Glenn D. Price in the Puget Sound Business Journal
Estate Planning & Charitable Bequests – February 22-28, 2008
Supplement to the Puget Sound Business Journal
The Many Uses for Trusts in Estate Planning
Advisor Newsletters: The Wealth Counselor
Volume 2, Issue 1 - The Continuing Need for Life Insurance
Volume 2, Issue 2 - 10 Tips for Helping Families with Special Needs
Volume 2, Issue 3 - Policy Reviews of Trust-Owned Life Insurance
Volume 2, Issue 4 - Planning for Tax-Qualified Plans
Volume 2, Issue 5 - Planning for Disability
Volume 2, Issue 6 - Understanding Medicaid Planning Opportunities For Your Clients and You
Volume 2, Issue 7 - Life Settlements: Understanding the Opportunity for Your Clients
Volume 2, Issue 8 - Understanding the Opportunities with Aid & Attendance Benefits
Volume 2, Issue 9 - Understanding the Significance of Trusts
Volume 2, Issue 10 - Simplifying the Taxation of Trusts
Volume 2, Issue 11 - New Planning Opportunities with Non-Spouse Rollovers
Volume 2, Issue 12 - Opportunities for Planning with Pets
Volume 3, Issue 1 - Exciting New Developments in Buy-Sell Planning
Volume 3, Issue 2 - Planning for the New "Zero Percent" Tax Bracket
Volume 3, Issue 3 - Planning for Unmarried Couples
Volume 3, Issue 4 - Planning for Long-Term Care
Volume 3, Issue 5 - Tax Planning
Client Newsletters: The Wealth Advisor
May. 2007: New Law Creates Exciting Planning Opportunities
July, 2007: Planning for Disability
September 2007: Understanding the Significance of Trusts
February, 2008: Planning for Pets
"Consider
This" Articles (in Adobe PDF Format):
The
412(i) Defined Benefit Pension Plan
The
Family Private Annuity
An Introduction
To Family Limited Partnerships
The Limited
Liability Company (LLC)
The
Big Shift: Get In Gear
Estate
Planning: The Client Manifesto
The
Power Of Trust Planning
Understanding Charitable
Remainder Trusts
Q&A: Qualified
Personal Residence Trusts
These files are all in PDF format, which requires Acrobat Reader to view/print.
Most computers already have this program installed, which you can check
by going to the START menu and looking the PROGRAMS popup list. If you
do not have it, you can download Acrobat
Reader for free by clicking on this link.
Articles in HTML Format:
• Save
Gift and Estate Taxes: Give Your House to Your Kids
• Avoid
These Estate Planning Traps
• The
Advantages of Lifetime Gifts
• Reducing
Estate Taxes with Insurance Trusts
•
How to Get The Most Out of the Increasing Estate Tax Exclusion Amount
• Make Gifts
to Reduce Your Estate
• Irrevocable
Life Insurance Trust
• Charitable
Lead Trust
• Private
Charitable Foundation
• Qualified
Personal Residence Trust
• Grantor Retained
Annuity Trust (GRAT) & Retained Unitrust (GRUT)
• Foreign Asset
Protection Trusts
• Protection
Against The Generation-Skipping Transfer Tax
• Qualified
Domestic Trust
• Funding
Your Living Trust (Part 1)
NOTE:
This information is designed to provide a general overview with regard
to the subject matter covered and is not state-specific. The authors,
publisher and host are not providing legal, accounting or any other advice
which purports to be specific to your situation. The contents of this
website are believed to be completely reliable. Nevertheless, some material
may be affected by changes in the laws or interpretations of such changes
since the material was entered on the website. If legal advice or other
expert guidance is required, the services of a competent professional
in the field of law, accounting, insurance or investments should be sought.
Price
& Farrington, PLLC - Attorneys and Counselors
at Law
12501 Bellevue-Redmond Road, Suite 215 ....Bellevue,
Washington 98005
Phone: 425.451.3583.. Fax: 425.452.0153 ..E-mail: contact@pricefarrington.com
About
Us l What We Provide l Contact
Us l Articles l Forms l F.A.Q. l Links l "FastFacts" l Sitemap l Home |
