
ROETHLISBERGER, BRADLEY A. |
Brief Article |
Jul 9, 2001 |
708 |
| Using IRAs to fund QTIP trusts. |
Greenstein, Brian R. |
|
May 1, 2001 |
4602 |
| Effective Planning for Your Child with Special Needs. |
Harmon, Dave |
|
Feb 1, 2001 |
1793 |
| Estate Planning. |
|
Brief Article |
Dec 18, 2000 |
702 |
| Charity at bargain prices. |
Rhine, David S. |
|
May 1, 2000 |
417 |
| What is a Community Foundation? |
|
Brief Article |
Mar 1, 2000 |
745 |
| Meet some visionary donors and their dreams. |
|
Brief Article |
Mar 1, 2000 |
2395 |
| Estate Planning for Married Folks. |
Blackman, Irving L. |
|
Mar 1, 2000 |
1488 |
| LIFE AND DEATH ESTATE CHECKLIST, PART II. |
DAY, DANIEL M. |
Brief Article |
Mar 1, 2000 |
351 |
| The use of disclaimers for flexibility in planning for qualified retirement assets. |
Jablow, Benjamin A. |
|
Feb 1, 2000 |
4397 |
| Integrated estate planning with foreign-situs trusts. |
Engel, Barry S. |
|
Feb 1, 2000 |
6634 |
| The use of disclaimers for flexibility in planning for qualified retirement assets. |
Jablow, Benjamin A. |
|
Dec 1, 1999 |
3775 |
| Preserve your wealth. |
Sokic, Steve |
|
Nov 1, 1999 |
1432 |
| Understanding estate planning with Qualified Personal Residence Trusts. |
Baskies, Jeffrey A. |
|
Nov 1, 1999 |
4177 |
| IT'S YOUR MONEY! |
|
|
Oct 1, 1999 |
1183 |
| Real Estate. |
Myers, Randy |
Brief Article |
Oct 1, 1999 |
782 |
| Life Insurance. |
Myers, Randy |
Brief Article |
Oct 1, 1999 |
701 |
| The Private Company Affair. |
|
Brief Article |
Oct 1, 1999 |
594 |
| Estate Tax Liability. |
|
Brief Article |
Oct 1, 1999 |
524 |
| Overcoming the Boggs dilemma in community property states. |
Cochran, Carol Mayo |
|
Sep 1, 1999 |
2950 |
| Overcoming the Boggs dilemma in community property states. |
Cochran, Carol Mayo |
|
Aug 1, 1999 |
3867 |
| Tailor-made Coverage. |
KORN, DONALD JAY |
|
Aug 1, 1999 |
1680 |
| Why give an IRA to charity? |
Hollingsworth, Danny P. |
|
Mar 1, 1999 |
3996 |
| Planning for the Future. |
Daugherty, Robert B. |
|
Mar 1, 1999 |
1842 |
| Planning for large estates after TRA '97. |
Milonas, Taso M. |
|
Jan 1, 1999 |
5056 |
| Alaska trusts. |
Morse, Christy K. |
|
Oct 1, 1998 |
732 |
| Forming a family partnership with marketable securities. |
Ellentuck, Albert B. |
|
Oct 1, 1998 |
1560 |
| Where there's a will. |
Korn, Donald Jay |
|
Oct 1, 1998 |
3358 |
| Give it away! |
Elzer, Robert W. |
|
Aug 1, 1998 |
1055 |
| Estate tax changes? |
Wishard, Gordon D.; Stone, Lisa A. |
|
Aug 1, 1998 |
912 |
| Estate planning with tenancy by the entireties property. |
Pratt, David; Hauser, Lisa Z. |
|
Jul 1, 1998 |
4386 |
| Postmortem estate planning for small business owners. |
Granstaff, Charles A. |
|
Jul 1, 1998 |
2915 |
| Making special needs estate planning a "snap": Special Needs Advocate for Parent (SNAP) outlines steps for a smooth transition. |
Vogel, Nadine O. |
|
Jun 1, 1998 |
1243 |
| The formation, intergenerational transfer, and valuation of family limited partnership interests. |
Reilly, Robert F.; Schweihs, Robert P. |
|
Mar 1, 1998 |
4534 |
| Remarried with children: estate tax considerations of a significantly younger spouse. |
Haag, Barton D. |
|
Aug 1, 1997 |
1440 |
| Gift tax now or estate tax later. |
Robbins, Valerie C. |
Brief Article |
Aug 1, 1997 |
677 |
| GSTT exemption planning related to life insurance trusts. |
Monroe, Tracy |
|
Aug 1, 1997 |
1236 |
| Window available for change in beneficiary designation. |
Flynn, Maura P. |
|
Aug 1, 1997 |
843 |
| Who will handle things? |
Wishard, Gordon D.; Stone, Lisa A. |
|
Aug 1, 1997 |
1804 |
| Packaging your gifts carefully: lifetime gifts as an estate planning tool. |
Cash, L. Stephen; Dickens, Thomas L. |
Cover Story |
Mar 1, 1997 |
6531 |
| Charitable gifts of retirement plan benefits. |
Schramka, E.G. |
|
Feb 1, 1997 |
983 |
| Investment strategies unique to assets held in charitable remainder trusts. |
Phelps, Mary Brooks |
Brief Article |
Dec 1, 1996 |
369 |
| The perfect gift? |
Calvelli, Steven |
Column |
Dec 1, 1996 |
847 |
| Valuation discount for property split between QTIP marital trust and surviving spouse presents planning opportunity. |
Washelesky, Frank L. |
|
Oct 1, 1996 |
724 |
| Revisiting promissory notes to pay a GRAT's annuity amount. |
Pompilio, Gerard |
|
Aug 1, 1996 |
1473 |
| QPRTs - determining the tax-optimal trust term. |
Baumann, Dale R. |
|
Jun 1, 1996 |
915 |
| Planning opportunity for surviving spouse who is beneficiary of IRA and qualified plan. |
Yurkovic, Denis L. |
|
Jun 1, 1996 |
1013 |
| Guardianships and other protective assignments. |
Brunetti, Frank L. |
|
May 1, 1996 |
1257 |
| Using a QTIP trust to extend the life of an IRA. |
Switzer, Ralph, Jr.; Pollock, Daniel A. |
|
Apr 1, 1996 |
2658 |
| Insurance in a partnership? You bet your life! |
Kempke, Bob |
|
Mar 1, 1996 |
538 |
| Lifetime giving remains a powerful planning tool for family business owners. |
Potter, Daniel J. |
|
Feb 1, 1996 |
4136 |
| IRS ruling positions on grantor trust treatment result in uncertainty. |
Coplan, Robert B. |
|
Jan 1, 1996 |
1030 |
| Protecting client assets. |
Dixon, Sharon Quinn |
|
Dec 1, 1995 |
2586 |
| To QPRT or not to QPRT? |
Koppel, Michael D. |
|
Dec 1, 1995 |
947 |
| Getting started. |
Brunetti, Frank L. |
|
Dec 1, 1995 |
1601 |
| The ultimate gift: name a charity in your will. |
Morgan, Ginger |
|
Nov 1, 1995 |
716 |
| From the Tax Adviser: rollover IRAs and estate planning. |
Fiore, Nicholas |
|
Sep 1, 1995 |
749 |
| Postmortem disclaimer strategies. |
Gross, Marla Porter |
|
Jul 1, 1995 |
941 |
| The charitable remainder unitrust: a versatile tool for avoiding capital gains. |
Gianno, Mark |
|
Jul 1, 1995 |
4533 |
| Estate planning checklist. |
|
|
Jul 1, 1995 |
289 |
| Disclaimers. |
Fiore, Nicholas |
|
Jul 1, 1995 |
707 |
| Increasing-annuity payments make GRAT more attractive. |
Taylor, Rick J. |
|
Jun 1, 1995 |
637 |
| Using the QTIP election to maximize generation-skipping transfers. |
Capassakis, Evelyn M. |
|
Apr 1, 1995 |
970 |
| Private annuities are an underused succession planning device. |
Gillis, Michael R. |
|
Dec 1, 1994 |
1074 |
| Estate planning. |
Neuner, Thomas J. |
|
Dec 1, 1994 |
657 |
| Keeping down the tax hit is vital to protecting assets for your heirs. |
Boscoe, Barry J. |
Column |
Nov 21, 1994 |
1053 |
| Asset protection caveats when using family limited partnerships as an estate planning vehicle. |
Mikuta, Richard J. |
|
Oct 1, 1994 |
1460 |
| Using a unitrust as a pension alternative. |
Robbins, Valerie C. |
|
Aug 1, 1994 |
759 |
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