How to make headlines the hard way, part I

Duff, Richard W.
April 1997
Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p36
Academic Journal
Part I. Discusses the errors that occur in estate planning in the United States. Includes the timing of wealth preservation; Overemphasis on revocable living trusts; Failure to complete life insurance planning; Mistaken individual retirement account and qualified plan account beneficiaries; Improper use of credit shelter trust; Lack of generation-skipping plan.


Related Articles

  • "LOW-TECH" ESTATE PLANNING TOOLS FOR NONTAXABLE ESTATES. Rogers, Michael F. // Journal of Financial Service Professionals;Jul2002, Vol. 56 Issue 4, p17 

    The author of this article discusses the renewed interest given to two estate planning strategies, the retained-interest/life estate and the jointly titled property. Under Section 2036 of the U.S. Internal Revenue Code when a person makes a gift of an asset during his or her lifetime and retains...

  • What goes down must come up. Selznick, David R. // Westchester County Business Journal;10/13/2008, Vol. 47 Issue 41, p33 

    The article discusses issues related to estate planning in the business industry in Westchester County, New York. It cites that when interest rates are low, it is a sure bet that they will rise again. It examines several wealth-transfer strategies that lock in such low rates and which allow...

  • slow and steady wins the race. Hensley, Peter // Investigate;Jan2005, Vol. 5 Issue 49, p86 

    Presents an article about the benefits from investment planning. Management of personal finance; Advice on investment and estate planning; Need to consider the factors that influence the aging of the population.

  • Involving Your Significant Other in Estate Planning. Blackman, Irving L. // Products Finishing;Feb2009, Vol. 73 Issue 5, p51 

    The author discusses how a couple worked together to leave their business to their children. Accordingly, the author presented some pointers on how to avoid the estate tax on a couple's net worth, and how to transfer their business to their kids without paying higher taxes. He also advised on...

  • Four Tips For A Better Will. Ritchie, Colin S. // Canadian MoneySaver;May2015, p13 

    The article offers the author's view regarding estate planning which is the process of anticipating, and arranging for the disposal of an estate during a person's life. He menttions that estate planning attempts to eliminate uncertainties over the discrimination of a probate, and maximize the...

  • Preserve Wealth. Haggin, Leslie // Money;Apr2000, Vol. 29 Issue 4, p97 

    Offers advice on how to shield personal assets from estate taxes. How to determine whether an estate will outstrip the exemption; The benefits of making tax-free gifts immediately; How to double the tax break if a couple's combined assets exceed the estate-tax exemption; How to make life...

  • CHAPTER 2: Estate-Planning Basics. Ashar, Linda C. // Your Virginia Wills, Trusts & Estates Explained Simply: Importan;2011, p29 

    The article focuses on the basics of estate planning . It presents some myths people believe in estate planning related to death and taxes. It states that estate is everything one owns and entire net worth and mentions about various estate-planning professionals including lawyer, certified...

  • CHAPTER 9: Setting Priorities. Ashar, Linda C. // Your Virginia Wills, Trusts & Estates Explained Simply: Importan;2011, p159 

    The article focuses on the important of setting priorities in estate planning. It states that essential part of this process is considering the people who are important to one doing estate planning. It further discusses implications for estate planning, priorities towards family and identifying...

  • How to Avoid the 'Death Tax' Morrissey, Janet // Fortune;6/8/2009, Vol. 159 Issue 12, p41 

    The article reports on personal financial strategies for estate planning which can allow people to minimize their estate taxes. The article discusses laws and legislation in the U.S. regarding estates. Some of the financial planning tools discussed include wills, trusts, gifts of money, and life...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics