Stretch IRA – How Your IRA Can Survive Several Generations
...should also designate a certain percentage of you IRA assets to each of your beneficiaries. By doing this, each beneficiary can then choose to have their share distributed over their...
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Asset Protection
...uncertainty as to when asset protection planning can be implemented (and the extent to which it can be implemented, if at all) when a client has a pending or expected...
Review Your Guardian Nominations Periodically
...As time passes, circumstances and people change. People you choose early in your childrens’ lives may not be the ones you would choose for teenagers. Maybe you named your parent...
Why should I go to the trouble of planning my estate and writing a will?
...to your property—who, what, when, and how. It enables you to coordinate gifts in your lifetime with bequests in your will or trust. You can apportion property among your family...
Estate Tax Revisit
...with three children and seven grandchildren could transfer $260,000 per year out of their estate with no gift tax consequences. Further gifting to utilize the gift tax exemption amount of...
Taking Advantage of Low Interest Rates
...2009 is 2.4%. The current environment of low interest rates presents unique opportunities for clients to make gift and estate tax-free transfers to children, grandchildren and charities. Grantor Retained Annuity...
Letter to Your Spouse
...instructions. Follow this with a written confirmation. After the accounts are transferred to your control, you can act as you wish. Life insurance. My life insurance policies are in my...
Estate Planning When a Spouse is Confronting Health Issues (Estate Planning for the Healthy Spouse)
...of a Medicaid plan. Of course, when changing the Last Will and Testament of the community spouse, the attorney must consider the impact that such a change would have on...
2009 Tax Update
...are helpful when deciding how detailed your records need to be. Record Keeping for individuals http://www.irs.gov/pub/irs-pdf/p552.pdf Starting a business and keeping records http://www.irs.gov/pub/irs-pdf/p583.pdf Travel, Entertainment, Gift, and Car Expenses http://www.irs.gov/pub/irs-pdf/p463.pdf...
Estate Planning and Life Insurance Trusts
...during his or her lifetime. Your spouse is given certain beneficial interests in the trust, such as entitlement to income, limited invasion rights, and eligibility to receive principal. On the...
How to Stretch Your IRA Into a Family Fortune
...Surprise: The life expectancies that govern mandatory IRA distributions as given in IRS tables are not actual life expectancies. The IRS life expectancies are much longer than actual average life...
Stretch your IRA
...up to the end of the year following the death of the primary owner. Allow the normal life expectancy that would apply at the time of death to be taken...