Corporate Communications Archive — Estate Planning

• EPBTNE0: Estate Planning and Your Family Business
• EPEA192: The Many Tasks of an Estate Executor
• EPEB2UU: Plan Carefully When Choosing an Executor
• EPGA1UU: Solidifying Your Estate Plan (alt. vers.)
• EPGA2U1: You Can't Take It with You! (alt. vers.)
• EPGAD095: Solidifying Your Future with Advance Directives (shorter vers. geared to general audience)
• EPGAD098: Solidifying Your Future with Advance Directives (geared to business owners)
• EPGAD100: Solidifying Your Future with Advance Directives (longer vers. geared to general audience)
• EPGAD199: Solidifying Your Future with Advance Directives (longer vers. geared to general audience)
• EPGAD495: Advance Directives: Part I—Quality of Life Issues (incl. overview and quiz)
• EPGAD595: Advance Directives: Part II—Health Care Issues (incl. overview and quiz)
• EPGAP01: Valuation "Insures" Protection
• EPGAPH00: Appraising Your Appraiser
• EPGB023: Understanding the Estate Planning Process (longer vers.)
• EPGB333: Pointers on the Estate Planning Process (shorter vers.)
• EPGBAS01: ABCs of Estate Planning
• EPGDES01: Paying for Long-Term Care—Know Your Options (alt. vers.)
• EPGDES02: Long-Term Care—Understanding Your Options (alt. vers.)
• EPGDPA3: Who's in Control When You're Out of Control?
• EPGEC04: Unburden Your Loved Ones with a Financial Inventory
• EPGFFND1: Family Foundations—Benefits Stretch Beyond Charitable Giving
• EPGGIFT2: "Gifting" Your Way to Estate Tax Savings (shorter vers.)
• EPGGIFT6: "Gifting" Your Way to Estate Tax Savings (longer vers.)
• EPGIPTY1: Intellectual Property—A Planning Issue for the New Millennium
• EPGLIFE1: Rewards and Benefits of Lifetime Gifts
• EPGLIVW3: Protecting Your Future with a Living Will
• EPGLP03: Estate Planning Issues Facing Lifetime Partners
• EPGLP06: Estate Planning Issues Facing Lifetime Partners (incl. overview and quiz)
• EPGLTC01: Long-Term Care—Better to be Safe Than Sorry
• EPGPLAN1: Why Plan Your Estate? (shorter vers.)
• EPGPLAN2: Why Plan Your Estate? (longer vers.)
• EPGQUIZ3: How Much Do You Really Know about Estate Planning? (Q & A format)
• EPGSEN01: Helping Elders Manage Their Assets (longer vers.)
• EPGSEN03: Helping Elders Manage Their Assets (shorter vers.)
• EPGSEN04: Helping Elders Manage Their Assets (shorter vers. geared to women)
• EPGSIMP1: Estate Planning—Not Just for the Wealthy
• EPGSIMP2: Important Steps in Preserving Your Estate (geared to middle income and above)
• EPGSMRG: Planning Your Estate in a Second Marriage
• EPGTEAM3: Estate Planning: A Team Effort
• EPGTITL2: Benefit Trade-Offs in Property Titling (incl. overview and quiz)
• EPGTITLE: Benefit Trade-Offs in Property Titling
• EPL2DIE1: Survivorship Insurance—Helping You Keep the Doors "Open for Business" (alt. vers. w/ case study)
• EPL2DIE2: Survivorship Life Insurance—Preserving Your Business Legacy (alt. vers. w/ case study)
• EPLA012: Shielding Life Insurance from Estate Taxes
• EPLB0UU: Reinforcing Your Plan
• EPLB1UU: Reinforcing Your Estate Plan
• EPLDIS3: Reduce Estate Taxes with Life Insurance
• EPLFSD03: Split Dollar—Private Boon or Bust?
• EPLFSD1: Getting the Family Involved in Split Dollar Arrangements
• EPLFSD4: Getting the Family Involved in Split Dollar Arrangements (incl. overview and quiz)
• EPLG0UU: Community Property and Life Insurance
• EPLG1UU: Life Insurance and Community Property—Cause for Concern? (incl. overview and quiz)
• EPLILIT6: What's in Store for ILITs in the Future?
• EPLLDGE3: Creative Insurance Solutions for Today's Mature Family (shorter vers.)
• EPLLDGEN: Creative Insurance Solutions for Today's Mature Family (longer vers.)
• EPLSURV0: Business Applications of Survivorship Life
• EPMACT96: Medicaid—A New Twist in a New Law
• EPMELDE1: Guardianship and the Elderly
• EPMPROV1: Medicare and Medicaid May Affect the Assets of the Middlle Class
• EPOA132: Dividing the Family Pie—Are Equal Slices Best? (longer vers.)
• EPOA1UU: Dividing the Family Pie—Are Equal Slices Best? (shorter vers.)
• EPOB0UU: "UGMA" and "UTMA" in Action
• EPOC153: Your Financial Affairs—What Your Children Should Know (longer vers.)
• EPOC154: Your Financial Affairs—What Your Children Should Know (shorter vers.)
• EPOGUAR2: Appointing a Guardian for Your Child (shorter vers.)
• EPOGUARD: Appointing a Guardian for Your Child (longer vers.)
• EPPA2UU: The Probate Process—Pros and Cons (shorter vers.)
• EPPA3UU: Understanding the Probate Process (incl. case study)
• EPPA4UU: Estate Planning Basics: The Probate Process (incl. overview and quiz)
• EPPA6UU: The Probate Process—Pros and Cons (longer vers.)
• EPPA7UU: Pros and Cons of Probate (shorter vers.)
• EPSBIZ02: Wealth-Transfer Taxes Hit Small Firms
• EPTAB195: Trust Basics—Reducing Estate Taxes
• EPTAK971: Alaska Trust Act: An Oasis in the Arctic? (with footnotes)
• EPTAK972: Alaska Trust Act: An Oasis in the Arctic?
• EPTAK974: Alaska Trust Act: An Oasis in the Arctic? (incl. overview and quiz)
• EPTC072: Financial Care for Special Needs Children
• EPTC082: Financial Care for Special Needs Children (incl. overview and quiz)
• EPTCRT37: CRTs—Appreciating the Benefits of Charitable Giving (alt. vers. with case study)
• EPTCRT38: CRTs—Appreciating the Benefits of Charitable Giving (alt. vers. with case study)
• EPTCRT39: CRTs—Appreciating the Benefits of Charitable Giving (alt. vers. with case study)
• EPTCRT9B: Planning Obstacles for CRTs
• EPTCRT9C: Additional Planning Considerations for Charitable Remainder Trusts (incl. overview and quiz)
• EPTCRTIL: Charitable Remainder Trusts: Doing Well by Doing Good
• EPTD0UU: Trusts—Not Only for the "Rich and Famous" (longer vers.)
• EPTD1D2: The Many Uses of Trusts (shorter vers.)
• EPTDSCL2: An Alternative for Maximizing the Applicable Exclusion Amount (incl. overview and quiz)
• EPTDSCLM: An Alternative for Maximizing the Applicable Exclusion Amount
• EPTE3UU: Smart Steps for Small Estates (shorter vers.)
• EPTE5UU: Smart Steps for Small Estates (geared to growing families)
• EPTE6UU: Smart Steps for Small Estates (longer vers.)
• EPTF0UU: Trusts and Estate Planning
• EPTG012: How Trusts Can Benefit You and Your Family
• EPTG013: How Trusts Can Benefit You and Your Family
• EPTINC01: Offset the Effects of Inherited Wealth with Incentives
• EPTLIT01: Clearing the Air with Proper ILIT Administration
• EPTLIT04: Irrevocable Life Insurance Trust Administration (incl. overview and quiz)
• EPTLIV06: Do Living Trusts Make Wills Obsolete?
• EPTLIV07: Can a Living Trust Replace Your Will?
• EPTLT01: Estate Taxes and Living Trusts—Building Your Legacy
• EPTQA01: I Want to Know More About Estate Taxes (Q & A) (alt. vers.)
• EPTQA02: I Want to Know More About Estate Taxes (Q & A) (alt. vers.)
• EPTQPRT2: Keep Your Home in the Family with a QPRT
• EPTRUST3: Trusts—From the Mansion to the Carriage House
• EPTSEL1: Select Trustees with Care (shorter vers.)
• EPTSEL2: Trustees and Your Living Trust—Making the Right Choices (longer vers.)
• EPTSN01: Special Trusts for Special Needs (shorter vers.)
• EPTSN03: Securing Care for an Exceptional Child (longer vers.)
• EPTSN04: Securing Future Care with Special Needs Trusts (alt. longer vers.)
• EPTX9701: The New Tax Law: Maximizing Your Legacy? (longer vers.)
• EPTX9702: Pulling in the Reins on the New Tax Law (shorter vers.)
• EPWB6UU: Looking Beyond Your Will
• EPWC3UU: Estate Planning Fundamentals—A Glass Slipper for the Stroke of Midnight
• EPWD2N2: Estate Planning and the Importance of Drafting a Will
• EPWD3UU: "Will" Your Way to a Secure Future
• EPWLIM3: Will Restrictions You Should Know About
• EPXA2UU: Maximized Planning with Generation Skipping Trusts
• EPXA4UU: Planning Perspectives: Generation Skipping Trusts (incl. overview and quiz)
• EPXC103: What Makes Up Your Estate? (longer vers.)
• EPXC104: What Makes Up Your Estate? (shorter vers.)
• EPXC105: Cash, Castles, Future Compensation: What's Included in Your Estate? (alt. longer vers.)
• EPXDOM1: Choosing Your Place of Domicile (alt. longer vers.)
• EPXDOM3: Choosing Your Place of Domicile (alt. longer vers.)
• EPXDOM4: Choosing Your Place of Domicile (shorter vers.)
• EPXG1N2: The Estate Planning Question
• EPXGST02: Alphabet Soup: ILITs and the GST (shorter vers.)
• EPXGST03: Don't Overlook the GST When Using ILITs (longer vers.)
• EPXGST04: Generation Skipping Issues Facing ILITs (incl. overview and quiz)
• EPXIDEAS: Steps to Ensure Estate Success
• EPXIDEA2: Steps to Ensure Estate Success (alt. vers.)
• EPXQPRT: Bolting the Door on QPRTs?
• EPXSURT1: The Transfer Tax Surtax—An "Average" Benefit for Large Estates? (longer vers.)
• EPXSURT2: The Transfer Tax Surtax—Advantage Large Estates? (shorter vers.)