Sellers, CPA, AEP states "We are honored to admit Randy Zipse as a member of The Estate Planning
Hall of Fame Class of 2014.
Your estate planning
should also address the coordination of the way you hold title to your various assets, your beneficiary selections and the possible transfer of certain assets while you are alive.
There are multiple variables that can cause estate planning
issues to surface and just as many excuses to decide to avoid planning an estate.
The Pikesville, Maryland, couple began to focus on estate planning
shortly after they married in June 1999.
In New York and New Jersey in particular, the low threshold for State Estate Taxes makes estate planning
Pre-marriage estate planning
documents (including beneficiary designations on retirement accounts and life insurance) usually do not reflect post-marriage intentions.
Sales pitches also are used by promoters of estate planning
services, such as living trust seminars, or the ever-growing number of firms and advisers that are pitching a particular estate or other tax planning techniques, such as the private annuity trust, which is a hot trend.
Repeal of Estate Tax Could complicate Estate Planning
Financial planners should review existing estate planning
Vern Kozlen, executive vice president of City National Investments, said successful estate planning
involves the transfer of a person's assets to his or her beneficiaries quickly and with minimal tax consequences.
Nor is estate planning
something to do in cookie-cutter fashion and without forethought.
A wide selection of educational offerings for Continuing Professional Education (CPE) credit as well as a special offering of the Institute for Business, Financial and Estate Planning
Symposium, will be provided at the National Society of Accountants' 2000 Annual Convention.