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Estate Planning Letter
Estate Planning - In This Issue:
- Don't Waste Your Estate Tax Exemption
- Tax Credits
- IRA to Roth: to Convert or Not to Convert
- Emotional Aspects of Estate Planning
- Durable Powers of Attorney
- Irrevocable Trusts
- Frist Intends to Resubmit "Trifecta" Bill
- Phased Approach to Financing Retirement
- Estate Tax Measures Die Again in the Senate
- "Substantial Compliance" Attained, Even With Error in Form
- Considerations Related to Selecting a Guardian
- Appreciated Home Values Necessitate Careful Planning
- 10 Common Retirement Planning Mistakes
- Roth IRA May Be an Integral Part of Your Estate Plan
- No Tax Implications for Proposed Division of Trust
- Estate Tax Repeal Provision Will Not be Included in Pension Bill
- Estate Tax Compromise Plan Is Not Dead Yet
- Asset Protection Lessons from US v. Townley
- Planning for the Care of Your Disabled Child When You're Not Around
- Workers Prefer Not to be Involved in Retirement Plan Decisions
- Older Women Need an Estate Plan
- Trust or Will?
- Bid for Permanent Estate Tax Repeal Fails
- Corpus of Testamentary Trust Not Countable in Determining Medicaid Eligibility
- "I Don't Want That Alternative"
- Estate Plans - Shouldn't a Necessity be a Priority?
- Beware of Wolves in Sheep's Clothing
- Who Will Benefit from Estate Tax Repeal?
- Life Estate Interest and the DRA
- Toyota and Lexus Qualify for Tax Credit
- IRS Revokes Earlier Private Letter Ruling
- Retirement Satisfaction Isn't Just About $$$$
- Appeal of Estate Tax Repeal Is No Reason to Skip Estate Planning
- Miss the Tax Filing Deadline?
- Protecting Disabled Loved Ones
- Consumer Reports Evaluates Financial Advice
- Family General Partnership Doesn't Make the Grade
- State Supreme Court Reverses Circuit Court Regarding Validity of Holographic Will
- E-Filing Is a Hit
- Tax Court Disallows Reduction of GRAT Gift Due to Spousal Interest
- "Set It and Forget It" Retirement Investing
- Dilemma of Digital Data in Estate Planning
- Pros and Cons of Incentive Trusts
- Tax Implications of President Bush's Budget
- You Can't Have Your Cake and Eat It, Too
- Divorce Does Not Damage CRUT
- IRS Warns of Questionable Deductions for Donated Vehicles
- Want to Help Your Daughter but Safeguard Your Cash from Her Husband?
- Tax Court Disregards Experts' Testimony in "Difficult" Valuation Case
- Promise to Return Family Home to Trust after Mother's Death is Unenforceable
- IRS Revises GRAT/GRUT Regs to Comply with Walton
- Social Security Reform Put on Back Burner until Fall
- Appeals Court Decision Puts FLPs in Question
- "Basic Parameters" Agreed upon for Estate Tax Compromise
- Choosing the Best Assets to Leave Behind a Profitable Inheritance
- IRA Disclaimer Allowed Even After Required Minimum Distribution Payments
- "Safe Harbor" Revenue Procedure Could Invalidate Existing Charitable Trusts
- New Tax Rules for Donating Vehicles to Charity
- Full Value of Home Gifted to Children Included in Estate
- CRAT and CRUT Spousal Election Waiver Deadline Approaches
- Special Needs Trust Can't Protect Social Security Disability Income from Medicaid Co-Pay
- IRS Sends Wake-Up Call to Single-Insurer Insurance Arrangements
- One Step Closer to a Senate Vote on Estate Tax Repeal
- Full Value of Home Gifted to Children Included in Estate
- New Tax Rules for Donating Vehicles to Charity
- CRAT and CRUT Spousal Election Waiver Deadline Approaches
- Workers Over 50 Not Taking Advantage of Extra Retirement Contributions
- Proposed Tax Regulations on Transferring Partnership Interest for Services
- IRS Extends Deadline to Spend FSA Funds
- Trust's Clause Insufficient to Transmute Separate Property to Community Property
- House Passes Estate Tax Repeal; Fate Uncertain in Senate
- Understand Your Retirement Savings Options Before Changing Jobs
- IRS Permits Health Savings Accounts for Individuals with Ineligible Spouses
- Dividend Trust Remains Exempt from GST Tax
- Schiavo Case Puts Advance Medical Directives in Spotlight
- Many Seniors Choose Work After Retirement
- How Will You Pay for Long-Term Care Insurance
- Taxpayers E-filing in Record Numbers
- Federal Judge Voids Trust-Owned Life Insurance Policy
- Estate Planning Vital for Parents of Disabled Children
- Signing Over Property to Children Can Mean Trouble
- $2 Billion Tax Refund Deadline Almost Up
- Proposed Social Security Private Investment Accounts May Not Always Be Inheritable
- Bush Administration Plans to Close Medicaid Asset Transfer "Loopholes"
- Americans Underestimate Both Cost and Need for Long-Term Care
- Study Finds Many Wealthy Americans Lack Wills
- Non-Professional Caregiver Disqualified as Beneficiary of Elderly Woman's Will
- U.S. Health Care Spending Slows for First Time in Seven Years
- Major Federal Tax Overhaul Unlikely This Year
- Charitable Lead Trust: A Good Option for Dealing with Irresponsible Heirs
- Ex-Wife's Claim Against Living Trust Beneficiaries Is Time-Barred
- Assignement of IRAs, Annuities to Charity Not Taxable
- Changes Ahead for Social Security
- Same-Sex Couples Require Careful Estate Planning
- "Responsible Party" Signature on Admission Contract Does Not Compel Arbitration
- IRS Proposes Fast Track Settlement for Small Businesses
- Keep Your Home in the Family with a QPRT
- Judge Extends Schiavo Feeding Tube Order
- Be Careful When Applying for Offers In Compromise
- IRS Make It Easier to Get Extension of Time to Allocate GST Exemption
- PBGC on Course for Bankruptcy by 2020
- Financial Planning Company Must Pay Damages for Bad Estate Planning Advice
- 3rd Circuit Affirms Tax Court in Thompson: Full Value of FLP Underlying Assets Included in Estate
- IRS Issues Guidance on Predeceased Parent Exception for GST Tax Rules
- Tax Court Disregards Experts' Testimony in "Difficult" Valuation Case
- Promise to Return Family Home to Trust after Mother's Death is Unenforceable
- IRS Revises GRAT/GRUT Regs to Comply with Walton
- Discounts Denied for Sloppy FLPs
- What Are Crummey Powers
- The HIPPA-Proof Power of Attorney
- Tax Court Uses Post-Death Sale as Check Against Valuation
- The Reverese Mortgage Boom
- New Rules Would Allow Credit Unions to Operate HSAs
- IRS Waives 60-Day IRA Rollover Requirement for Hurricanes and Toxic Mold
- IRS Applies Duty of Consistency Doctrine Between Spouse's Estates
- Inter Vivos Gifts Cancel Will's Charitable Bequest
- GLBA Privac Provisions Do Not Apply to Attorneys
- IRA Q&A: Extending the 60-Day Rollover Period
- IRS: Promissory Notes Not Qualified Family-Owned Business Interests
- Retiring in the Red
