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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estate planning

Estate Planning For Singles

May 1, 1999

Not everyone who puts together an estate plan is married. In fact, more and more estates are those of single people. A single person has Estate Planning considerations different from those of a married couple and actually might require more planning. Because the unique planning concerns of singles rarely are discussed, singles often make key […]

estate planning

Estate Planning to Provide for the Grandchildren

May 1, 1999

Providing for the grandchildren is one of the top concerns of today’s grandparents, according to surveys. That spurs ideas for setting aside money for grandchildren to use in the future. Let’s take a look at one not-so-good idea and two good ones. One heavily promoted idea is a trust for a grandchild’s retirement. You contribute […]

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Three Estate Planning Strategies To Build a Legacy with Roth IRA

April 1, 1999

You can leave your heirs the gift of almost perpetual tax free growth. That’s not a small gift, and it is one your heirs are likely to appreciate as each year passes. It is easy to do, thanks to Congress, and it won’t cost you much. The vehicle you use to set up this tax-free […]

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How to Build a Better, Cheaper Life Insurance Trust for Estate Planning

March 1, 1999

You’ve probably seen the promotions for those tax-free “investments” that give a 10 to 1 return on your money. When you get past the initial pitch, you find that the investment is a life insurance policy that pays off for your heirs, not you. As part of the promotions, you’ll learn that the best way […]

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estate planning

Essential Estate Planning Strategies for Married Couples

March 1, 1999

Estate planning doesn’t have to be a complicated ordeal full of words and concepts that only lawyers understand. For most married couples, there are two tools that are part of almost every estate plan and three trusts from which to choose one or more. They are the foundation of every estate plan. There are other […]

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Estate Planning An Installment Plan For Building A Legacy

January 1, 1999

Most of you would like to set up a nice legacy for your grandchildren. You want a nice sum of money to be available when a grandchild really needs it – for college education, a first car, a first house, or even to start a retirement fund. But since you can’t afford to put a […]

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 […]

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