Search Results
We found 27 results. Showing page 1 of 3 pages.
Aggressive, Caring and Meticulous
Related Articles
Irrevocable Life Insurance
Insurance on your life will be included in your taxable estate if either (1) Your estate is the beneficiary of the insurance proceeds, or (2) You possessed certain "incidents of ownership" in the policy within three years of your death. Incidents of ownership that will cause the proceeds to be taxed
Planned Giving Techniques
Planned Giving Techniques Supporting your house of worship or favorite charity (exempt entity) through gifts is a great way to reduce income and death taxes. Gifts may include cash and cash equivalents, securities, insurance policies, retirement plan assets, personal property and real property. Subject to rather liberal restrictions, you may
Probate and Administration
Protecting one’s assets through estate planning is essential in today’s economic environment. Wills, living wills and powers of attorney, are only some of the professional documents that are utilized in protecting one’s assets.Also, assistance in probate of an estate, following the difficult transition period of bereavement, is provided by my
Beneficiary Forms
Forgetting Your Beneficiary Forms May Defeat Your Estate PlanThe failure to correctly complete the forms that designate the beneficiaries of your life insurance policies and retirement plan accounts may undermine your entire estate plan. Here are a few tips on doing it right.Never name your estate as the beneficiary or