billreinhardtlawblog.com
Real Estate – Bill Reinhardt's Law Blog
https://billreinhardtlawblog.com/category/real-estate
Bill Reinhardt's Law Blog. Real Estate and Estate Planning Advice You Can Count On. The Revocable Trust: A Better Option to Joint Ownership. April 17, 2016. The Revocable Trust: A Better Option to Joint Ownership. Understanding The Different Forms of Ownership on a Deed. April 17, 2016. Originally posted on Bill Reinhardt's Law Blog. Understanding The Different Forms of Ownership on a Deed. Biweekly Mortgage Payment Problems. September 14, 2015. Paying your mortgage every two weeks instead of monthly cou...
billreinhardtlawblog.com
News – Bill Reinhardt's Law Blog
https://billreinhardtlawblog.com/news
Bill Reinhardt's Law Blog. Real Estate and Estate Planning Advice You Can Count On. NY Times Article – Demanding Buyers slow down the real estate market. RIS Media Article- Sellers waiting to see how summer season goes before dropping prices. Overview of Revocable Trusts and Estate Planning. Http:/ www.smartmoney.com/personal-finance/estate-planning/too-rich-to-live/. Financial Reform-Likely Impact on Mortgages. Dead Ringers: Graverobbers turn to ID theft. Banks: We are hiring so we can make more loans.
aspen-group.blogspot.com
ASPEN Group Blog: May 2010
http://aspen-group.blogspot.com/2010_05_01_archive.html
Wednesday, May 26, 2010. ILITs: Not So Simple. Shows there's more to think about than you might think when planning based on a "plain old" Irrevocable Life Insurance Trust in this article. He wrote in 2009. Among the issues he raises:. The ASPEN Group at Ash Brokerage. Tuesday, May 11, 2010. ASPEN member exclusive resource: ALIRT Insurance Research. The ALIRT service consists of quarterly customized reports on a client universe of carriers and includes the following:. In addition, Ash Brokerage has negot...
aspen-group.blogspot.com
ASPEN Group Blog: July 2011
http://aspen-group.blogspot.com/2011_07_01_archive.html
Thursday, July 7, 2011. From FinancialCounsel.com - The ILIT Remixed: A Workshop With Vincent M. D'Addona. The ASPEN Group at Ash Brokerage. Applying Winning Fantacy Sports Strategies to Insurance Sales. More of a competition of mathematics, analytics, and gamesmanship than an appreciation or devotion to actual sports, fantasy sports has become a phenomenon since its advent 32 years ago, with an estimated 29 million participants in the US and billions of dollars exchanged annually.". Steven V. Gates.
aspen-group.blogspot.com
ASPEN Group Blog: On Wall Street: New York Life's Insurance Sales Soar 24% in 1Q
http://aspen-group.blogspot.com/2011/06/on-wall-street-new-york-lifes-insurance.html
Monday, June 20, 2011. On Wall Street: New York Life's Insurance Sales Soar 24% in 1Q. On Wall Street: New York Life's Insurance Sales Soar 24% in 1Q. New York Life's Insurance Sales Soar 24% in 1Q. New York Life Insurance Company said its individual life insurance sales rose 24% in the first quarter, helping the firm garner 12.1% of the overall market share among life insurance providers.". The ASPEN Group at Ash Brokerage. June 21, 2011 at 1:49 AM. Subscribe to: Post Comments (Atom). Transfer for Value;.
aspen-group.blogspot.com
ASPEN Group Blog: July 2010
http://aspen-group.blogspot.com/2010_07_01_archive.html
Tuesday, July 20, 2010. America’s Most Wealth Friendly States Continue to Bid for Your Clients’ Trust Business The Trust Advisor Blog. America’s Most Wealth Friendly States Continue to Bid for Your Clients’ Trust Business The Trust Advisor Blog. The Best States for Trusts. Number of Trust Cos. Time Zone (from NY). States: links to State Trust Statutes. The ASPEN Group at Ash Brokerage. Subscribe to: Posts (Atom). Needs Analysis; Calcs. Transfer for Value;. Trust and Estate Attorneys. Http:/ dai.ly/x2...
aspen-group.blogspot.com
ASPEN Group Blog: October 2010
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Tuesday, October 5, 2010. Shift to Wealthier Clientele Puts Life Insurers in a Bind - WSJ.COM. According to this WSJ article. The life insurance industry is responsible for the fact that "The richest Americans own over half of the tax-free investment gains built up in life insurance.". According to the authors, the industry has orchestrated a "years-long shift toward wealthier buyers" . and managed to keep the stratagem "all but unnoticed outside the industry.". For clues, let's review the authors' choic...
aspen-group.blogspot.com
ASPEN Group Blog: January 2010
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Friday, January 29, 2010. With a QTIP trust, the surviving spouse can be given a testamentary power to appoint gifts to a limited class of beneficiaries, including the surviving spouse. No person other than the surviving spouse can appoint any part of the QTIP trust property to any beneficiary or person other than the surviving spouse. Recall that qualified terminable interest property must:. The executor must affirmatively elect to have QTIP trust property qualify for the unlimited federal estate tax ma...
aspen-group.blogspot.com
ASPEN Group Blog: September 2010
http://aspen-group.blogspot.com/2010_09_01_archive.html
Wednesday, September 15, 2010. How Much Should You Invest In Annuities? How Much Should You Invest In Annuities? My objective here is to make your heirs completely indifferent (from a financial perspective) to how long you live. You could then be completely honest with them about your estate plans. You could remove much of the anxiety on their part about when they'd get their inheritance and how much. It would take some of the tension out of Thanksgiving dinner. The ASPEN Group at Ash Brokerage. New Jers...
aspen-group.blogspot.com
ASPEN Group Blog: December 2009
http://aspen-group.blogspot.com/2009_12_01_archive.html
Friday, December 18, 2009. After the IRS lost its $600 million challenge against a captive owned by. In 2001, the Service resigned itself to the legitimacy of captive insurance companies and soon thereafter abandoned its economic family challenges to captives. The IRS has since issued a great deal of guidance to assist captive owners in their proper structuring, management and reporting. Also supports the book. Steven Gates - Ash NY. The Beneficiary-Taxed Irrevocable Trust. Like an IDGT, the BETIR Trust ...
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