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WELCOME to the Smith & Grant bi-monthly newsletter Insight on Estate Planning. You can read any of our newsletters by clicking on the "Table of Contents" link for each newsletter. You can subscribe to our newsletter by clicking here and emailing us your name and address.
TABLE OF CONTENTS
- The Roth IRA: A powerful estate planning tool
- Splitting the insurance bill
- Family split-dollar arrangements can reduce gift taxes
- I'll take a pass
- Use a qualified disclaimer to forgo an interest in property
- Estate Planning Pitfall
- You haven't looked at your estate plan in light of estate tax law uncertainty
TABLE OF CONTENTS
- Do you know the impact of the 2010 estate tax repeal on your estate plan?
- Teach your children well
- Education is the key to an estate plan that leaves your desired legacy
- The installment sale: A viable option for transferring appreciating assets
- Estate Planning Pitfall
- You haven't provided for the removal of a trustee
TABLE OF CONTENTS
- Finding stability amid uncertain estate tax law
- Defined-value gifts can limit tax exposure
- Should you move your trust?
- Family matters
- Dealing with incapacity guardianship/conservatorship issues and your elderly parents
- Estate Planning Pitfall
- You haven't recently reviewed your retirement plan beneficiary designations
TABLE OF CONTENTS
- Fraudulent transfer laws
- Don't let creditors undo your estate plan
- 2 rules make planning complicated if you already own life insurance
- Finding your comfort zone
- Manage risk to preserve and grow wealth for future generations
- Estate Planning Pitfall
- You don't have a succession plan for your business
TABLE OF CONTENTS
- Giving: A timeless estate planning strategy
- Life's changes beget plan revisions
- Disinheriting a child is a difficult, but sometimes necessary, decision
- Will health care reform breathe new life into HSAs?
- Estate Planning Pitfall
- You're planning to name a family member as executor of your estate
TABLE OF CONTENTS
- Social Security: When's the right time to start?
- The next steps ...
- Putting to rest your deceased loved one's affairs
- How much is your life worth?
- Conduct a "valuation" before buying life insurance
- Estate Planning Pitfall
- You haven't considered IRS rules when making a family loan
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