Archive for May, 2007

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29 05 2007

Charitable Remainder Trust - Having Your Cake & Eating It Too

Posted by: Eric Hundin in , Estates, Wills, Trusts, Career Information, Blog Carnival

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 have a strong sense of family and community and want to leave gifts to their favorite charities. Many estate planning attorneys are familiar with charitable planning which is important because of the complex nature of the charitable giving provisions of the Internal Revenue Code.

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29 05 2007

Independent Retirement Account - Defined, What Are The Options?

Posted by: Eric Hundin in , Estates, Wills, Trusts, Career Information, Blog Carnival

There are typically two types of beneficiaries for an Independent Retirement Account (IRA). A beneficiary can be either a spouse or non-spouse, and each group has different options and benefits to receiving money from an inherited IRA.

INHERIT INDEPENDENT RETIREMENT ACCOUNT FROM SPOUSE

If you inherit an IRA from a spouse, you have the option of taking the IRA as your own and also making further contributions to the account. If you choose to take the IRA as your own, you may choose (more…)

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28 05 2007

Protect, Provide & Profit - A Family Limited Partnership

Posted by: Eric Hundin in , Estates, Wills, Trusts, Career Information, Blog Carnival

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, protecting the assets from lawsuits.

This entity may be used to begin shifting ownership from your estate to your heirs without losing control. The Limited Partnership is becoming a more popular staple of estate planning for a number of reasons. A major one is for asset protection.

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