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For Professional Use Only
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 The
Remarkable Living Trustby Michael Vallone "There are many reasons to consider a Living Trust. A Living Trust eliminates the need for your heirs or surviving spouse to be subjected to the agony and unnecessary cost of probate; it ensures that you either pay no estate and inheritance taxes or at least minimize those expensive taxes. It provides a means for your assets to receive full "stepped-up valuation" - a most important tax benefit for avoiding unnecessary taxation of capital gains. ESTATE Planning Benefits With Layered Gratsby Myron Kove and James M. Kosakow Internal Revenue Code (Code) Section 2702, enacted in 1990 as part of Chapter 14 of the Code (Secs 2701 through 2704) is a gift tax provision which deals with transfers of interests in trust to or for the benefit of members of the transferor's family. Sec. 2702 applies to transfers after October 8, 1990. 
Risk Management/Liability
Controlby Edwin P. Morrow, ChFC, CFP, RFC In an increasingly litigious society, all professionals must protect their business and personal assets from claims. The initial response, of course, is to purchase adequate amounts of broad liability insurance coverage. While this is certainly the first step, there are inherent problems still to be overcome Vicinal Marketing--where
the roads to riches are footprintsby John H. Melchinger It's a lovely day in the neighborhood... and that's what vicinal marketing is all about -- developing the local area and the people in it as a market. Why vicinal marketing? How important can this be?
101 Direct Mail Tricks
Part 2 by Michael Lovas Before you can make a letter (or proposal) successful, you need to know how people read. What makes them keep reading? What makes them pause and pay attention? What makes them stop reading? What makes them fail to understand  BACK EDITIONSFebruary 1997 March 1997 April 1997 May 1997 June 1997 July 1997 August 1997 September 1997 October 1997 November1997 |
Executive Director of The Aegis Company The IRS has NEVER raised its right hand and promised to tell the truth, THE WHOLE TRUTH, and nothing but the truth.Those who are not specifically trained in the proper operation of business trust devices can rarely distinguish the IRS fact from IRS fiction, and only a business trust expert can point out the critical tax facts that the IRS doesn't mention at all.  The STRESS DOC is starting a Multi-Media Coaching for ConsultantsProgram, especially (though not exclusively) for allied/mental health professionals, organizational trainers and consultants, counselors and educators. For information on the products and instructional services, including one-on-one online consultation, bulletin board access and particpation in a chat/support group click here!  Maximize
Your Return When You Capitalize with Propertyby Jack Heller When you do such a transaction with a corporation in which you own 80% or more, the transfer is tax-free. How
Now, Sacred Cow? Tax Rules To Beef Aboutby Larry Elkin, CPA CFP Finding goofy rules in the tax code is a game everyone can play. Sure, there are plenty of ways the government sticks it to unwary taxpayers. But lots of other provisions let taxpayers with the right political demographics off the hook when broader policy needs might argue otherwise. The
Difference Between A Wish and A Goalby Sidney A. Friedman, CLU, MSFS, RHU, ChFC The wish is just a dreamy vague thing floating around out there somewhere. But a goal! A goal has a deadline.  HOLIDAY STRESS...Fact
of FRictionby Mark Gorkin, LCSW he Stress Doc makes a key existential distinction between holiday blues and holiday stress and provides clever strategies and verse for tackling "The Four 'F's of Holiday Friction: Fantasies, Family, Food and Finances."  HAPPY HOUR Just for Grins Frequently Asked Questions About Managed Health Care
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