Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Essential Estate Planning Strategies

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estate planning

10 Basic Rules For Estate Planning

January 1, 1999

You need an estate plan, and this is the time of year when many people consider finally drawing up or revising their plans. An estate plan should be tailored for the individual. Contrary to what you’ll hear in some estate planning seminars, there aren’t many strategies that should be in every estate plan. But there […]

estate planning

6 Estate Planning Strategies to Leverage Your Gifts to Charity

December 1, 1998

At year end, many people focus on estate planning and charitable giving. But don’t simply write a check or leave a sum of money to charity in your will. There are better ways to give that can increase your tax deductions or even your income, and they also can give you more control over how […]

Power-of-gifts-in-estate-plan

How to Maximize Power Of Gifts in Your Estate Planning

November 1, 1998

Gift-giving season is on the way. Many people use this time of year to make not only the traditional holiday gifts, but also to make gifts as part of their estate plans. Annual gifts are a powerful part of any estate plan. If you are going to make gifts, you might as well get the […]

how-to-build-a-legacy-trust

Use Estate Planning to Build a Legacy (Trust)

October 1, 1998

Trusts aren’t just for the super wealthy anymore. IRS statistics show that the average trust has about $250,000 in it, not exactly Rockefeller territory. That’s because many people have learned that trusts can be useful for even middle class families. One way to use a trust is to build a legacy that will last for […]

estate planning

7 Simple Estate Planning Strategies To Protect Assets

July 1, 1998

I’ve never been a big fan of offshore trusts and other exotic strategies to protect your assets from lawsuits and creditors. They are expensive, you might have to deal with questionable people, and it is not even clear the strategies really work. Some recent cases show that these strategies don’t exactly build a rock-solid fortress. […]

escape-hatches-for-trusts

Escape Hatches For Estate Planning Trusts

June 1, 1998

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. […]

estate planning

The Estate Planning Tool Of The Decade

May 1, 1998

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 […]

save-your-family-limited-partnerships

Estate Planning to Save Your Family Limited Partnership

January 1, 1998

You can get a discount of 30%, sometimes more, on estate and gift taxes by setting up a family limited partnership. That’s a tremendous discount. And the family limited partnership has advantages in addition to tax reduction. A strategy with so many benefits is bound to attract the IRS’s attention, and that has happened in […]

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