Estate: Signed, Sealed, Delivered - It's Theirs Posted By : Jeffery Voudrie
My last few articles have focused on various end-of-life issues that were made very real to me due my mother-in-law's recent death. In this article, we'll discuss the simple steps you can take that...
View ArticleEstate: Don't Leave Loved Ones In A Lurch Posted By : Jeffery Voudrie
Nothing brings home the importance of having our affairs in order than seeing the effects firsthand in your own family. My mother-in-law's recent death means my family is dealing with the realities of...
View ArticleEstate: When Friends And Family WANT Your Money Posted By : Jeffery Voudrie
Few situations have a greater potential for problems as when dealing with money and relatives. If you've ever had a child ask you for a loan or a distant relative request money to start a business,...
View ArticleEstate: Surviving Your Estate Posted By : Jeffery Voudrie
Recently I shared the heart-wrenching story of a young soldier who had to deal with the unexpected death of his mother. She didn't have her affairs in order and now her son has the extremely difficult...
View ArticleEstate: She Came Out Of Nowhere Posted By : Jeffery Voudrie
"If you'd hit her in the passenger door, you probably would have killed her," the officer told me as I looked over the crumpled front of my mini-van. I was a bit shaken, but relieved. It could have...
View ArticleWhen Not to Name Your Spouse the Beneficiary of Your IRA Posted By : Robert...
Have you blindly named your spouse as the beneficiary of your IRA? Is this your best choice? Depending on your situation and objectives, other beneficiary elections may be better. Here are three...
View ArticleHow a Charitable Remainder Trust Avoids Capital Gains Posted By : Robert D....
Do you own a highly appreciated asset that produces little or no income? Are you selling your business? Are you highly compensated and looking to shelter more of your income? Put the charitable...
View ArticleDoing Well by Doing Good: Philanthropy at the Heart of Estate Planning Posted...
Do you know that under the current tax law, once a person's Gross Estate exceeds the Unified Credit Amount, the Federal Government will tax the excess at a rate up to 46 per cent? Learn how...
View ArticleEstate: How to Lower the Price of Gas Posted By : Jeffery Voudrie
Gas prices seem near all-time highs and the summer driving season hasn't even started yet! A recent email presented a simple solution that will force gas prices back to the $1.25 a gallon range. Read...
View ArticleEstate: Readers Question: A Trust for Grandchildren Posted By : Jeffery Voudrie
Imagine what it would be like if each one of your grandchildren earned a scholarship to pay their college costs. Wouldn't that be great? In a sense they can. Not only that, they could receive grants to...
View ArticleDon't Fail to Plan for the Inevitable Posted By : Steve Allen
The American Bar Association says that 19 percent of Americans do not have a will. Steven Allen, an estate planning expert, says this can cause families more grief and heartache after a loved one dies.
View ArticleEstate Planning - Some Simple Advice Posted By : Steve Allen
Most Americans do not know how their assets will be divided once they die. Arizona attorney Steve Allen, known as the "estate planning doctor," has started a website to explain the complicated subjects...
View ArticleTune Up Your Finances Posted By : Jeffery Voudrie
With the beginning of a new year, it seems everywhere you turn you hear something about self-improvement. There are plans for weight loss, exercise regimens, quitting smoking, going green and more....
View ArticleSet Up A Living Trust To For The Sake Of Your Descendants Posted By : Poly...
Living trusts are usually set up so that any assets may be passed to inheritors or beneficiaries without necessarily going the probate way. Many people have experienced cases where, when owners of...
View ArticleA House Divided Posted By : Jeffery Voudrie
One of the biggest issues seniors face as they get older is how to preserve an inheritance for their children. Their biggest fear is spending all of that money on assisted living and/or nursing home...
View ArticleEstate Administration In Canada Posted By : Austin Mark
When an individual dies, the assets owned by him must be located and protected. These assets are called as the deceaseds estate. The debts of the deceased must be paid out of the estate assets. After...
View ArticleAsset Protection - Retain Your Wealth Posted By : Charles Benninghoff
Asset Protection is everyone's desire, but adults share a characteristic - that they may be sued at anytime, for any reason, whether founded or not. Civil actions range from the serious to the...
View ArticlePlanning Strategies for IRA Beneficiaries Posted By : John Smi
Here's an estate-planning technique that allows you to lower the tax sting to your heirs, and that reduces your retirement income in case you don't think you will need all of your Individual Retirement...
View ArticleCreating Income From Charitable Gifts Posted By : Ray Buckner
Many charities will give you annuity payments if you make a donation. Your rewards from charitable giving need not be limited to a good feeling and a tax deduction. You can get cash back, too. Many...
View ArticleInheritance Tax and Estate Planning Posted By : Kathryn Dawson
Now is as good a time as any to get your estate in order, particularly if you have a family to take care of. Everyone should have a basic financial plan in place. To do nothing about inheritance tax...
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