Self Directed IRAs
Roth IRA
Traditional IRA
Iniherited IRA
Reverse Mortgage
Roth 401k
Borrowing from your IRA
Estate Planning
Social Security Benefits
Retirement Planning
Estate Planning Home Page
Latest Estate News
Estate Articles
Additional Resources
Want to Join the Moms?
Questions for CPA Moms?

  • Fair Market Value of an Estate
    Fair Market Value is defined as: "The fair market value is the price at which the property would change hands between a willing buyer and a willing seller, neither being under any compulsion to buy or...
  • Oklahoma Estate Planning
    Oklahoma Estate Planning
    Careful planning of your Oklahoma estate will take passion, dedication and experience. Because your estate has been worked for and paid off over the period of your life, it is...
  • Inheritance in O/R Mapping
    Object oriented applications usually have inheritance as an important part of their design, including in their domain objects. However, the corresponding data model has no built-in mechanism for specifying...
  • Estate Planning Overview , Part II
    Your Durable Power of Attorney For most people, the durable power of attorney is the most important estate-planning instrument available-even more useful than a will. A power of attorney allows a person...
  • The Living Will
    A living will is not about who inherits your stocks and bonds when you die and it doesnt designate who gets the family home or your mothers jewelry. What a living will does is establish your wishes about...
  • Inheritance taxes explained
    Reduce inheritance taxes by giving gifts!The inheritance tax is the same thing as the estate tax in the United States, but with a different name depending on the country that you are talking about. The...
  • When To Fund Your Living Trust - Part I
    I have received a number of emails lately about funding a living trust. Its a question that seems to confuse a lot of people because there appears to be several right answers. And, there are several right...
  • What is the Estate Tax?
    The Estate Tax is a tax on your right to transfer property at your death. It consists of an accounting of everything you own or have certain interests in at the date of death. The fair market value of...
  • Estate Planning for Santa Claus
    What if Santa and Mrs. Claus decided to do an estate plan? Although they would doubtless be great clients, the actual plan could be a challenge. What is the size of the Claus estate? It is extremely hard...
  • The Revokable Trust: Is it Really Revocable?
    The revokable trust, really spelled as the revocable trust, or the revocable living trust, but many refer to as the revokable trust or the revokable living trust, is a very popular and common estate planning...
  • Estate planning basics
    Greek philosopher Heraclitus had remarked that you cannot step into the same river twice i.e. time will never be the same... Change is the only constant factor and Death is the only certain thing...
  • Why, What and When You Need Estate Planning
    Sitting down with a financial advisor to plan the transfer of all of your personal assets upon the event of your death to your chosen beneficiaries is called estate planning. Successfully planning your...
  • Estate Tax: What It Is And How It Is Filed
    According to the Internal Revenue Service (IRS), an Estate Tax is a tax that is imposed on your right to transfer your property and belongings after your death. The individual who is in charge of handing...
  • Last Will And Testament Considerations
    Interest in a Last Will and Testament and other end of life planning documents skyrocketed during the coverage of Terri Schiavos case, but interest didnt always lead to action. It isnt that people laugh...
  • Estate Planning And The Revocable Living Trust
    What is a revocable living trust?

    According to Plan-My-Estate.com - With a Revocable Living Trust, you transfer the title of any of your assets (such as a house) from yourself as an individual, to yourself...
  • Estate planning basics
    Greek philosopher Heraclitus had remarked that you cannot step into the same river twice i.e. time will never be the same... Change is the only constant factor and Death is the only certain thing...
  • Last Will And Testament Considerations
    Interest in a Last Will and Testament and other end of life planning documents skyrocketed during the coverage of Terri Schiavos case, but interest didnt always lead to action. It isnt that people laugh...
  • Protect Your Legacy with Trusts
    Were you aware of the fact that almost 1 in 4 people over the age of 50 have a living trust? When used as a part of an estate conversation plan, tursts can help preserve more of your assets for your heirs...
  • Legal Wills In America - A Top Priority
    For most of us, life is hectic and we often put important issues such as preparing a legal will on the back burner. It is not a topic that most people like to think about, but the reality of having a legal...
  • Living Will Is An Answer To A Problem
    For many people, Terri Schiavo was the face of an emotional struggle over the right to live and the right to die. It sparked a heated global debate and inspired even the most apolitical citizens to take...
  • Say what? You Don't Have An Estate Plan . . . !
    If you havent taken the time to prepare your estate plan, youre not alone. According to a survey conducted by FindLaw.com, a whopping 55% of Americans havent even taken the time to have a will prepared,...
  • When is the return due?
    Generally, the estate tax return is due nine months after the date of death. A six month extension is available if requested prior to the due date and the estimated correct amount of tax is paid before...
  • Inheritance Tax, A Concise Guide
    With ever-increasing property prices, more and more peoples assets are now worth more than the inheritance tax threshold of £285,000, which has never been increased in proportion to the recent property...
  • What's New With Your Living Trust?
    Some time ago, Congress made certain changes to the estate taxes. As a result of the changes, effective January, 2004, the tax free amount increased to $1,500,000. (Back in 1997 it was $600,000.) This...
  • An Estate Planning Primer
    An estate is the total value of everything we own--and business and personal assets can add up quickly. Everyone has an estate. And realize it or not, everyone also has an estate plan. An estate plan can...
  • Is Estate Planning for Everyone?
    Many people think they dont need an estate plan. They relate the term to tax planning and feel that their estate is not big enough to bother. They therefore think estate planning has nothing to do with...
  • Inheritance taxes explained
    Reduce inheritance taxes by giving gifts!
    The inheritance tax is the same thing as the estate tax in the United States, but with a different name depending on the country that you are talking about. The...
  • 6 Reasons Why You Should Have A Living Trust
    If youve ever thought about a living trust, its probably because you hate the idea of going through probate. Living trusts have been heavily marketed on that basis over the past several years and, yes,...
  • The New Rage: Incentive Trusts
    Todays baby boomers want more out of their estate planning than just passing along an inheritance to their children. They also want to pass along their values - and theyre using incentive trusts to do...
  • Administration expenses can be deducted
    Expenses of administering an estate can be deducted either from the gross estate in figuring the federal estate tax on Form 706 , United States Estate (and Generation-Skipping Transfer) Tax Return, or...
  • Estate Planning & Living Trust Information
    There is often confusion, that estate planning is something only rich people or people in their later years need to take care of. This is a real problem because almost everyone but the very poor needs...
  • Your Yearly Living Trust Review
    Some time ago, Congress made certain changes to the estate taxes. As a result of the changes, effective January, 2004, the tax free amount increased to $1,500,000. (Back in 1997 it was $600,000.) This...



Privacy Policy .. About Us  .. Disclaimer ..  Copywrited 2005  - 2006 - Developed by  Tax Net Inc