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Tax Strategist

  • The Tax Strategist March/April 2010

     Is Your Buy-Sell Agreement Doing Its Job?

    Balancing Risk and Reward: A Self Canceling Installment Note Can Benefit Your Estate Plan Under Certain Circumstances

    Family Mission Statement Promotes a Harmonious Estate Plan

    Estate Planning Red Flag: You've Recently Divorced and Haven't Renewed Your Estate Plan

  • The Tax Strategist January/February 2010

     Featuring:

    "Being Elastic Can Be Fantastic"

    "A Blended Family Requires Smart Estate Planning"

    "Estate Planning Red Flag: You Haven't Reviewed Your Estate Plan Recently"

  • The Tax Strategist September/October 2009

     In this issue:

    FAQs about donating Real Estate

    The Roth IRA: Is it time to convert?

    It’s Intentionally Defective? How an IDGT can benefit your estate plan

    Estate Planning Red Flag: Your child is on the title to your home or other assets

  • The Tax Strategist, July/August 2009

     In this issue:

    Do it yourself estate planning can lead to costly mistakes

    What are these assets worth? Valuation is critical to your estate plan

    Estate planning red flag: You’re planning required minimum distributions from your retirement account

  • The Estate Planner, March/April 2009

     Estate Planning Red Flag

    Your Power of Attorney isn't all that Powerful

    Spendthrift Trusts aren't just for Spendthrifts

    Give and Receive: Charitable Gift Annuities can Benefit Both You and Your Favorite Charity.
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