August 2007 Posts

  • Records and Documents Required by Survivors

    Earlier this week a couple of clients contacted me asking if I had a form called and "Essential Document Locator." ...
  • Retirement Accounts and Income Taxes vs. Estate Taxes

    This posting provides a brief explanation of the advantages and disadvantages of funding a Family Trust (aka Bypass or Credit-Shelter Trust, or Trust B) with an IRA or other retirement accounts. ...
  • Make Sure Your “Estate Planner” is Trustworthy

    I’m still in catch up mode from being out a week in early August, which is the reason for my paltry postings of late, but this article on the Chicago Tribunewebsite caught my eye....
  • NC’s 529 College Savings Plan Recommended

    Money magazine, in a August 2007 article on College Savings Plans, recommended North Carolina’s 529 Plan as a good choice for NC residents. NC’s plan features:...
  • Give Farmers a Break on the Estate Tax?

    Having just ridden a motorcycle through the endless farms of Iowa on my way to and from Sturgis, South Dakota, this news item caught my attention. ...