Art as an Investment?

Estate Planning
California the state of California, a carefully prepared estate plan will allow you to achieve many goals. Ensure the financial security of your spouse; determine what should be left to the children and how their inheritance should be handled if they are young; dispose of the family business; minimize the effects of taxes on your estate; empower a reliable executor and trustee to invest and manage the assets of your estate. This section contains the basics of estate planning, covering diverse topics from living trusts to charitable gifts.

Basics

Estate Planning Can Protect Your Wealth from ObamaCare
Basics of Estate Planning
Checking Up On Your Estate Plan
Asset Transfer Checklist
Building an Estate Planning Team
Eight Key Questions
Essential Ingredients in Estate Planning
Not “One Size Fits All”
Getting Started

Choosing Your Executor and Trustee
Choosing Your Trustee
Hidden Costs of Estate Settlement
Trusts

IRS Makes It Difficult to Use “Separate Share” Trusts
The Bypass Trust: Using Disclaimers to Manage Large IRA Balances
The Language of Trusts
Myths About Trusts
Trusts for Children
Practical Benefits of Living Trusts
Effective Uses of Trusts
Selecting a Good Trustee
Qualified Personal Residence Trusts
Revocable Living Trust
Total Return Trust
Investment
Succession for Business Owners
Transfer Closely Held Business
Highly Appreciated Stocks
Choosing a Real Estate Investment Market
Insurance

The ABCs of Beneficiaries
Is Your Life Insurance Policy On Track?
Survivorship Life Insurance
Medicaid Estate Planning
Health Savings Accounts (HSAs)
Medicare for Senior Citizens
Keeping Health Insurance Premiums Low
Save on Car Insurance
Combat Identity Theft
Long Term Care Insurance
Family

Planning for Special Needs Children
Loss of a Spouse or Partner
Creating Clarity in Legacy Planning
When Not to Name Spouse Beneficiary
The Dual Income Family
Planning for Aging Parents
Raise Children to Be Entrepreneurs
Transfer Your Assets
Transfer Assets to Second Spouse
Transfer Family Home to Children
Generation-Skipping Transfer Tax
GRATs and GRUTs
When a Child Has Special Needs
Family Limited Partnerships
Durable Power of Attorney
Gifts

Deductions Available to Collectors at Charity Auctions
Ten Ways to Involve Your Children in Philanthropy
Integrate Retirement Planning With Charitable Giving
Stretching Your Charitable Dollars
Who Pays the Gift Tax?
Tax Tips for Year-End Donations to Charity
Estate Tax Repeal or Revision?
Gift Tax Valuation Update
Gift Tax Law: Guidelines
Fashioning a Charitable Gift
Tax-wise Gifts for Loved Ones
Valuing Your Valuables
Stretching Your Charitable Dollars
Retirement

Do You Have a Handle on Your Retirement Taxes?

Simplifying Retirement
How Much Will You Need to Retire?
Planning for a Long Retirement
Women and Retirement
Their Own Worst Enemies
Save for Retirement – Early is Better than Late
Roth IRA Changes – Conversions in 2010 and Beyond
Roth IRA Conversion Opportunities
Retirement Plan Penalties: Failing To Make the Required Minimum Distribution (RMD)
Your Retirement Plan Options
Taking Early Distributions from Retirement Plans
Individual Retirement Account Options Defined
Annuities in Qualified Retirement Plans
Social Security Retirement Benefits Taxed
Ten Things About Annuities
Tax Sheltered Annuity 403(b)
The Roth Way to Riches
Roth IRA Advantage
Strategies for Your IRA
Importance of Life Insurance
Rules for Retirement Plan Rollovers
5 Steps to Building Significant Wealth
Retirement Income – Will You Have Enough?
Financial Calendar For Retirement
Steps to Prepare for Retirement
Planning for Retirement
Retiring Abroad
IRA Distributions for Surviving Spouses
IRAs for your Children
Wills

Will or Trust?

Language of Wills
Revisiting Your Will
Where to Keep Your Will
Will Contests
Values-based Estate Planning
Other

Which States Hurt You The Most When You Die?

Estate Tax Confusion Continues as of 2/13/10
Will HIPAA Sabotage Your Plan
Decedents: Income Tax Filing
Relocating? Revisit Your Plan
Updating Your Estate Plan
IRS Circular 230 Disclosure:To ensure compliance with requirements imposed by the IRS, we inform you that anyU.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.

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