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Articles in Estate Planning

If the only two certainties in life are death and taxes, then estate planning should be a high priority for every family.
3 votes

Use Pods to Reduce Your Probate Expenses

by Curt Sheldon, CFP®, EA, AIF® Level 20
It's interesting. It is always the right time to do estate planning, but we never get around to doing it. But, it is especially important to think about estate planning when you go through a life transition, such as ...(more)
Comment   |  Apr 21, 2013 from Alexandria, VA
2 votes

A Professional Executor Or A Family Member? The Success Of Your Estate Plan Is At Stake

by Steven L. Dick Level 17
No matter how carefully you design your estate plan, a key element relating to its proper implementation is your choice of executor. That often involves evaluating whether you have a family member capable of fulfilling ...(more)
Comment   |  Mar 01, 2013 from Greeneville, TN
25 votes

When to Revisit Estate Planning

by Kimberly L. Curtis, CFP®, ChFC, CLU, ... Level 20
Estate planning documents are often created and then left untouched until they are needed for a life event.  Imagine this:  since you implemented your estate plan seven years ago, you got divorced and remarried, sold ...(more)
Comment   |  Nov 21, 2012 from Denver, CO
2 votes

Estate Planning

by Lynn M. Vance, CFP® Level 11
You already have an estate plan... even if you have not taken a single step to prepare one! If you do nothing, the state will distribute your money when you die according to their procedures, not your wishes.Many people ...(more)
Comment   |  Oct 03, 2012 from Troy, MI
4 votes

Considerations When Choosing Your Executor

by Helen Barbre Stephens CFP®, EA Level 20
Designating an executor is equally important as creating a will; therefore, you must exercise just as much careful thought when selecting the individual who will serve in this capacity.  ...(more)
Comment   |  Sep 26, 2012 from Fort Worth, TX
6 votes

Asset Protection Through Self Settled Trusts

by Taylor Robert Schulte Level 14
Asset protection is a set of legal techniques and a body of statutory and common law dealing with protecting assets of individuals and business entities from civil money judgments. The goal of asset protection planning ...(more)
Comment   |  Sep 26, 2012 from San Diego, CA
6 votes

Should I Use a Trust as a Beneficiary for my IRA?

by Melissa Levin, CFP®, CFS Level 17
Orange County, Financial Planner, CA - 9/5/12 - When was the last time you reviewed who the beneficiaries were on your accounts:  retirement plans, life insurance, annuities, 529 plans, etc?   It is very important that ...(more)
Comment   |  Sep 05, 2012 from Cowan Heights, CA
0 votes

Estate Planning Tune Up

by Helen Barbre Stephens CFP®, EA Level 20
Estate planning is for everyone, regardless your asset level because unexpected situations can happen at any age.  Done properly, it can save your family money, time and hardship.  Here are a few friendly suggestions to ...(more)
Comment   |  Aug 27, 2012 from Fort Worth, TX
8 votes

You Need a December 2012 Contingency Plan...Now!

by Walter L. Sheffield III, JD, CFP® Level 16
Anyone who thinks about taxes at all should be thinking about having contingency plans for December 2012.  Congress seems unlikely to change the January 1 "cliff" before the elections in November, and if Congress closes ...(more)
Comment   |  Aug 07, 2012 from Raleigh, NC
5 votes

S Corporations and LLCs-Trusts

by Walter L. Sheffield III, JD, CFP® Level 16
Transferring ownership in an S Corporation or a Limited Liability Company (LLC) to a Revocable Living Trust (RLT) can have many advantages for a business owner, even though an RLT is not the kind of high-end, ...(more)
Comment   |  Aug 07, 2012 from Raleigh, NC
6 votes

Real Estate in Other States and Countries-Trusts

by Walter L. Sheffield III, JD, CFP® Level 16
If your residence is North Carolina, and if you own real estate in another state or country, you should give serious consideration to creating a Revocable Living Trust (RLT) and transferring the title to that real ...(more)
Comment   |  Aug 07, 2012 from Raleigh, NC
4 votes

Go Ahead and Transfer Assets to your Trust

by Walter L. Sheffield III, JD, CFP® Level 16
The issues discussed in this guide are the use of revocable living trusts (RLTS) in two situations: (1) When you own out-of-state or out-of-country assets, particularly real estate; and (2) when you own an interest in ...(more)
Comment   |  Aug 07, 2012 from Raleigh, NC
6 votes

Advanced Estate Planning

by Mark A. Trewitt, CLU, ChFC, AEP, CFP® Level 16
With January 2013 looming, change is about to happen - again - relative to the estate tax system in the united States.  A short video highlighting the changes slated for the end of 2012 and highlighting the window of ...(more)
Comment   |  Jul 26, 2012 from Plano, TX
5 votes

How Can I Control the Distribution of My Estate?

by Jesse G. Dogillo, Certified Financial... Level 13
There are a number of ways your estate can be distributed to your heirs after your death. Each allows a different degree of control over distribution, and each poses different challenges and opportunities. If you ...(more)
Comment   |  Jul 13, 2012 from San Jose, CA
0 votes

Finding a Trustworthy Trustee

by Richard S. Kahler, MS, CFP®, ChFC®, CCIM Level 20
Trusts are effective financial planning tools based on a structure that is simpler than it may seem. The creator of the trust contributes something of value into the trust and creates instructions as to how it will be ...(more)
Comment   |  May 14, 2012 from Rapid City, SD
2 votes

Talking with Kids About Values

by Richard S. Kahler, MS, CFP®, ChFC®, CCIM Level 20
  With my clients, I emphasize how important it is for parents and children to talk about the parents’ estate plans and the provisions of their wills. Actually having such a conversation can be difficult, whether you ...(more)
Comment   |  May 02, 2012 from Rapid City, SD
4 votes

Look at Money Scripts To Avoid Whitney Houston Estate Planning Mistakes

by Richard S. Kahler, MS, CFP®, ChFC®, CCIM Level 20
Since the death of singer Whitney Houston, I’ve seen several articles from attorneys and financial advisors about the errors in her estate planning. They have summarized three areas where it was badly flawed: 1. Lack ...(more)
Comment   |  Apr 30, 2012 from Rapid City, SD
2 votes

25 Questions to Ask When Drafting an Estate Plan

by Nicholas Olesen, CFP®, CPWA® Level 20
It’s great that you’ve started thinking about how best to transfer your wealth exactly how you would like.  Think of an estate plan like your retirement plan, it should be more than you just putting money into a 401(k) ...(more)
Comment   |  Mar 22, 2012 from King of Prussia, PA
2 votes

Federal Estate Tax - What May Be Coming in 2013?

by Ed Buccellato Level 11
The Economic Growth and Tax Relief Reconciliation Act of 2001 gradually increased the federal estate tax exemption, until finally repealing the federal estate tax altogether for the 2010 tax year only. The 2010 Tax ...(more)
Comment   |  Mar 08, 2012 from Woodland Hills, CA
2 votes

Planning Like King Tut

by Richard S. Kahler, MS, CFP®, ChFC®, CCIM Level 20
One of my clients, on a recent trip to San Francisco, visited the King Tut exhibit. She said it made her wonder whether the ancient Egyptians gave so much attention to the afterlife that they never got around to living ...(more)
Comment   |  Mar 08, 2012 from Rapid City, SD
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