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The BILIT - Business Irrevocable Life Insurance Trust
BUSINESS CONTINUATION AGREEMENTS are often partially funded or totally funded with life insurance. Most, if not all, of the life insurance proceeds are includable in the estates of the business owners. The BILIT™ can keep the life insurance proceeds outside of the owners’ estates. Additionally, this article addresses the seldom-discussed economic inequities inherent in most Business Continuation Agreements and potential solutions to these economic inequities.
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Banks' Best Customers Attracted to Asset-Based Long-Term Care
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
2001 Nationwide Tax Forums Underway
A variety of informative seminars designed to provide the tax professional community with the latest and most complete information on IRS programs, practices, and policies and the most recent Electronic Tax Administration (ETA) initiatives. In addition, attendees can earn up to 18 Continuing Professional Education (CPE) credits....
New IRS Web Section to Alert Taxpayers and Practitioners of Tax Fraud
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
Business Trust over Which Actual Grantor Retained Control Was a Sham
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
Florida Banking Association Recognizes Outstanding Contributions
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
Financial Planning Association may oppose SEC nominee over controversial rule
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news...
Comments On Tax Plan By Ted Ridlehuber
http://www.cannonfinancial.com/cgi-bin/newsdetail.cfm?ID=46...
CEOs Fail Personal Finance
Based upon Wilmington Trust Company and Chief Executive's personal finance survey, indications are that Corporate America's lead executives are better at maximizing their companies' profits than their personal and family finances....
Addendum to Joel Koenig's popular July article
This addendum to the popular article "The World Without Death Taxes" gives useful, topical analysis and commentary on the recently enacted Economic Growth and Tax Relief Reconciliation Act of 2001.UNRESTRICTED ACCESS!...
SEI Teams With SmartMoney On Enhanced Retirement Planning Site
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...
Final "Letter of Instructions To Family" Important
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item...
Survey Gets Wealthy Individuals' Reaction To Estate Tax Repeal
The recent passing of the Tax Relief Act of 2001, coupled with a heightened interest in estate and wealth transfer planning, combine to increase the demand for services provided by financial planning professionals....
New Survey Gives Important Findings
The recent passing of the Tax Relief Act of 2001, coupled with a heightened interest in estate and wealth transfer planning, combine to increase the demand for services provided by financial planning professionals....
CFP Board Restructures Governing Body
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, associate editor Send an email with your news item...
Few Businesses Have Financial Plans: Study
Only 38 percent of owners or part owners of businesses have a formal financial plan....
Life Insurance Valuation, Life Settlements, Subject of National Estate Planning Conference
Oddlots Random samplings of new affecting the estate planning industry Compiled by Christopher Weems, associate editor Send an email with your news item...
2001 Top Wealth Managers Ranked
New Money From Very Wealthy Fuels Boom Year for 'Bloomberg's Top Wealth Managers,' Bloomberg Wealth Manager Ranking Says...
The estate tax phase-out
Estate Tax Phase-Out 2002-2010 Year Wealth Exemption Highest Tax Rates 2002 $1 million 50% 2003 $1 million 49% 2004 $1.5 million 48% 2005 $1.5 million...
Estate Tax Proponent Watchdog Group Calls Repeal Only "Symbolic Victory"
Because Congress was limited to a $1.35 trillion tax cut, it could not make repeal of the estate happen right away. In fact, the best Congress could do is to start repeal in 2010....
Estate Tax Phase-Out 2002-2010 -Graphic presentation
A Table which shows, year-by-year, the gradual phase-out....
Mid-Year Investment Outlook
The U.S. economy and financial markets are in a decline. Corporate earnings and stock prices are tumbling. There are still too many "dip buyers" attempting to trade through the market’s ferocious volatility....
4,500 LARGEST ESTATES WOULD RECEIVE AS MUCH FROM BUSH TAX PLAN AS 142 MILLION AMERICANS
When fully in effect, the proposal to repeal the estate tax that is part of the Bush tax plan would provide as much in tax reductions to the 4,500 largest estates as the entire Bush tax plan would provide to 142 million people, according to a new analysis from the Center on Budget and Policy Priorities, a Washington, D.C. policy institute....
Bush Tax Cut Passes
The legislation gradually reduces the federal estate tax, and then repeals it in 2010....
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