November 11, 2006

Financial planning for seniors - Forbes.com - MSNBC.com

At this stage in life, estate planning is critical, and a living trust warrants consideration. A will states what you want done with your assets after death.

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December 19, 2006

Understanding the Gift Tax

Here's a good intro to the gift tax:

Understanding the Gift Tax - Kiplinger.com


Understanding the Gift Tax
Kiplinger.com, DC - Dec 11, 2006
By Mary Beth Franklin. One of the least understood tax rules is the federal gift tax. It's particularly important to pay attention to gift tax rules now.

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December 9, 2006

Quinn: Social Security Isn't Doomed - Newsweek Columnists - MSNBC …

Take Social Security's sacred trust fund. Back in 1994, the trustees expected it to run dry in 2029 … lifetime incomes we're getting from Social Security as a result of retiring earlier and living so …

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November 29, 2006

Wealthy losing faith in Wall Street - Personal Finance - MSNBC …

Wealthy losing faith in Wall Street Survey finds 79 percent do not trust corporate management … Appalachian Trail seen as a living laboratory • …

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November 13, 2006

Are there tax consequences to the recipient of a gift? - Living Trust Network

Are there tax consequences to the recipient of a gift?Living Trust Network, CT - Nov 13, 2006… Attorney Pancheri is also the CEO of the Living Trust Network, LLC. … Attorney Pancheri is also the CEO of the Living Trust Network, LLC. …

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November 7, 2006

How to sell property held in living trust - Mortage 101

How to sell property held in living trustMortage 101 - Nov 7, 2006DEAR BOB: You have said several times the way to convey title to real estate into a living trust is by a quitclaim deed signed and notarized by the owner. …

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November 3, 2006

Living Trust Network - Living Trust Network

Living Trust NetworkLiving Trust Network, CT - Nov 3, 2006If you want to know how to manage a living trust for the benefit of a surviving spouse, then the Living Trust Network's current "Meet Me At The Forums …

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November 2, 2006

A financial primer for same-sex couples - Personal Finance - MSNBC …

A living trust should be used with a pour-over will, which will cause any assets left out to "pour over" into the trust after you die. Advance health-care directive; health-care authorization proxy …

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October 22, 2006

North Carolina Shuts Down Living Trust Scheme - Consumer Affairs

North Carolina Shuts Down Living Trust SchemeConsumer Affairs - Oct 22, 2006… Once the paperwork for the living trust was complete, a Heritage sales agent delivered it to the consumer. Cooper contends that …

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October 18, 2006

Give books a look before setting up a living trust - Akron Beacon Journal

Give books a look before setting up a living trustAkron Beacon Journal, OH - Oct 18, 2006A living trust offers a solid financial alternative to the standard will and provides the quickest way for property to pass on to a family member or beneficiary …

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