Worst-case scenario

Beck, Bill
August 1999
Indiana Business Magazine;Aug99, Vol. 43 Issue 8, p10
Discusses the importance of estate planning for people in their 30s and 40s. Existing federal laws in the United States concerning inheritance taxes; Value of estate planning for younger people; Warning about complications associated with retirement accounts and life insurance for estate planning; Key concepts to consider.


Related Articles

  • How to Avoid the 'Death Tax' Morrissey, Janet // Fortune International (Europe);6/8/2009, Vol. 159 Issue 11, p25 

    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...

  • Market To Estate Planning Prospects Now. SUDZIUS, LINAS // National Underwriter / Life & Health Financial Services;8/11/2008, Vol. 112 Issue 30, p14 

    The article focuses on the uncertainty of federal estate taxes in the U.S. It states that because of the taxes' uncertainty, many advisors have restricted their marketing efforts on estate planning prospects. It notes that a $2 million estate tax exemption is planned to increase in 2009 and much...

  • Darling, It'll All Be Yours--Soon. Samuelson, Robert J. // Newsweek;4/3/2000, Vol. 135 Issue 14, p66 

    Reports on the increase in wealth being left behind to members of the Baby Boom generation. People who want a part of the inheritance, including children, charities, relatives and the government; Fear of some people that they will run out of money before they die; New focus on federal estate...

  • Life assurance in estate duty planning. Highton, Douglas // Accountancy;Jun73, Vol. 83 Issue 958, p38 

    The article discusses the concept on how to arrange life policies in estate duty planning in Great Britain. The discussion includes the main principles governing the estate duty planning, the practical consideration needed when arranging life assurance policies as part of an estate duty planning...

  • Drafting Estate-Planning Documents After EGTRRA. Feigenbaum, Richard A. // Advisor Today;Feb2002, Vol. 97 Issue 2, p42 

    Discusses approaches to drafting of estate planning documents in the United States since the passing of The Economic Growth and Tax Relief Reconciliation Act of 2001. Disclaimer approach; Traditional funding with a cap.

  • 2001 Tax Act Changes Require Taxpayers to Review Their Estate Plans. Bunn, Radie G.; Whittenburg, G. E. // National Public Accountant;Dec2001/Jan2002, Vol. 46 Issue 10, p27 

    Focuses on the Economic Growth and Tax Relief Reconciliation Act of 2001 that includes a repeal of the federal estate and generation skipping transfer taxes in the United States by 2010. Reduced rates and exemption increases for estates; Impact of the changes in the estate and gift tax rules on...

  • Keeping Up With the Estate Tax Law Changes. Zall, Milton // Air Conditioning Heating & Refrigeration News;6/25/2001, Vol. 213 Issue 8, p1 

    Asserts that the 2001 Economic Growth and Tax Relief Reconciliation Act may not change the estate tax law of the United States. Repeal of the tax in 2010; Revival in 2011; Estate tax exclusion and rate; Provisions on gift tax and capital gains; Importance of estate planning.

  • "Unconstitutional Perpetual Trusts,". Berry, Turney P. // Trusts & Estates;Mar2015, Vol. 154 Issue 3, p39 

    A review of the article "Unconstitutional Perpetual Trusts" by Turney P. Berry and Steven J. Horowitz, which appeared in the 2014 issue of the journal, is presented.

  • The state tax: Is it here to stay? Clark, Celia R.; Mandell, David B. // Westchester County Business Journal;10/09/2000, Vol. 39 Issue 41, p20 

    Discusses the United States estate tax law covering business succession and estate planning. Assessed rates for estate taxes; Differing positions of presidential candidates George W. Bush and Al Gore on the estate tax issue; Benefits of the proposed legislation on farmers and small businesses.


Read the Article


Sign out of this library

Other Topics