Month: August 2007
Posted on August 31, 2007
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.” I saw…
Categories
Category: Probate
Posted on August 29, 2007
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…
Categories
Category: IRAs
Posted on August 9, 2007
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…
Categories
Category: Financial Planning
Posted on
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:…
Categories
Category: Financial Planning
Posted on August 8, 2007
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…
Categories
Category: Estate Tax
