Post-Retirement Tax Slam Member Login | Sign Up To View Article
A majority of our country’s middle-income Boomers and retirees have significant gaps in their understanding of how federal taxes will impact their retirement finances, according to a new study release
Online Resources for Income Tax Planning as Part of Estate Planning Member Login | Sign Up To View Article
The Internet provides a rich source of discussions and suggestions relative to the future of estate planning. It particularly makes available a number of constructive analyses of the direction of est
Retiree Health Care Costs to Eclipse Social Security Payouts: Index Member Login | Sign Up To View Article
Everyone knows that health care costs in the U.S. are rising. An index introduced Thursday puts that rise into grim perspective. HealthView Services’ new Retirement Health Care Cost Index shows that m
Critical illness insurance: Deciding on a dollar amount Member Login | Sign Up To View Article
How much cash does an individual need to cover expenses, health care-related or otherwise, while suffering from a critical illness? That's a question the industry is increasingly grappling with.
Charitable Planning after ATRA: New Planning Ideas for 2014 - Part 2 Member Login | Sign Up To View FSP Content
Richard M. Weber, MBA, CLU®, AEP® (Distinguished) (moderator); Lawrence P. Katzenstein, J.D.; Martin Shenkman, J.D.
Second in a series of four on charitable planning after ATRA.The effects of the American Taxpayer Relief Act on charitable giving planning and what new strategies can be used to achieve clients’ chari
The Journal of Financial Service Professionals
Estate Plans Reconsidered with New Tax Rates Member Login | Sign Up To View FSP Content| Purchase this Article
Dennis Reardon, JD, LLM, CLU, ChFC
When avoiding estate taxation was the primary objective of the trust, the trustee with discretionary control over income might not distribute income to a beneficiary if the income was unlikely to be s