Found 4 Articles.
In last week’s edition of Retirement Watch Weekly, we re-examined some factors and tools of estate planning that were altered by the new estate tax regime. Today, we’ll complete the list… […]
Because of the still relatively new estate tax regime, some factors and tools of estate planning need to be looked at differently than before. Here’s the first area we’ll review… Life insurance. Traditionally the main reason to buy permanent life insurance was to help pay for estate taxes. The number of people with that need […]
After the 2001 tax law began a phaseout of the estate tax, many people concluded there was no longer a reason for life insurance and insurance trusts to be considered as part of an estate plan. Yet, there always were reasons to consider life insurance in plans, and there might be new reasons in the […]
There’s a big down-side to the boom in stocks and other financial assets. When the value of the assets you own goes up, so do potential estate and gift taxes. If you don’t take action, the IRS could end up with more of your estate than your loved ones. One easy way to handle the […]