Articles in this category

Parent Category:Law
This Category:Estate Planning

Sub Categories: -

Latest Articles

  1. Facts About Home Equity Line Of Credit Everyone Should Know

    by Humza Iqbal - 2007-05-21
    Home Equity Lines of Credit (HELOC) provide homeowners with a ready source funds for major planned and unplanned purchases. A HELOC works much like a credit card, providing a secured cash advance when...
  2. Single Member LLC- Charging Order, Creditor Claims, Pass-through

    by Rocco Beatrice - 2007-04-30
    Recently I've run across some significant issues with the single member LLC's with courts handing down noteworthy judgement decisions in favor of creditors using the theory of "fraudulent transfers" a...
  3. Fraudulent Conveyance, Civil Conspiracy, Uniform Fraudulent Transfer Act

    by Rocco Beatrice - 2007-04-30
    Under the Uniform Fraudulent Transfer Act you would be committing a crime, see Section 19.40.041: "...(a) a transfer made or obligation incurred by a debtor is fraudulent as to a creditor whether the ...
  4. Charitable Remainder Trust - Having Your Cake & Eating It Too

    by Steven W. Allen - 2007-04-30
    Using this method of charitable giving, you can actually give your assets away and keep them. It's like having your cake and eating it, too!Most people who take the time to plan their estate already h...
  5. Protect, Provide & Profit - A Family Limited Partnership

    by Steven W. Allen - 2007-04-30
    A Family Limited Partnership is becoming one of the most popular methods to pass the equity in a larger estate to the heirs at a discounted tax rate, while retaining control, and at the same time, pro...
  6. Living Will

    by Kelly Howe - 2007-04-30
    A living will is a legal document that you create to prepare your medical care and finances in the event that you become incapacitated and cannot make decisions for yourself. It is a way to plan ahead...
  7. Spendthrift Trusts - Checks And Balances For Dysfunctional Beneficiaries

    by Robin J. Derry - 2007-04-17
    Spendthrift trusts are rapidly becoming a key estate planning tool for families with one member who's been de-railed by the drug or alcohol culture. Look out your window, look down the street or thin...
  8. Offshore Annuity, Deferred Variable Annuity

    by Rocco Beatrice - 2007-04-15
    An Offshore Annuity works very similar to a deferred variable annuity. The owner pays into the annuity during the accumulation phase using either a lump sum or paying scheduled amounts over a period o...
  9. Estate - She Came Out Of Nowhere

    by Jeffery Voudrie - 2007-04-13
    If you'd hit her in the passenger door, you probably would have killed her," the officer told me as I looked over the crumpled front of my mini-van. I was a bit shaken, but relieved. It could have bee...
  10. Estate - When Friends And Family WANT Your Money

    by Jeffery Voudrie - 2007-04-10
    Few situations have a greater potential for problems as when dealing with money and relatives. If you've ever had a child ask you for a loan or a distant relative request money to start a business, th...
  11. Estate - When The Battle Begins At Home

    by Jeffery Voudrie - 2007-04-03
    I received a heart-wrenching phone call from a young soldier recently. His mother had just died and he was left with the responsibility of settling her estate. He had no idea the difficulties he would...
  12. Heirloom Antiques for the Comfort of Being Home

    by Janet O'Dea - 2007-03-30
    When you purchase a hand made or antique item today you are buying character and quality that adds to the beauty, comfort and gives you the feeling of being grounded, provides a conversation starter, ...
  13. Estate - Your Questions Answered - Health Savings And Power Of Attorney

    by Jeffery Voudrie - 2007-03-28
    Q. Jeff, I want to ask your opinion regarding Health Savings Accounts. On April 1st, the company I work for is changing our current Blue Cross health insurance to Guardian Insurance set up as a HRA. I...
  14. Estate - How To Legally Avoid Taxes On Gifts And Inheritances

    by Jeffery Voudrie - 2007-03-23
    Nobody likes to pay taxes. If done incorrectly, though, the way you inherit an asset can result in you needlessly paying tens of thousands of dollars in taxes. Knowing some simple rules will reduce yo...
  15. Estate - Do You Owe Taxes On That Gift?

    by Jeffery Voudrie - 2007-03-20
    Many readers of this column take me up on my offer for free financial advice. 'Mr. K' from Michigan, like many, wondered about taxes owed on his mother's house. Chances are you will deal with the same...
  16. Estate - Clearing Up Estate Document Confusion

    by Jeffery Voudrie - 2007-03-20
    Few topics confuse investors more than figuring out what estate-related documents they need. Living Wills, Living Trusts, and Powers of Attorney are just a few of the terms that most find hard to defi...
  17. ILIT's Offer Exceptional Estate Tax Planning Benefits

    by Shawn Christopher - 2007-03-19
    An Irrevocable Life Insurance Trust ("ILIT") is a trust which owns life insurance policies. Generally, life insurance proceeds are included on your estate for federal estate tax purposes. Depending on...
  18. 8 Reasons for Choosing Foreign or Offshore Trusts

    by Rocco Beatrice - 2007-03-18
    There are several specific advantages of foreign or offshore trusts for lowering explicit taxation, increasing after-tax profit and safeguarding assets amongst other benefits. Domestic asset protectio...
  19. How the Advanced HealthCare Directive Makes Life-Saving Decisions

    by Rocco Beatrice - 2007-03-18
    An Advanced Medical Directive deals with life's real issues and combats the problems that arise where most boilerplate healthcare powers of attorney, healthcare proxies, living wills and others fall s...
  20. Trustee of a Trust

    by Rocco Beatrice - 2007-03-11
    The trustee is the guy who manages your trust assets. Great care should be taken in your selection of your trustee. The trustee is bound by the trust document (i.e. contract) and he has a duty to prot...