Irvine Blackman, Brian I. Whitlock

Sleepless in Estate Planning

Overlooking valuable tax strategies will cost you more than just some shut-eye.

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Missed Opportunities

Finished your estate plan? You may be overlooking some potential tax breaks.

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Converting an IRA from a Tax Loser to a Tax Winner

“Stretching” your traditional retirement account reduces the distributions you are required to take from it each year.

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Crash Landing

A buy/sell agreement is one strategy for maintaining control of a family business in the event of a divorce.

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The Annuity Tax Trap

Some insurance products, like deferred annuities, come with tax consequences that can be avoided with other products.

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Escaping the Double-Tax Trap

Put retirement funds to use in a rescue plan that minimizes the tax impact and maximizes the payout to your family.

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Turning Life Insurance Lemons into Lemonade

Use these strategies to multiply the money you will leave to your heirs.

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Buy/Sell Agreements

Whether your company has one or a dozen shareholders, a solid succession plan, sometimes including formal transfer arrangements, is a requirement for its continued success.

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2014’s Top Tax Strategies

These techniques, combined with traditional estate plans, helped readers save on taxes or create tax-free wealth last year.

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Business Succession

This three-step plan will get your company and estate into the hands of your heirs with as little tax burden as possible.

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Non-Smoking Benefits Beyond Your Health

So you quit smoking. With a little help, you can realize other advantages from this feat—namely, cheaper life insurance.

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It’s Worth Breaking from Tradition

Traditional estate planning strategies don’t do enough to preserve your wealth for your heirs.

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