The Life to Plan for After a Death
- What Avoiding Probate Really Means: The Benefits Of Investing With A Canadian Insurer. Racanelli, Rino // Canadian MoneySaver;Jul/Aug2012, Vol. 31 Issue 9, p13
The article presents the author's insights on the administration of probate fees under the Estate Administration Tax Act in Ontario. He states that the shifting of probate fees' administration from Ontario Ministry of the Attorney General to the Minister of Revenue could result to prolong period...
- Estate and Inheritance Tax Updates and Trends at the State Level. Busch, Joel // Journal of State Taxation;Jul/Aug2013, Vol. 31 Issue 5, p35
The article offers information related to estate and inheritance tax in 2013. It cites the states which have their own inheritance tax for those living and having property in the state upon their death including Connecticut, Delaware, and Iowa. It notes that the estate tax of Connecticut applies...
- Untitled. Wickenden, Phil // Money Marketing;10/11/2012, p55
The article talks about the views by financial advisers on inheritance tax(IHT)/estate planning in Great Britain.
- Ask about thier limitations. // Michigan Farmer (0026-2153);Jan2014, Vol. 318 Issue 1, p70
The article offers the author's insights in asking questions about the capabilities and knowledge of potential financial planners such as about income taxes, estate planning, and inheritance taxes.
- Has the current estate tax climate ended the need for trusts? Schlossberg, David M. // Senior Market Advisor;Apr2012, Vol. 13 Issue 4, p70
The article discusses why trusts should continue to be on the financial planner's recommendation list. It cites the advantages a trust has over a will beyond the estate issue which includes inheritance protection and spendthrift control. It notes that a trust can avoid estate taxes and...
- Securing your family's future. Rinaldi, Ellen; Shin, Alisa M. // Journal of the American Dental Association (JADA);Aug2006, Vol. 137 Issue 8, p1139
The article discusses general estate planning considerations for dental practitioners. The estate planning consists of the minimization of federal estate taxes, estate planning techniques as well as planning for incapacity. Dentists should consult from a qualified attorney and a certified...
- Let the Tax Games Begin. Shenkman, Martin M. // Financial Planning;Feb2010, Vol. 40 Issue 2, p47
The article discusses how financial planners can prepare for possible changes in U.S. estate tax law in 2011. According to the author, general estate planning mandates that assets should be divided 50/50 between spouses. However, the repeal of the estate tax in 2010 heralded the emergence of a...
- Help your lawyer hit the nail on the head. Ferguson, Curt // Prairie Farmer;Jan2012, p62
The article presents the author's insights on helping the attorney to hit the goal of estate planning to reduce the overall cost of estate transfer and eliminate estate taxes.
- Gift Planning with Formula Clauses. Angkatavanich, N. Todd; Crane, Liam D.; Higgins, Stephen Putnoki // Probate & Property;Jan/Feb2014, Vol. 28 Issue 1, p53
The article discusses the challenges involved in transfer of assets during life from one generation to the other when it comes to estate planning. Topics discussed include need for estate planners to use valuation clauses mentioned in transfer documents to minimize the risk of transfer-tax,...