Add to ORKGBecause the IRS must normally use actuarial tables to determine life expectancy, particular persons whose life expectancy may be much shorter than projected may be able to preserve a much larger than usual portion of family assets through the use of Charitable Lead Annuity Trusts (CLATS) or private annuity sales. The advantages, disadvantages, and basic tax considerations of each are shown through several detailed examples
Life insurance trusts continue to play an important role in farm estate and business planning althou...
"It has been said that one of the blessings of life is that people never know how long it will last....
"February 1982""It has been said that one of the blessings of life is that people never know how lon...
Because the IRS must normally use actuarial tables to determine life expectancy, particular persons ...
By using a Grantor Retained Annuity Trust (GRAT), a client can transfer significantly appreciating a...
As increasing life expectancy and inflation diminish the purchasing power of retirement savings, car...
Individuals in the “modest” wealth category face special hurdles in estate planning. This article as...
With the promulgation of Rev. Rul. 69-74, many of the advantages of a private annuity were curtailed...
How might retirees consider deploying the retirement assets accumulated in a defined contribution pe...
How might retirees consider deploying the retirement assets accumulated in a defined contribution pe...
The best advice tax practitioners can give clients after the 2001 Tax Relief Act, is that the optima...
In this paper, we examine three types of money management tools that could be used in estate and fin...
This column reviews various requirements of qualified retirement plans, their myriad rules and requi...
Managing retirement payouts generally revolves primarily around securing adequate retirement income ...
Individuals of modest wealth may face significant estate taxes but do not have such a large base of ...
Life insurance trusts continue to play an important role in farm estate and business planning althou...
"It has been said that one of the blessings of life is that people never know how long it will last....
"February 1982""It has been said that one of the blessings of life is that people never know how lon...
Because the IRS must normally use actuarial tables to determine life expectancy, particular persons ...
By using a Grantor Retained Annuity Trust (GRAT), a client can transfer significantly appreciating a...
As increasing life expectancy and inflation diminish the purchasing power of retirement savings, car...
Individuals in the “modest” wealth category face special hurdles in estate planning. This article as...
With the promulgation of Rev. Rul. 69-74, many of the advantages of a private annuity were curtailed...
How might retirees consider deploying the retirement assets accumulated in a defined contribution pe...
How might retirees consider deploying the retirement assets accumulated in a defined contribution pe...
The best advice tax practitioners can give clients after the 2001 Tax Relief Act, is that the optima...
In this paper, we examine three types of money management tools that could be used in estate and fin...
This column reviews various requirements of qualified retirement plans, their myriad rules and requi...
Managing retirement payouts generally revolves primarily around securing adequate retirement income ...
Individuals of modest wealth may face significant estate taxes but do not have such a large base of ...
Life insurance trusts continue to play an important role in farm estate and business planning althou...
"It has been said that one of the blessings of life is that people never know how long it will last....
"February 1982""It has been said that one of the blessings of life is that people never know how lon...