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

Estate Planning

Trained as a lawyer and CPA, Bob Carlson shares his original estate planning research on the pages of Retirement Watch.

Found 292 Articles.
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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 […]

low-cost-ways-to-help-grandchildren

Simple, Low-Cost Estate Planning Strategies To Help Grandchildren

January 1, 2002

You don’t need to be the country’s remaining high technology multi-millionaire to help your grandchildren. You don’t even need to be rich. There are many simple, low-cost ways to help, and they are tax-free. With many of these strategies, you get to see the benefits now instead of imaging how the wealth will be used […]

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 […]

dynasty-trusts

The New Era Of Dynasty Trusts For Estate Planning

December 1, 2001

Dynasty trusts are making a big comeback under the 2001 tax law. Before the estate tax was enacted many years ago, dynasty trusts were the standard way to ensure family wealth was preserved and grew through several generations. Now, with the estate tax being phased out more families can emphasize the non-tax goals of estate […]

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new-value-in-qtip-trusts

New Estate Planning Value In QTIP Trusts

November 1, 2001

The venerable qtip trust is an even more valuable estate planning tool for married couples after the 2001 tax law.  Traditionally, the QTIP could save heirs a bundle of money while ensuring that wealth is distributed as you intended. But the trust can give your estate plan additional flexibility that is a key to dealing […]

how-to-find-the-best-529-savings-plan-for-you

How to Find the Best 529 Savings Plan for Your Estate Planning

November 1, 2001

Section 529 college savings plans are the best way for most people to save and pay for the education of a child or grandchild. But which plan should you use? The number of plans available has exploded. Most states (34) allow residents of any state to invest in their plans, and they allow distributions 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-the-2001-tax-law-affects-your-will

How the 2001 Tax Law Affects Your Will

October 1, 2001

Your will and estate plan need to be reviewed. If you’ve procrastinated about a plan, this is the time to get started. But even if you have been meticulous, the 2001 tax law requires at least a review and probably significant changes. The common feature all estate plans will need for the next 10 years […]

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