Archive for October, 2010


Reducing taxes through discounting

Reducing Transfer Taxes Through Discounting The preceding summary is intended to be a general discussion of the topic presented, and is based on our current understanding of applicable tax laws, regulations and rulings. In actual practice, the transaction discussed may be more complex and will require the attention and expertise


Flexible (ILIT) Irrevocable Life Insurance Trust

Flexible ILIT • An Irrevocable Life Insurance Trust (ILIT) is used to remove the death benefit from the insured’s estate for estate tax purposes. If the insured has an “incident of ownership” in the life insurance policy at death (or within 3 years prior to death) the death benefit value


School Counselors & Advice: What can go wrong

*FREE MP3 & PDF Report* A recently released study by Public Agenda illustrates what can go wrong when there are not enough school counselors to support students …. The result, as this study confirms, is a significantly decreased ability of school counselors to work individually with students in navigating the complex financial aid and college admission process.

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