Articles related to "Estate Planning"
What is an Estate Plan?
An estate plan is more than just a Will or Trust. It is a comprehensive system, through which you can determine what happens to your assets when you die.
estate plan • will • trust • lawyer • attorney
An estate plan is more than just a Will or Trust. It is a comprehensive system, through which you can determine what happens to your assets when you die.
estate plan • will • trust • lawyer • attorney
5 Top Mistakes in Estate Planning
These are the pitfalls to avoid when performing proper estate planning procedures at any age
estate planning in california • planning for retirement • avoiding probate • setting up a living trust • setting up wills
These are the pitfalls to avoid when performing proper estate planning procedures at any age
estate planning in california • planning for retirement • avoiding probate • setting up a living trust • setting up wills
A Look At Life Insurance In Estate Planning
A look at life insurance, the most commonly used estate liquidity source. Also discussed are the various types of insurance policies which are commonly used.
estate liquidity • term insurance • cash value insurance • whole life insurance • universal life policy
A look at life insurance, the most commonly used estate liquidity source. Also discussed are the various types of insurance policies which are commonly used.
estate liquidity • term insurance • cash value insurance • whole life insurance • universal life policy
Are You Prepared For Your Parents' Senior Years?
Are you prepared for your parents' senior years?
parents • pension • long term care • insurance • finances
Are you prepared for your parents' senior years?
parents • pension • long term care • insurance • finances
Book Revew: Gift of A Lifetime, Planned Giving in Congregational Life
Everything you need to know about starting and sustaining an estate gifts program. If your congregation is serious about receiving estate gifts, this is the book for you.
estate planning • estate gifts • deferred gifts • church fundraising • planned giving
Everything you need to know about starting and sustaining an estate gifts program. If your congregation is serious about receiving estate gifts, this is the book for you.
estate planning • estate gifts • deferred gifts • church fundraising • planned giving
Closing Online Accounts When A Loved One Dies
Digital estate planning or creating a will that incorporates web activities can help families close or memorialize online accounts like Facebook, Myspace, and email.
digital will • internet estate plan • do it yourself wills • online estate • estate planning
Digital estate planning or creating a will that incorporates web activities can help families close or memorialize online accounts like Facebook, Myspace, and email.
digital will • internet estate plan • do it yourself wills • online estate • estate planning
Consideration of Long Term Care Insurance
A look at the considerations for long term care insurance for residents of the United States.
lon term care insurance • catatophic • estate planning • medicaid • ge financial
A look at the considerations for long term care insurance for residents of the United States.
lon term care insurance • catatophic • estate planning • medicaid • ge financial
Disability
Long-term care insurance can work like a disability policy
insurance • finances • estate planning • disability policy • long-term care
Long-term care insurance can work like a disability policy
insurance • finances • estate planning • disability policy • long-term care
Five Big Mistakes!
Five Insurance and Financial Mistakes that can Cost you Dearly.
financial • insurance • women • men • estate planning
Five Insurance and Financial Mistakes that can Cost you Dearly.
financial • insurance • women • men • estate planning
Incentive Trusts Can Motivate Your Beneficiaries
As the name implies, an Incentive Trust can financially reward your heirs for accomplishing various tangible objectives that you feel are important.
incentive trust • motivational estate planning • inheritance structure • family planning • estate tax avoidance
As the name implies, an Incentive Trust can financially reward your heirs for accomplishing various tangible objectives that you feel are important.
incentive trust • motivational estate planning • inheritance structure • family planning • estate tax avoidance
Insufficient Estate Planning
A discussion of the pitfalls and disadvantages of insufficient estata planning as they relate to real estate. Transferring real estate to a trust can help avoid ancillary probate.
ancillary probate • real property • domicile • title insurance
A discussion of the pitfalls and disadvantages of insufficient estata planning as they relate to real estate. Transferring real estate to a trust can help avoid ancillary probate.
ancillary probate • real property • domicile • title insurance
It's Ten O'Clock. Do You Know Where Your Money Is?
Description and review of Harold Lustig's book, <i>4 Steps to Financial Security For Lesbian and Gay Couples.</i>
gay • lesbian • finances • money • taxes
Description and review of Harold Lustig's book, <i>4 Steps to Financial Security For Lesbian and Gay Couples.</i>
gay • lesbian • finances • money • taxes
Legacies in Estate Planning
An introduction to legacies as the apply to estate planning. Discussed are the various types of legacies and the conditions under which they are given and received.
tangible • legacy • legatee • abatement • ademption
An introduction to legacies as the apply to estate planning. Discussed are the various types of legacies and the conditions under which they are given and received.
tangible • legacy • legatee • abatement • ademption
Legal Rights of Children in Estate Planning
The legal rights of children as it applies to estate planning. Included are the rights of adopted, illegitimate, after-born, and omitted children.
after-born • omitted • adopted • illegimate • pretermitted heir statutes
The legal rights of children as it applies to estate planning. Included are the rights of adopted, illegitimate, after-born, and omitted children.
after-born • omitted • adopted • illegimate • pretermitted heir statutes
Starting A Planned Giving Program Is Easier Than You May Think
You can start an estate gifts program for your organization simply by letting constituents know you are prepared to receive bequests.
bequests • wills • estate gifts • estate planning • planned giving
You can start an estate gifts program for your organization simply by letting constituents know you are prepared to receive bequests.
bequests • wills • estate gifts • estate planning • planned giving
Using A Prenuptial Agreement In Estate Planning
An introduction to the pre-nuptial agreement, and it's use as an estate planning tool.
pre-nuptial agreement • beneficiaries • statuatory spousal elective share • waiver • post-nuptial
An introduction to the pre-nuptial agreement, and it's use as an estate planning tool.
pre-nuptial agreement • beneficiaries • statuatory spousal elective share • waiver • post-nuptial
Where There's A Will, There's Estate Planning
An introduction to the Will, as used in Estate Planning, including different types and forms of wills, requirements for setting up a will, the clauses in a will, updating and revoking a will.
testator • testatrix • holographic • noncupative • simple
An introduction to the Will, as used in Estate Planning, including different types and forms of wills, requirements for setting up a will, the clauses in a will, updating and revoking a will.
testator • testatrix • holographic • noncupative • simple
Why you need a HIPAA waiver
In 1996, the government debated how to keep your medical information private in light of the computer age.
hipaa waiver • incapacitated • cmia • estate planning • estate management
In 1996, the government debated how to keep your medical information private in light of the computer age.
hipaa waiver • incapacitated • cmia • estate planning • estate management
How Wills, Living Wills, & Living Trusts Differ
The future management and distribution of an estate will involve one or more legal documents: a will, a living will and a living trust. Learn the difference between them.
how wills living wills and living trusts differ • explanation of a will living will and living trust • what is a last will and testament • what is a living trust • what is a living will
The future management and distribution of an estate will involve one or more legal documents: a will, a living will and a living trust. Learn the difference between them.
how wills living wills and living trusts differ • explanation of a will living will and living trust • what is a last will and testament • what is a living trust • what is a living will
Identifying Your Goals
Identifying and Defining your Estate Planning goals
goals • strategies • gathering data • asset inventory form • checklist
Identifying and Defining your Estate Planning goals
goals • strategies • gathering data • asset inventory form • checklist
Three Essential Estate Planning Legal Documents
Advanced directives and other estate planning legal documents are important for the elderly and their families when faced with critical illnesses or injuries and death.
estate planning • essential estate planning documents • living will • power of attorney • advanced health care directives
Advanced directives and other estate planning legal documents are important for the elderly and their families when faced with critical illnesses or injuries and death.
estate planning • essential estate planning documents • living will • power of attorney • advanced health care directives
Benefits of Financial Planning
Family financial planning is vital for boosting savings and investments, managing tax, getting the right insurance, retirement planning and estate planning.
benefits of financial planning • financial planning • professional money planning advice • money advice • financial planner
Family financial planning is vital for boosting savings and investments, managing tax, getting the right insurance, retirement planning and estate planning.
benefits of financial planning • financial planning • professional money planning advice • money advice • financial planner
Estate Planning Tips for Texas Residents
Proper estate planning can save estate heirs a considerable amount of time, money, and grief. Here is a brief guide to estate planning for those who live in Texas.
estate planning tips for texas residents • a guide to estate planning • writing a last will and testament • dividing an estate among heirs • using estate planning software
Proper estate planning can save estate heirs a considerable amount of time, money, and grief. Here is a brief guide to estate planning for those who live in Texas.
estate planning tips for texas residents • a guide to estate planning • writing a last will and testament • dividing an estate among heirs • using estate planning software
Disaster Recovery
No one is immune from a potential disaster striking their home or business. A good insurance policy won't always be enough to help you recover.
home inventory • business inventory • disaster recovery • storage • estate planning
No one is immune from a potential disaster striking their home or business. A good insurance policy won't always be enough to help you recover.
home inventory • business inventory • disaster recovery • storage • estate planning
Divorce and Retirement Planning
As more and more couples are getting divorced later in life, each spouse needs to understand the effect such a step has on retirement and estate planning.
retirement • divorce • estate • savings • baby boomer
As more and more couples are getting divorced later in life, each spouse needs to understand the effect such a step has on retirement and estate planning.
retirement • divorce • estate • savings • baby boomer
Keeping Retirement Money Away from Taxes
You may be surprised how fast taxes can whittle away your nest egg if you're not careful -- so take steps now to protect retirement plan assets from taxes before you or your spouse retire.
retirement • irrevocable trust • rollover ira • roth ira • 401(k)
You may be surprised how fast taxes can whittle away your nest egg if you're not careful -- so take steps now to protect retirement plan assets from taxes before you or your spouse retire.
retirement • irrevocable trust • rollover ira • roth ira • 401(k)
Living in an Estate in Africa
Many looking for a home in Uganda are torn between living in an estate or private house units. But what are the advantages and disadvantages?
living in estates • real estate • advantages of estates • disadvantages of estates • choosing a home
Many looking for a home in Uganda are torn between living in an estate or private house units. But what are the advantages and disadvantages?
living in estates • real estate • advantages of estates • disadvantages of estates • choosing a home
Make a Living Will Part of Your Plan
The time to make health care decisions for the future is now. Prepare a living will as part of your estate management plan before any sort of disaster strikes.
living will • health care directive • estate planning • durable power of attorney for health care • preparing a will
The time to make health care decisions for the future is now. Prepare a living will as part of your estate management plan before any sort of disaster strikes.
living will • health care directive • estate planning • durable power of attorney for health care • preparing a will
Reasons to Avoid Probate Administration
Estate planning to avoid probate can save time and money. It may also enhance control over one's property and simplify matters upon one's death.
reasons to avoid probate • avoiding probate • avoid probate administration • probate assets • nonprobate assets
Estate planning to avoid probate can save time and money. It may also enhance control over one's property and simplify matters upon one's death.
reasons to avoid probate • avoiding probate • avoid probate administration • probate assets • nonprobate assets
Senior Legal Issues
Elder law attorneys can help individuals navigate the legal system and work through unique senir legal issues.
senior legal issues • elder law attorney • retirement planning • estate planning • advance directives
Elder law attorneys can help individuals navigate the legal system and work through unique senir legal issues.
senior legal issues • elder law attorney • retirement planning • estate planning • advance directives
Tax Attorneys – Hire a Business Tax Lawyer
When hiring a business tax attorney, look for a professional with the proper education, prior successes, and certifications to handle a tax plan or help with IRS relief.
tax attorney • irs tax relief • hiring an attorney • tax planning • corporate tax
When hiring a business tax attorney, look for a professional with the proper education, prior successes, and certifications to handle a tax plan or help with IRS relief.
tax attorney • irs tax relief • hiring an attorney • tax planning • corporate tax
Traveling Without The Kids
Parents are often nervous about leaving their children while they take a vacation. Information about what parents need to do before they go on their trip is provided.
vacationing without the kids • estate planning and traveling parents • travel without children • leaving kids at home • hiring a babysitter
Parents are often nervous about leaving their children while they take a vacation. Information about what parents need to do before they go on their trip is provided.
vacationing without the kids • estate planning and traveling parents • travel without children • leaving kids at home • hiring a babysitter
Voting Trust
A look at the voting trust arrangement, including how to set one up, as well as when to consider using one.
voting trust • vcoting trust arrangement • closely-held business • testamentary trust • estate planning
A look at the voting trust arrangement, including how to set one up, as well as when to consider using one.
voting trust • vcoting trust arrangement • closely-held business • testamentary trust • estate planning
When Is It Time To Update Your Will?
A discussion of of the most common situations which would necessitate updating a will.
will • beneficiaries • marital status • tax law changes • codicil
A discussion of of the most common situations which would necessitate updating a will.
will • beneficiaries • marital status • tax law changes • codicil
Wills vs. Trusts
Made a list of all the things you want to leave to your heirs but not sure whether to use a will or a trust? The difference is the amount of value that each leaves.
living trusts • revocable living trusts • wills vs revocable living trusts • estate planning • estate management
Made a list of all the things you want to leave to your heirs but not sure whether to use a will or a trust? The difference is the amount of value that each leaves.
living trusts • revocable living trusts • wills vs revocable living trusts • estate planning • estate management
Avoiding Retirement Planning Mistakes
Thinking about retirement there are a few mistakes you can avoid by looking at investment diversification, living wills, long-term care insurance, and estate planning.
retirement • planning • mistakes • avoid • dignity
Thinking about retirement there are a few mistakes you can avoid by looking at investment diversification, living wills, long-term care insurance, and estate planning.
retirement • planning • mistakes • avoid • dignity
Ric Edelman Show: Discussion Forum
Ric answers questions about retirement, geting out of debt; car leasing, mortgage loans, paying for college, understanding wills, trusts, estate plans and investing.
retirement planning • geting out of debt; car leasing • mortgage loans • paying for college • understanding wills
Ric answers questions about retirement, geting out of debt; car leasing, mortgage loans, paying for college, understanding wills, trusts, estate plans and investing.
retirement planning • geting out of debt; car leasing • mortgage loans • paying for college • understanding wills
Term Insurance or Permanent Insurance?
Both term insurance and permanent insurance provide vital coverage for families. Discover how to save money on insurance premiums when purchasing life insurance.
term insurance • permanent insurance • life insurance • insurance premiums • save money
Both term insurance and permanent insurance provide vital coverage for families. Discover how to save money on insurance premiums when purchasing life insurance.
term insurance • permanent insurance • life insurance • insurance premiums • save money
Trouble Helmsley, Millionaire Dog
What happens to pets when their owner dies or becomes disabled? Many pet owners remember their dogs and cats during estate planning.
leona helmsley • trouble • millionaire dogs • maltese • maltese dog
What happens to pets when their owner dies or becomes disabled? Many pet owners remember their dogs and cats during estate planning.
leona helmsley • trouble • millionaire dogs • maltese • maltese dog
What Happens When a Person Dies Without a Will?
When a person fails to plan for death by writing a will, the state has a system for distributing his or her property.
intestacy • intestate estate • estate planning • write a will • probate
When a person fails to plan for death by writing a will, the state has a system for distributing his or her property.
intestacy • intestate estate • estate planning • write a will • probate
The Family Limited Partnership
A discussion of the family limited partnership as an estate planning tool. It offers a discounting appraisal feature as a method of tax reduction feature. A high amount of shares can be gifted and still qualify as gift tax-free and estate-tax property.
family limited partnership • flp • gift tax exclusion • discount.
A discussion of the family limited partnership as an estate planning tool. It offers a discounting appraisal feature as a method of tax reduction feature. A high amount of shares can be gifted and still qualify as gift tax-free and estate-tax property.
family limited partnership • flp • gift tax exclusion • discount.
Trusts For Charities
Giving assets to charity through the use of a Charitable Lead Trust. This discussion highlights the estate and gift tax planning pros and cons.
charitable lead trust • clt • remaindermen • remainder beneficiaries • front trust
Giving assets to charity through the use of a Charitable Lead Trust. This discussion highlights the estate and gift tax planning pros and cons.
charitable lead trust • clt • remaindermen • remainder beneficiaries • front trust
What is Probate?
An introduction to the probate process, what it includes, its advantages, disadvantages, and ways to avoid it.
probate • will substitute • intestate succession • administrator • executor
An introduction to the probate process, what it includes, its advantages, disadvantages, and ways to avoid it.
probate • will substitute • intestate succession • administrator • executor
Living Will, Advance Directive for Health Care
Who speaks for you about your medical treatment when you are unable to communicate your wishes for yourself? A living will or advance health care directive is your voice.
living will • advance health care directive • personal health decision • durable power of attorney • health care proxy
Who speaks for you about your medical treatment when you are unable to communicate your wishes for yourself? A living will or advance health care directive is your voice.
living will • advance health care directive • personal health decision • durable power of attorney • health care proxy
How to Choose a Financial Advisor
The financial services industry offers a bewildering variety of advisors dispensing a broad array of financial advice. Choosing a financial consultant can be challenging.
financial advisor • financial planning • financial advisors • advisor • financial services
The financial services industry offers a bewildering variety of advisors dispensing a broad array of financial advice. Choosing a financial consultant can be challenging.
financial advisor • financial planning • financial advisors • advisor • financial services
The Sprinkling Provision of a Trust
A discussion of the sprinkling provision in trusts that can be used to assist beneficiaries.
sprinkling provision • sprinkle • beneficiaries • trust • sprinkling power
A discussion of the sprinkling provision in trusts that can be used to assist beneficiaries.
sprinkling provision • sprinkle • beneficiaries • trust • sprinkling power
Trust Distributions
A discussion of the timing of trust distributions. Mentioned are the single trust, the multiple trust, and the single pot trust.
corpus • beneficiary • single trust • multiple trust • single pot trust
A discussion of the timing of trust distributions. Mentioned are the single trust, the multiple trust, and the single pot trust.
corpus • beneficiary • single trust • multiple trust • single pot trust
A Guide to Ethical Wills
Estate planning is seeing the reemergence of the age old custom of drafting Ethical Wills. The Ethical Will is a testament of values and instructions to loved ones.
ethical will • ethical wills • spiritual legacy • spiritual testament • last will and testatment
Estate planning is seeing the reemergence of the age old custom of drafting Ethical Wills. The Ethical Will is a testament of values and instructions to loved ones.
ethical will • ethical wills • spiritual legacy • spiritual testament • last will and testatment
67. Dealing With Cancer: Part II
When one is diagnosed with a life threatening condition, one's belief system helps to determine the choices and course of action. There is no right or wrong in these matters, only the recognition that one's intuition must be respected.
oncology • cancer • life threatening illness • hospice care • geriatrics
When one is diagnosed with a life threatening condition, one's belief system helps to determine the choices and course of action. There is no right or wrong in these matters, only the recognition that one's intuition must be respected.
oncology • cancer • life threatening illness • hospice care • geriatrics
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