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

Estate Planning Basics

Found 181 Articles.
Get access to 319 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

estate planning

Low-Cost Estate Planning Ways To Get Your Grandkids Started

May 1, 2002

Mutual funds and brokers are making it more difficult to put your grandchildren on the road to wealth with a modest initial investment and small regular additions. Fortunately, there still are ways to build a modest sum into a meaningful legacy. Suppose you open an investment account with $1,000, add $50 each month for 10 […]

estate planning

When You Need Solomon’s Wisdom for Estate Planning

April 1, 2002

Small items often cause the biggest Estate Planning problems. Any one with some experience handling estates knows the worst disputes among heirs often are over what seem like trivial items. In a large estate, heirs might aggressively contest the disposition of a few pieces of furniture or personal mementos. Those small, personal items are most […]

how-to-hand-down-the-house

Estate Planning to Hand Down the House

February 1, 2002

Your home is among the most valuable assets in your estate, perhaps the most valuable. That makes it a key part of your estate plan. The home also is among the most difficult assets to incorporate into your plan. You always need a place to live, so the home cannot be given away as easily […]

529 savings plans

An Alternative Estate Planning Strategy for Deducting College Expenses to Save Tax

December 1, 2001

The Holy Grail for many taxpayers is to deduct college expenses paid for a grandchild or a child. With a little planning, you can do just that using a strategy known as the college unitrust. It can make a lot of sense if you have a charitable intent to go along with the desire to […]

estate planning

Great Estate Planning Strategies for Year-End Giving

November 1, 2001

You don’t need cash to put a sizeable tax deduction on this year’s tax return. If you have some appreciated assets, you have a way to keep the taxman at bay. The best assets to use are your first or second home and securities, such as stocks or mutual funds. Pick the proper strategy and […]

how-to-make-the-most-of-the-new-ira-rules

How Adjust Your Estate Planning to Make the Most of the New IRA Rules

September 1, 2001

Note: These regulations were updated ago about a year after this article. Please see the article in the June 2002 Grandkid’s Watch for an update on the final regulations. Click here. An important decision faces many of you. Make it carefully and the odds are greatly reduced that between estate taxes and income taxes the […]

guide-to-helping-with-a-grandchilds-education

Guide to Helping with a Grandchild’s Education

September 1, 2001

College costs are escalating, even at public universities. USA Today recently described how the slowing economy is reducing donations to colleges and causing state governments to cut funding. The result is that tuition is climbing faster than ever – as much as 40% at some institutions. Students, parents, and grandparents need to maximize both their […]

the-advantages-of-student-loans

The Advantages of Student Loans

August 1, 2001

Borrowing to cover some or all of your family’s college costs could be the smartest wealth building strategy for many of you – and it recently became much more attractive. While it is comforting to pay the expenses from income or savings, that might not be the best way to continue building your family’s wealth. […]

Log In

Forgot Password

Search