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.
Get access to 897 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.


Don’t Spread Affluenza to Your Heirs

March 1, 2001

Many people who have accumulated some wealth are torn over the issue of how much to give or leave to their heirs. They prefer to leave a meaningful legacy and help their heirs be financially secure. But they also are afraid the wealth will hurt the recipients. The debilitating effects of wealth are real and […]


How to Preserve the Family Business

February 1, 2001

When owners think about preserving the family business for the next generation, they think about estate taxes. You can do a lot to continue the family firm through tax strategies such as annual gifts, family limited partnerships, dynasty trusts, and the like. But tax planning is at most only half the job. Half of all […]


How to Pay for a Grandchild’s Education

January 1, 2001

Perhaps the best use of any excess wealth you have is to pay for a grandchild’s education. There are many ways to do that, and I have covered them extensively in the past. In this visit I’d like to explore three of the better tax-advantaged strategies. You might be able to deduct at least a […]

Handling the Toughest Estate Problem

Handling The Toughest Estate Problem

January 1, 2001

The most difficult part of an estate plan can be the family home or a second home. Often the property is a large part of the estate’s value. It also cannot be divided among the heirs. They either sell the property or share it. But the emotions surrounding a family property probably are the biggest […]


In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. 


Best Ways to Help Grandchildren

December 1, 2000

One of the best tools you can use to help a child or grandchild is a Roth IRA. Created as retirement accounts, you can’t do better for estate planning and transferring wealth. You’ve probably heard the advantages of Roth IRAs. Earnings of the Roth IRA are not taxed, and neither you nor your beneficiary pays […]

estate planning

How To Multiply Gifts And Write Offs

December 1, 2000

You can get major tax benefits by making a charitable contribution now instead of through your will. And you can do that without crimping your standard of living. Even better, with a little creativity, you can leverage that tax deduction into a charitable contribution that far exceeds your cost. Here’s how it works. You have […]

Secrets of Effective Gift-Giving

Secrets Of Effective Gift-Giving

November 1, 2000

To paraphrase Archie Bunker, from a holiday episode of “All In The Family,” the gift-giving season is at our throats again. Gifts are a great estate planning tool, because they get property out of your estate and to your heirs ? and the gifts can avoid taxes. Let’s look at ways to ensure these gifts […]


Strategies to Protect Your Estate Plan

October 1, 2000

What’s the biggest problem with most estate plans? Often it is not taxes or cash flow. Many times the biggest problem is the trustee or executor that was appointed to carry out the estate plan. Trusts usually are a key part of the estate plan. How the trustee administers the trust determines the quality of […]

Log In

Forgot Password