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Articles Records 11-20 of 31  |  Go to << Prior 1 2 3 4 Next >> page 
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Taking Care of Parents - A Living Trust Provides a Safety Net (Popularity: )
http://www.estateplanningdr.com
Parents spend years providing, protecting and caring for us as their children. We honor them by giving Mother a day in May and Father a day in June to express our appreciation for their years of effort in our behalf. Wouldn't it be great if there was some way we could make sure that they too are provided for, protected and, if needed, cared for as they age? One of the ...

How a Charitable Remainder Trust Avoids Capital Gains (Popularity: )
http://theestatepreservationadvisor.com
Charitable remainder trusts can increase your income, avoid capital gains taxes, lower or eliminate estate taxes, serve as another type of retirement plan, serve humanity and put a warm feeling in your heart. Here is an example that applies to anyone contemplating selling a highly appreciated asset. In the Path of Progress Clarence and Mildred had a farm that has been in the family since 1930. They raised corn and had a ...

Asset Protection Options (Popularity: )
http://www.theestateplanningguide.com
When thinking of your assets and obviously you have or you wouldn't have found this article, you have looked into different options there are out there for you to protect your investments. These options are designed for both Offshore and Domestic assets. When deciding on which protection you need it also depends on the monetary value of your property. You need to also factor in the type of asset it ...

A Joint Tenancy Is Where Two Persons Co-Own A Property (Popularity: )
http://www.theestateplanningguide.com
A Joint Tenancy is where you and another person co-own or cohabitate the same property. Joint Tenancy also refers to where a married couple owns a home or property together. You might also want to know that a Joint Tenancy can have more than two people who own the property. The only stipulation to this is that no matter how many people own the property, they all own equal parts. ...

Independent Retirement Account - Defined, What Are The Options? (Popularity: )
http://www.ultratrust.com
There are typically two types of beneficiaries for an Independent Retirement Account (IRA). A beneficiary can be either a spouse or non-spouse, and each group has different options and benefits to receiving money from an inherited IRA. INHERIT INDEPENDENT RETIREMENT ACCOUNT FROM SPOUSE If you inherit an IRA from a spouse, you have the option of taking the IRA as your own and also making further contributions to the account. If you ...

Offshore Bank Accounts Pros, Cons, Interest Benefits (Popularity: )
http://www.ultratrust.com
Opening an offshore bank account is a matter which should be discussed in detail with a financial advisor such as Estate Street Partners and possibly a lawyer, depending on your individual circumstances and reasons for wanting the account. There has been negative press involving owners of offshore accounts who abuse the bank services to launder money or commit other forms of fraud (tax evasion, hiding money for divorce purposes, etc). CONS ...

A Proactive Approach To An Exit Strategy Is The Only Approach To A Successful Exit Strategy (Popularity: )
http://www.pinnacleequitysolutions.com
For the past fifteen years, I have served as a principal, a manager, a transactional advisor, a legal advisor and a financial advisor to privately held businesses and their owners. Over this time period, I have noticed a lack of consistency in how Exit Strategy services are delivered to business owners. This inconsistency exists, even though succeeding a business is one of the most important and complex financial decisions that ...

Estate - Beyond The Living Will (Popularity: )
http://www.guardingyourwealth.com
Living wills have received a great deal of attention due to the recent Terry Schiavo situation. Because her end-of-life wishes were in dispute, family members battled each other in the courts over her treatment and care. By having a proper Living Will, you can avoid such confusion. But a Living Will doesn't ensure you have all your bases covered. There are other equally important documents you must have in place. A ...

Family Limited Partnership-Abusive Tax-Free Wealth Transfer (Popularity: )
Family limited partnerships, one such traditional limited partnership, have been over marketed as wealth transfer devises. Family limited partnerships are red flags for the Internal Revenue Service as abusive tax-free wealth transfers. Family partnerships have been widely propagated as the devise of choice for transferring the family business and other highly appreciated assets tax-free from parents to their children. Different programs are available to transfer ownership and the management of a ...

Children, Guardianships and Wills: Estate Planning for Young Families (Popularity: )
http://www.strattonplanning.com
Consider this scenario: Both you and your spouse are young with two small children. You don't make much; in fact, you might be just scraping by. You might have a small savings account -- very small. If you are fortunate enough to own a house or a condominium, you probably don't have much equity in the property -- at least, not yet. Preparing an estate plan is probably the last thing on ...