Posts Tagged ‘estate planning’

Giving to Charitable Trusts

The special “qualified charitable distribution” provision ran out at the end of 2009.

small business owners are finding their retirment plans delayed, if not abandoned

Transfers/gifts, to children or other family members, of the business, could, years later, result in extended periods without any long-term care coverage of any kind.

What is a Charitable Remainder Trust?

The benefits of placing assets into a Charitable Remainder Trust

Special Needs Estate Planning

Whether paid directly to a disabled person, or into an ordinary trust, most gifts and inheritances and accident, workers compensation, divorce, and other litigation recoveries jeopardize government aid and even may have to repay prior benefits.

Stung by the market, advisers are abandoning variable life for more stable universal life products.

If you have a variable life insurance policy, you may want to read more about them.

Estate Tax – Issue Coming?

The tax on all estates of $1 million or more, could go as high as the 55 percent top rate.

Myths About Estate and Medicaid Planning

Here’s the Top Four Estate and Medicaid Planning Myths.

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