Unintended Consequences: When Good Estate Plans Cause Bad Problems
- All Should Plan but Facing Need Eludes too Many. // San Diego Business Journal;9/30/2013, Vol. 34 Issue 39, pS1
The article discusses the importance of business exit planning, be it estate or charitable, noting that the planners, mortgage and acquisition attorneys, certified public accountants, and business valuation planners have respective roles in making a thoughtful plan for such a business matter.
- Incentive Trusts Don't Provide The Best Motivation. HANDLER, DVID A.; LOTHES, ALISON E. // On Wall Street;Jun2009, Vol. 19 Issue 6, p80
The article argues that principle trust funds are better than incentive trust funds in motivating a beneficiary of the fund. According to the author, certain factors like disabilities or different capabilities may actually defeat the intended purpose of trust funds, which is to motivate the...
- "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...
- About this special issue. Roybal, Joe // BEEF;Spring2007 Cow-Calf Issue, Vol. 43, p3
The author discusses the overview of the special issue of the journal "Beef." According to the author the special issue is designed as just a starting point for the reader's family discussion on the estate-planning subject. He added that the journal aims to inform readers on the need for such...
- Passing it on. Roybal, Joe // BEEF;Spring2007 Cow-Calf Issue, Vol. 43, p4
The article offers information about estate planning for farmers and ranchers in the U.S. It was stated that the federal estate tax exemption for 2007 and 2008 is $2 million. Minimizing estate transfer taxes is often the main goal for farmer or ranchers with large operations. One aspect of...
- Engineering An Estate Plan For A House Divided. Hersch, Warren S. // National Underwriter / Life & Health Financial Services;3/12/2007, Vol. 111 Issue 10, p12
The article discusses the complexities of developing an estate plan for a family whose members are not related by birth but by a marriage between a step-parent and a biological parent in the U.S. It includes information on the challenging aspects of creating an estate plan that is satisfactory...
- Financial strategies: Why you should develop a plan. Fraley, Jeff L. // Fort Worth Business Press;6/13/2003, Vol. 16 Issue 24, p24
Describes a personal financial strategy process. Role of estate planning; Insurance analysis; Retirement and budget planning.
- How Trusts Work---A Primer. Platt, Harvey J. // Consumers' Research Magazine;Jul2003, Vol. 86 Issue 7, p22
Discusses trusts, a tool for estate planning. Key reason for creating a trust; Terms and requirements for establishing a trust; Examples of trust provisions; Income taxation of trusts.
- Conclusion. // Your Pennsylvania Wills, Trusts & Estates Explained Simply: Impo;2009, p219
The article provides inputs relating to estate planning. It notes that individuals have sufficient information to ask informed questions and start to narrow down such huge idea concept of estate planning into one's goals, wills, and trusts. It recommends individuals to treat themselves to a...