MORE FROM THE AMERICAN COLLEGE
Wednesday, January 6, 2010
Impediments to a well-planned estate, Pt. 4
A variety of common estate planning impediments are discussed, including failures to account for inflation, liquidity and psychological impediments.
Tuesday, August 11, 2009
Impediments to a well-planned estate, Pt. 3
Read this article to learn about the improper ownership of assets; issues created by illness, job change and job loss; and the impact caused by a nonemployed spouse's disability or loss.
Wednesday, June 10, 2009
Impediments to a well-planned estate, Pt. 2
This article discusses the importance of guardianship, residuary clauses and tax apportionment issues. The problems associated with improper tax planning are also addressed.
Wednesday, April 15, 2009
Impediments to a well-planned estate, Pt. 1
Estate planning is the art of accumulating, preserving and transferring property during your lifetime and at death. But many people don't have an estate plan - read this article to uncover some of the most common reasons for this.
- Impediments to a well-planned estate, Pt. 4
A variety of common estate planning impediments are discussed, including failures to account for inflation, liquidity and psychological impediments.
- Women and investing: An abundance of caution
In this article, gender differences in investing behavior and their sociological origins are addressed. The effects financial advisors have on women's comfort level with investing are also discussed.
- Fiduciaries, Pt. 7: Breach of fiduciary duties and powers
This article discusses how fiduciaries can be held liable for failing to discharge their responsibilities appropriately.
- Impediments to a well-planned estate, Pt. 2
This article discusses the importance of guardianship, residuary clauses and tax apportionment issues. The problems associated with improper tax planning are also addressed.
- Impediments to a well-planned estate, Pt. 1
Estate planning is the art of accumulating, preserving and transferring property during your lifetime and at death. But many people don't have an estate plan - read this article to uncover some of the most common reasons for this.
- Impediments to a well-planned estate, Pt. 3
Read this article to learn about the improper ownership of assets; issues created by illness, job change and job loss; and the impact caused by a nonemployed spouse's disability or loss.
- Creating the Flexible Irrevocable Trust
Trusts are often employed as an owner or beneficiary of life insurance for both tax and nontax purposes. Many trusts will be designed with lengthy or unlimited duration. It is imperative to carefully consider methods to keep a trust flexible for f...
- Probate: Pros, cons and methods to avoid, Pt. 2
In this second article of this two part series, Professor Connie Fontaine of The American College discusses the advantages and disadvantages of probate and ways individuals can avoid this process through proper estate planning.
- Probate III: The different kinds of probate proceedings
In this third article of our three-part series about probate, Professor Connie Fontaine of The American College discusses the different kinds of probate proceedings and the impact these proceedings can have on the estate distribution process.
- Fiduciaries, Pt. 4: Selecting guardians
This article discusses the different kinds of guardians appointed by courts, along with their roles and responsibilities, as well as the importance of this task during the estate planning process.
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