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Tax Strategist Archive

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  • The Tax Strategist, July/August 2010

     In this Issue:

    Gifting Offers Certainty in Uncertain Times

    Ascertainable Standards: What You Need to Know

    Is Your Spouse A U.S. Citizen? If Not, Consider Using a QDOT

    Estate Planning Red Flag: Your Plan Doesn't Name a Backup Guardian for Your Minor Child

  • 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 November/December 2009 Edition

     Featuring:

    Is Now a Good Time for a QPRT?

    Transferring the Family Business: Using a CLAT Can Benefit Charity and Your Family

    Trust Your Trustee: Choosing a Trustee Who Will Carry Out Your Final Wishes

    Estate Planning Red Flag: A Minor is a Beneficiary of Your Life Insurance Policy

  • 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