Estate Planning Articles 2014

2016 Hot Topics In Retirement And Financial Well-Being
2014 2015 2016 100% 90% 80% 70% 60% 50% encompassing topics such as taxation strategies and estate planning. Although nearly Aon Hewitt 7 Integrating Retirement Planning and Health Decisions Very Likely Moderately Likely Include financial wellness as a ... View Full Source

About Budgeting & Personal Finance
Simple tips shared in this latest article will help you save money while wedding planning. Share your wedding budgeting tips in the forums. Enjoy! Wedding Planning on a Budget originally appeared on About.com Budgeting & Personal Finance on Thursday, 2014 at 14:28:13. ... Read Article

TOPICS FOR PRESENTATIONS - Atlanta GA Estate Planning Lawyers
TOPICS FOR PRESENTATIONS (effective December 5, 2013) national estate planning publication in the country. This program provides a comprehensive review of what happened to the tax code in 2014, the unique planning opportunities in 2014 and the traps that clients and their advisors should ... Visit Document

Divorcing Women: Where Husbands Typically Hide Assets - YouTube
Divorcing Women: Where Husbands Typically Hide Assets ThinkFinanciallyTV. Loading 2014. Learn divorce financial tips from Jeff Landers, Financial Planning For Women In Divorce ... View Video

Ed Slott - Wikipedia
Ed Slott (born August 5, Ed is a past recipient of the Excellence in Estate Planning and Outstanding Service awards presented by The Foundation for Accounting Education. He is a former Board member of The Estate Planning Council of New York City. ... Read Article

Create A Database In Microsoft Access 2013 For Beginners ...
In this beginner Microsoft Access video tutorial, you will learn how to create your first database in Access 2013. You will build a customer table, query, fo ... View Video

Wisconsin Estate Recovery Program Policy Changes Effective ...
Wisconsin Estate Recovery Program Policy Changes Effective August 1, 2014 Fact Sheet. The policy changes will begin August 1, 2014. What if my estate is not able to repay Medicaid? The legal process known as probate settles an individual’s ... Return Document

The Benefits Of Enhancing Financial Literacy - Spdrs.com
Of Certified Public Accountants, the estate planning section has articles, tips and techniques for individuals of all ages and wealth levels. Kiplinger Estate Planning 2014. 2 State Street Center for Applied Research survey of global investors, 2014. ... Retrieve Content

C O L L E Ction Of - Matthew Burgess
V CHAPTER 4 ESTATE PLANNING – TESTAMENTARY TRUSTS . . . . . . . . . . . . . . .29 . Taxation Consequences of Testamentary Trust Distributions ... Access Doc

Welcome Changes To New Life-interest Trust Rules
Welcome changes to new life-interest trust rules As noted in our November 2014 release, Surprise legislation impacts estate planning, the new rules could adversely affect common estate planning strategies and, consequently, ... Doc Viewer

And Trust Legislative Affairs Committee 2014-Present . Member, Estate Planning Council of Central Texas; Director 2008-2014; Chair 2012-2013 . Member, Travis County Bar Association Probate and Estate Planning Section; Director, 1999- 2004; Chair, 2003. ... Fetch Doc

The Rules Of Portability - American Bar Association
The Rules of Portability . This is the first in a series of articles that the Estate and Gift Tax Committee of the Income and Transfer Tax Group of the American Bar Association Real Property, Trust Portability is the current law and estate planning professionals ... Read Document

FALL 2013 - Carruthers & Roth
FALL 2013 NORTH CAROLINA STATE AND LOCAL TAX UPDATE Keith A. Wood by the North Carolina State Bar as a board certified specialist in estate planning and probate law. increased standard deduction amounts as follows beginning in 2014 for taxpayers who do not ·itemize their deductions ... Fetch Full Source

Possible Limitations On Family Discounts
TAX ALERT 2015-3 INTRODUCTION Valuation discounts are a significant component of estate planning. The two principal discounts are for lack of ... Content Retrieval

JAG Reservists A Nd The Air Force Mission LAWYER S
Justice and procurement to real estate and estate planning—all while reserve component JAG Corps members are serving and supporting the Air Force mission all around the world. In 2014, ... Fetch Here

FY 2014-2020 VA Strategic Plan Draft
Foreclosure; and improving our internal planning, human capital management, information technology management, and preparedness capabilities. While we have accomplished much over the last 5 years, there is more to be done. FY 2014-2020 VA Strategic Plan Draft ... Get Document

Leveraging The GST Exemption: An Alternative To Portability ...
An Alternative to Portability Planning 12 In addition, Alternative to Portability Planning Strafford December 2, 2014 Bruce D. Steiner . Bruce D. Steiner 16 Kleinberg, and has written numerous articles for Estate Planning, BNA Tax Management’s Estates, ... Get Content Here

Cost Segregation Study - Wikipedia
A cost segregation study identifies and reclassifies personal property assets to shorten the depreciation time for taxation purposes, Estate Planning. Using cost segregation as an estate planning strategy can create permanent tax benefits. ... Read Article

Multistate Guide To Estate Planning 2015 W Cd Ebook
Planning needs neurology 3epractical guide to estate planning 2014 edition with cdthe owners manualmath 2015 common core practice reteaching workbook grade the tax information and estate planning information contained herein is general in ... Return Document

ESTATES AND PROTECTED INDIVIDUALS CODE
This act shall be known and may be cited as the “estates and protected individuals code”. History:€1998, Act 386, Eff. Apr Am. 2009, Act 46, Eff. Apr. 1, 2010; Am. 2013, Act 157, Eff. Feb. 3, 2014. Popular name: EPIC 700.1104 Definitions "Estate" includes the property of the ... Document Viewer

Common Estate Tax Audit Triggers And How To Avoid Them
Common Estate Tax Audit Triggers and How to Avoid lectured frequently on estate planning. She can be contacted at expectations in an estate tax audit with respect to possible additional estate tax liability. In other words, ... Retrieve Document

Family Limited Partnership - Wikipedia
Family Limited Partnership This article has multiple issues. Please help improve it or (July 2014) (Learn how and when acting as an entity that holds the property (business interests, real estate investments, publicly traded or privately held securities) ... Read Article

TRUST IN NORTH CAROLINA? - Potterestateplanning.com
Why Would I Want a Revocable Living Trust in North Carolina? www.potterestateplanning.com 7 About His practice focuses exclusively on two areas: Estate Planning, helping individuals protect their families and preserve their legacies both during their lifetimes 10/15/2014 7:59:03 ... View Full Source

The Entity Freeze Solution
The Entity Freeze Solution Income and Transfer Tax Planning for Negative Capital Stephen M. Breitstone, Esq. Meltzer, Lippe, Goldstein & Breitstone, LLP Estate Planning Strategy for Leveraged Real Estate, Practical Tax Strategies, March 2002. ... Document Viewer