Your Children, Your Heirs - Market Research Reports - Research and Markets

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Your Children, Your Heirs

Description:

Disinherit the IRS and pass your wealth directly to your heirs! There are literally dozens of legitimate ways to shelter your assets, disinherit the IRS and make sure your heirs get up to 100 percent of your money. This best-selling report explains everything you need to do so that your heirs will reap the rewards of your life's work. All the prime ways to protect your wealth - trusts, wills, insurance and charity - are covered in detail.

Don’t accept the common myth that estate planning is synonymous with tax planning. If that were the case, only the “rich” would need to worry about their estates. Indeed, estate planning goes far beyond tax reduction, as you’ll see in this special report.

In essence, the purpose of estate planning is to make it easier for your assets to pass to your loved ones. Of course, you want to retain as many of those assets as possible, so you should try to minimize the tax burden. Yet it’s even more important to ensure that your assets are transferred to the intended recipients with a minimum of expense, delays or hard feelings. Moreover, you may want to give your heirs some help in dealing with their inheritance, no matter whether they receive $1,000 or $1 million.

Unfortunately, the recent bear market has sharply reduced the size of many estates. Even though stocks will eventually rebound, people who thought they might leave their heirs $1 million now suspect that their bequests will be $750,000, $500,000 or even less.

No matter how large your estate, though, it’s vital to plan for a smooth transfer of your assets and provide for your loved ones. After your estate has been allocated and the precise numbers long forgotten, you want your heirs to remember you for thoughtfully making the situation as seamless as possible for them.

Ultimately, that’s the best legacy you can leave.

Contents:

THE BEST LEGACY OF ALL
- Who Are Your Heirs?
- Planning Through Life’s Cycles

1. BEGIN WITH THE BASICS
- The Painful Bite of Estate Taxes
- Table 1: Estate Tax Exemption and Rates
- How to Shelter $7 Million
- Bypass Trusts Can Be Lifesavers
- No Rest From the IRS
- A Matter of Trust

2. WHEN YOUR FIRST CHILD IS BORN
- Life Insurance: How Much Do You Need?
- Tailoring Your Coverage
- Start Out With Term Insurance
- Table 2: Present Value Factor Table
- Best Estate Tax Shelter: Your Spouse

3. WHEN THERE’S A WILL
- Which Assets Are Covered
- Drafting Your Will
- Naming an Executor

4. SCHOOL DAYS: A TIME OF CHANGE
- Stepping Up to Permanent Life
- Permanent Life vs. Term
- Reasonable Returns
- When to Change Your Will
- Setting Up a Minor’s Trust
- How to Avoid Probate Costs
- Using Powers of Appointment

5. HIGH HOPES FOR YOUR TEENAGERS
- Variable-Life Puts You in Charge
- Saving for College: Section 529 Plans
- Deferred Annuities: Another Option
- Why Life Insurance Is Better
- Charitable Bequests

6. THE COLLEGE YEARS: TIME FOR HIGHER MATH
- Trim Your Estate, Year by Year
- Putting Your Trust in Trusts
- Establishing a GRAT
- GRATs Useful in Family Business Succession

7. FINALLY, THE KIDS ARE GROWN
- Protection via a QTIP Trust
- Survivorship-Life Helps Pay Taxes
- Life Insurance Trusts
- Help for Your Surviving Spouse
- No Trust, No Control
- Ease Estate Tax Bite on Your Pension
- Turn Your IRA Into a Money Machine
- Uniform Table
- Private Annuity: Three-Way Tax Avoidance

8. WHEN THE GRANDCHILDREN ARRIVE
- Charitable Lead Trusts
- Table 3: Discount Rate Impact
- Take Now, Give Later in CRTs
- Paying the Price
- Avoiding the Crackdown on CRTs
- Jumping Into the Pool
- The Waiting Game With CGAs
- Building a Dynasty
- Asset Protection in Some States

9. TAKING CARE OF BUSINESS
- How to Keep Your Company Intact
- Selling the Business
- Don’t Come Up Short
- Anti-Antifreeze Strategies
- How to Defer Estate Taxes
- Split-Dollar May Keep Company Whole
- Win the Giveaway Game
- All-in-the-Family Sales

10. PUTTING THE PIECES TOGETHER
- Take the Easy Steps First
- Early Distributions, Earlier Taxes
- Don’t Starve the Estate

APPENDIX: LAST WILL AND TESTAMENT OF JOHN DOE

INDEX

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