Articles

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary therefore, the information should be relied upon when coordinated with individual professional advice.

These articles were prepared by Financial Visions and are used here by permission.

Selecting an Executor or Trustee

December 5, 2013

Whether you choose a will or a living trust, you also need to select someone to administer the…

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Fundamental Questions about Estate Planning

December 5, 2013

Many people assume estate planning is all about reducing taxes. But it’s also about making sure your assets…

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What Is A Living Will?

December 5, 2013

In the aftermath of the tragic case involving Terri Schiavo, interest in living wills has increased markedly. A…

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Gifting Strategies for Estate Planning

December 5, 2013

The federal government imposes a substantial tax on gifts of money or property that exceed certain levels. Without…

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Living Trusts: A Tool for the Living

December 5, 2013

One of the most popular estate planning instruments today is the revocable living trust. Trusts are used to…

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Without a Will, There’s No Way

December 5, 2013

A will is a legal document that transfers what you own to your beneficiaries upon your death. It…

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Charitable Remainder Trusts

December 5, 2013

Definition A Charitable Remainder Trust normally is used as a strategy for converting highly appreciated assets into income…

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Choosing the Right Business Entity

December 5, 2013

Choosing the form of entity under which a business will operate is one of the first, and often…

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Protecting Against the Loss of Key Employee

December 5, 2013

The vast majority of small-business owners accept the wisdom of insuring the firm against the loss of its…

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Implementing a Cafeteria Plan in Your Business

December 5, 2013

Internal Revenue Code 125 allows an employer to implement an employee benefit plan, which allows employees to select…

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