The Estate Planner - September/October 2009 Here’s a brief glance at what you’ll find in the September/October issue… FAQs about donating real estate Making charitable donations during life or at death removes assets from one’s estate and thus reduces any potential estate...

The Estate Planner - July/August 2009 Here’s a brief glance at what you’ll find in the July/August issue… It’s time to make gifts The struggling economy may allow you to save gift and estate taxes Estate planning opportunities are a silver lining among today’s dark...

The Estate Planner - May/June 2009 Here’s a brief glance at what you’ll find in the May/June issue… Protecting your assets against fraud and ID theft Wealth preservation typically focuses on protecting assets against creditors’ claims and lawsuits, but it’s also...

The Estate Planner - November/December 2008 SHELTER YOUR BUSINESS ASSETS Preserve more wealth for your heirs with asset-protection strategies Estate planning and asset protection go hand in hand. Most people concentrate their asset-protection efforts on insulating their personal wealth from...

The Estate Planner - September/October 2008 ABRACADABRA! Sec. 1031 exchange can make capital gains tax disappear If a person owns a highly appreciated business or investment property that he or she would like to sell or otherwise dispose of, the person can possibly avoid capital gains tax by...

The Estate Planner - January/February 2008 Here’s a brief glance at what you’ll find in the January/February issue ... PONDERING YOUR POLICY Watch out for a little-known tax trap — the transfer-for-value rule Life insurance is an essential building block in an estate plan. But...

The Estate Planner - November/December 2007 Here’s a brief glance at what you’ll find in the November/December issue ... A WELL-DEFINED STRATEGY Use a defined-value clause to limit gift tax exposure Accurate asset valuations are critical to an effective estate plan. Unfortunately...

The Estate Planner - September/October 2007 Here’s a brief glance at what you’ll find in the September/October issue... SOME STRINGS ATTACHED Maintaining control over your charitable contributions without losing your deduction Imposing restrictions or conditions on charitable...

The Estate Planner - July/August 2007 Here's a brief glance at what you'll find in the July/August issue... EXECUTOR DECISIONS 7 FAQs about being a personal representative If asked to be an executor — or personal representative — of a loved one’s estate, it’s important to...