Archive for the ‘Estate Planning’ Category


Family Limited Partnerships

Icon Provided by Joseph Regenstein IV, CMFC on October 11, 2011

A tool to transfer wealth to the next generation at lower tax cost. Family limited partnerships, or FLPs, let you make gifts of partnership interests to family members while you maintain control over the underlying assets. In estate planning, FLPs can be very useful. Successful families create them with three objectives in mind: lowering income [...]

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Inheriting an IRA – Make Sure You Pay Attention to the Rules.

Icon Provided by Joseph Regenstein IV, CMFC on July 24, 2011

What do you do when you inherit an IRA? Good question. Most people don’t know the rules and regulations pertaining to inherited IRA assets. You should. You, not the IRS, should benefit the most in this circumstance.

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Leaving a Legacy Plan

Icon Provided by Joseph Regenstein IV, CMFC on May 3, 2011

We will all leave this world sometime. Why leave unanswered questions with those we love? We all want to live a significant, successful life. Yet how many of us realize that our important, positive contributions can last long after we are gone? Two things are certain: death and taxes. Some of us grasp that reality [...]

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Looking at the New Estate Tax Laws

Icon Provided by Joseph Regenstein IV, CMFC on January 19, 2011

A rundown of recent changes. In 2011, families and their financial, tax and legal consultants can at last plan estates with a degree of certainty. Thanks to the Tax Relief Act of 2010, we now have the lowest estate tax rate in 80 years, with some new rules to be aware of, and some very [...]

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