Personal Financial Planning

Estate Planning__|__Financial Planning__|__Retirement Planning

Estate Planning

Date / Name of Publication	Description of Article
2004 Focus on Tax	Summary of Estate Planning
2004 Focus	Who needs a will? (And what's the rush?)
2004 Focus	Untangling the inherited IRA
2003 Focus	How a QTIP Trust Protects Your Spouse And Children From a Prior Marriage
2003 Focus	In Charities We Trust: Add CRTs and CLTs to Your Estate Planning Mix
2003 Focus	Giving more with the GST exemption
2002 Focus	Is Your Estate Plan Up to Date?
2002 Valuation Concepts	Are FLP discounts shrinking?
2002 Focus	What's in a name? Understanding property interest laws simplifies estate planning
2002 Focus	Uncle Sam gets aggressive with passive activity
2002 Valuation Concepts	Bumpy economy underscores importance of valuation date
2002 Valuation Concepts	IPO study update confirms marketability discount
2001 Valuation Concepts	Stock valuations after Simplot
2000 Focus	Tax and estate planning issues that arise during divorce
2000 Focus	Proceed with caution when donating your car to charity
2000 Focus	Choose the right type of life insurance for your estate plan

Financial Planning

Date / Name of Publication	Description of Article
2004 Focus	Who needs a will? (And what's the rush?)
2003 Focus	Invest in Your Child's or Grandchild's Education
2003 Focus	Avoid a Chaotic Tomorrow With Long-Term Disability Insurance Today
2003 Focus	Giving more with the GST exemption
2002 Focus	Start a Hassle-Free "Foundation"
2002 Focus	Pay now for peace of mind later protect yourself with long term care insurance
2001 Focus On Lenders	Are you stress-testing your portfolio?
2000 Focus	Are your children "money smart?" Educating young investors today can lead to large payoffs in the future
2000 Focus	Digging out from a financial paperwork avalanche
2000 Focus	Just say 401(k): Knowing and improving your plan

Retirement Planning

Date / Name of Publication	Description of Article
2003 Focus	When putting all your eggs in one basket makes sense Consolidating retirement accounts
2002 Focus	Make Your Move--Wisely
2002 Focus	Communicate, But Don't Advice
2002 Focus	Pay now for peace of mind later protect yourself with long term care insurance
2002 Retirement Plan Connection	Periodic evaluation of your plan
2001 Retirement Plan Connection	Who pays which 401(k) plan costs?
2001 Retirement Plan Connection	Self-Directed brokerage accounts
2001 Retirement Plan Connection	Is automatic enrollment of employees a good idea?
2001 Retirement Plan Connection	Sweeping changes in the 2001 Tax Act

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