Working in Tandem

January 2003
Advisor Today;Jan2003, Vol. 98 Issue 1, p34
Trade Publication
Presents viewpoints concerning estate planning in the U.S. Availability of cash accumulations on tax advantage basis; Emphasis on the continuing need of estate planning; Estimation of the value of networking through professional associations. INSETS: WORKING IN TANDEM;LISTENING AT THE KEYHOLE.


Related Articles

  • Council helps with planning. Hoekman, David // Grand Rapids Business Journal;02/22/99, Vol. 17 Issue 8, pB1 

    Focuses on the Western Michigan Estate Planning Council (WMEPC) a kind of trade association for those involved in estate planning. Members and associate members of WMEPC; WMEPC's quarterly meetings intended as a continuing education element; Sessions directed at estate-planning professionals.

  • Financial planning for professionals. Stevens, Michael G. // Accounting Technology;Aug98, Vol. 14 Issue 7, pS3 

    Focuses on the termination of income. Issues concerning professionals who have life insurance through professional associations; Details on financial planning focusing on asset protection issues; Other estate planning issues for professionals. INSET: Doctors worrying more about their financial...

  • Future planning. Smith, George; Robinson, Grant // CA Magazine;Mar1997, Vol. 130 Issue 2, p37 

    Presents a guideline that provides effective estate planning to owner-manager clients. Professional advisers; Succession plan memorandum; Organization chart; Wills/trusts/powers of attorney/shareholders' agreement; Statement of net worth; Estate planning template; Insurance information; List of...

  • Avoiding estate planning malpractice. Oliver, Joseph R.; Granstaff, Charles A. // CPA Journal;June97, Vol. 67 Issue 6, p32 

    Presents ten of the most common trouble spots in the practice of estate planning by certified public accountants (CPAs) and how to effectively deal with them. Relying solely on unlimited marital deduction; Allowing surviving spouse unlimited access to trust; Noncoordination of probate and...

  • Planning the director's estate. Phillips, David T. // Corporate Board;Jul/Aug92, Vol. 13 Issue 75, p9 

    No abstract available.

  • Tips on investing. Wiesel, Henry; Sciannamea, Mike // Electronic Design;9/18/95, Vol. 43 Issue 19, p64FF 

    Presents a number of strategic planning steps inorder to minimize or even eliminate estate settlement costs and ensure that one's assets are distributed according to one's wishes.

  • Estate planning with limited liability companies. Solomon, Michael L.; Schutter, Mark E. // Ohio CPA Journal;Jun94, Vol. 53 Issue 3, p50 

    Discusses the estate tax planning advantages of a limited liability corporation (LLC) over corporations or partnerships.

  • How to transfer wealth and maintain control of your assets. Stengel, Stuart S. // Westchester County Business Journal;11/21/94, Vol. 33 Issue 47, p45 

    Discusses ways to transfer personal assets without losing control of wealth through Family Limited Partnerships. Effective estate planning vehicle; Relevant rules and policies; Advantages and disadvantages.

  • Family ties: How to protect your estate.  // Women in Business;Jul/Aug96, Vol. 48 Issue 4, p38 

    Outlines advantages of estate planning. Includes selection of asset recipient; Determination of how beneficiaries will receive their inheritance; Minimizing estate settlement costs.


Read the Article


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

Try another library?
Sign out of this library

Other Topics