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Estate Planning Steps For Saving The Family Business
It’s time I had a talk with the business owners out there. The sad fact is that, even if you follow all the Estate Planning advice I give, few of those businesses will survive to benefit your children. And a scant few will benefit your grandchildren. But that doesn’t have to happen. Lack of preparation […]
Escape Hatches For Estate Planning Trusts
It doesn’t take much to ruin a great estate plan. Many great plans, completed with careful work and good intentions, turn to disasters because of one simple decision – the wrong trustee was selected. Instead of being grateful that their parents and grandparents worked hard to provide for them, heirs become bitter and even resentful. […]
Tax Shelter For Corporate Owners
There’s a special tax shelter available only to owners of corporations. The shelter allows you to make a substantial contribution to charity using your corporation’s money, take the deduction on your own tax return, and avoid capital gains taxes on your stock profits. To make this deal work, you have to plan carefully and execute […]
The Estate Planning Tool Of The Decade – Trusts
A good solution to many Estate Planning and asset protection problems is a trust. In past visits I’ve told you about many different types of trusts and the problems they can solve. But what I haven’t focused on is where to set up your trust. This question is almost as important as the type of […]
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Which Investments For Tax-Deferred Accounts?
The tax law can make the simplest decisions difficult. For example, which investments should be put in your tax deferred accounts, and which in your taxable accounts? The answers might not be what you think. A little over a year ago I challenged the conventional wisdom on how best to split your investments between taxable […]
Buying Life Insurance Can Be Easy And Cheap
Life insurance premiums have been crashing for years. Now is the best time to buy insurance, and it is easier than ever to get the best deal. That’s because a number of services operating on the internet or through toll-free telephone numbers will survey premiums at a number of insurance companies and give you the […]
Why You Should Avoid Tax Favored Long Term Care Insurance Policies
Sometimes a tax break costs more than it is worth. That just might be the case with the breaks for long-term care insurance that were enacted in 1996. All the questions still aren’t answered, but so far it looks like you might be better off taking a pass on these tax benefits. Congress meant well […]
Solving The Snowbird Health Care Dilemma
There’s a bit of trouble in paradise for some northern snowbirds who migrate to warm weather states for the winter. That trouble is health care. It is especially bad if you belong to a health maintenance organization, but also affects those covered by one of many private insurance and medigap plans. HMOs tend to be […]
