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

Estate Planning - In This Issue:

  • Durable Powers of Attorney
  • Irrevocable Trusts
  • Frist Intends to Resubmit "Trifecta" Bill
  • Phased Approach to Financing Retirement

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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 Planning - In This Issue

  • 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

Estate Planning - In This Issue:

  • Older Women Need an Estate Plan
  • Trust or Will?
  • Bid for Permanent Estate Tax Repeal Fails

Estate Planning - In This Issue:

  • 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?

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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?

Estate Planning - In This Issue:

  • Protecting Disabled Loved Ones
  • Consumer Reports Evaluates Financial Advice
  • Family General Partnership Doesn't Make the Grade

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • Dilemma of Digital Data in Estate Planning
  • Pros and Cons of Incentive Trusts
  • Tax Implications of President Bush's Budget

Estate Planning - In This Issue:

  • 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?

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • Social Security Reform Put on Back  Burner until Fall
  • Appeals Court Decision Puts FLPs in Question
  • "Basic Parameters" Agreed upon for Estate Tax Compromise

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • Dividend Trust Remains Exempt from GST Tax
  • Schiavo Case Puts Advance Medical Directives in Spotlight
  • Many Seniors Choose Work After Retirement

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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"

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • Keep Your Home in the Family with a QPRT
  • Judge Extends Schiavo Feeding Tube Order
  • Be Careful When Applying for Offers In Compromise

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • Discounts Denied for Sloppy FLPs
  • What Are Crummey Powers
  • The HIPPA-Proof Power of Attorney

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • 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

Estate Planning - In This Issue:

  • IRA Q&A: Extending the 60-Day Rollover Period
  • IRS: Promissory Notes Not Qualified Family-Owned Business Interests
  • Retiring in the Red

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