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How to Save On Estate Taxes By Giving Your House Away Early
A Qualifed Personal Residence Trust (QPRT) is an estate-planning tool. It’s purpose is to reduce your assets below the estate tax limit, currently $5 Million for single individuals and $10 Million for...
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Living Trusts For Everyone- A Review
Ronald Farrington Sharp I read a fantastic little book the other day called Living Trusts for Everyone. It is subtitled “Why a Will is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates.”...
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Financial Advice For High Income Doctors – Part 3
The Author at the Junction of Imlay Canyon and the Zion Narrows In part 1 of this series, I discussed investing and tax issues and how they are different for a “high-income” doctor ($500K-$2M per year)...
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Donating To Charity
Merry Christmas! I hope that Christians and non-Christians alike enjoy the holiday. Thank you to those of you who are working, and especially those of you serving overseas. I spent a single...
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You Don’t Have To Buy Life Insurance With Your Irrevocable Trust
Let’s say you’ve done very well for yourself and you’re going to have an estate tax problem. Your estate will be more than $5.34 Million ($10.68 Million if married) when you die so you’ll have to pay...
View ArticleClik here to view.
Living Trusts For Everyone- A Review
Ronald Farrington Sharp I read a fantastic little book the other day called Living Trusts for Everyone. It is subtitled “Why a Will is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates.”...
View ArticleClik here to view.
Financial Advice For High Income Doctors – Part 3
The Author at the Junction of Imlay Canyon and the Zion Narrows In part 1 of this series, I discussed investing and tax issues and how they are different for a “high-income” doctor ($500K-$2M per year)...
View ArticleClik here to view.
Tax Benefits of Donating to Charity
Did you know that 41% of charitable giving occurs in December? I like to think people are motivated by the season, but the fact that the tax year is coming to end probably has something to do with it...
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You Don’t Have To Buy Life Insurance With Your Irrevocable Trust
Let’s say you’ve done very well for yourself and you’re going to have an estate tax problem. Your estate will be more than $5.34 Million ($10.68 Million if married) when you die so you’ll have to pay...
View ArticleClik here to view.
Is the Federal Estate Tax Now Irrelevant (Except For the Super Wealthy?)
[Editor’s Note: This is a guest post from a regular reader and an attorney who wishes to remain anonymous. I love guest posts where I learn something new, and this is one of those. Lots of pearls here,...
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What Doctors Need To Know About Estate Planning
Gold Level Scholarship Sponsor [Editor’s Note: My most recent column in ACEP NOW was entitled What Emergency Physicians Need to Know About Estate Planning. The original post ran here.] Q. What do I...
View ArticleHow to Save On Estate Taxes By Giving Your House Away Early
A Qualifed Personal Residence Trust (QPRT) is an estate-planning tool. It's purpose is to reduce your assets below the estate tax limit, currently $5 Million for single individuals and $10 Million for...
View Article
