Where Not To Die

Forbes.com has an article on where not to die. Sixteen states and the District of Columbia (shaded in red) impose their own estate taxes. The dollar amount exempted from tax...

THE ABCs OF STRETCH IRAs

...know something of the rules and regulations governing stretch IRAs, look for an advisor with an advanced education in IRA planning. Citations. 1 investmentnews.com/apps/pbcs.dll/article?AID=/20080501/REG/74256949/1031/RETIREMENT 2 kiplinger.com/retirementreport/features/archives/2006/06/Cover_Jun2006_03_01.html 3 irs.gov/pub/irs-pdf/p590.pdf 4 moneycentral.msn.com/content/Taxes/Taxshelters/P33760....

Supplemental Needs Trusts

...third-party trust does not need to include a D-4 “payback” provision reimbursing the State for the medical assistance of the beneficiary upon the beneficiary’s death. References http://www.seniorlaw.com/snt.htm http://www.nsnn.com/frequently.htm http://www.elderlawanswers.com/elder_info/elder_article.asp?id=2742#6 http://www.wid.org/programs/access-to-assets/fact-sheets/special-needs-or-supplemental-needs-trusts...