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Advanced Search Results For "ESTATE planning"

1 - 10 of 32,554 results for
 "ESTATE planning"
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The 529 Plan as an Estate Planning Tool.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Sep2022, Vol. 76 Issue 5, p37-45. 9p.

Authors:

Abstract: This article explores the provisions of Internal Revenue Code (IRC) Section 529 that provide unprecedented estate management and educational assistance opportunities for a multigenerational family. The article begins with an examination of IRC Sec. 529...

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Why Are Private Equity Transactions Insured? A Neo-Institutional Theory Perspective.

Publication Type: Academic Journal

Source(s): Academy of Management Perspectives. Nov2022, Vol. 36 Issue 4, p968-983. 16p. 2 Charts.

Abstract: We employ, and build on, neo-institutional theory and strategic entrepreneurship thinking to explain the growing use of representations and warranty ("reps") insurance (RWI), an innovative product that mitigates the risks (costs) of legal disputes when...

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Deductive Reasoning: Premium Deductibility Fundamentals within a Business Setting.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Jul2022, Vol. 76 Issue 4, p28-32. 5p.

Abstract: Whether it be the general income-tax-free nature of death proceeds or the potential for tax deferral related to the inside buildup of cash value, life insurance has some distinct tax characteristics not inherent in other financial assets. And, while ce...

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Guiding Your Loved Ones through Tough Times: Estate Planning Considerations.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Nov2022, Vol. 76 Issue 6, p10-12. 3p.

Abstract: Wills and powers of attorney are two components of effective estate planning. Financial professionals are in a privileged position to identify roadblocks that prevent clients from establishing these critical components of an estate plan. When a client ...

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The Battle over Grantor Trusts.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Mar2022, Vol. 76 Issue 2, p11-14. 4p.

Abstract: We take a look at grantor trusts. We start with their history, then examine their role in estate planning, and finally look at 2021 proposed legislation concerning the grantor trust. [ABSTRACT FROM AUTHOR]

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Time to RESHOP Your HOME and AUTO INSURANCE.

Publication Type: Periodical

Source(s): Kiplinger's Personal Finance. Feb2022, Vol. 76 Issue 2, p40-44. 5p. 3 Color Photographs.

Authors:

Abstract: Home insurance deductibles can be set as a flat dollar amount, usually ranging from $1,000 to $2,500, or as a percentage of your home's replacement value; for auto insurance, deductibles typically go up to $1,000. "A lot of companies don't want to sell...

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Beyond Risk Shifting: The Knowledge‐Transferring Role of Audit Liability Insurers*.

Publication Type: Academic Journal

Source(s): Contemporary Accounting Research. Sep2021, Vol. 38 Issue 3, p2224-2263. 40p.

Abstract: RÉSUMÉ: Au‐delà du transfert de risque : le rôle que jouent les assureurs du domaine de la responsabilité de l'auditeur au chapitre du transfert des connaissances Les autorités de réglementation et les chercheurs ont tendance à se concentrer avant tout...

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Risk‐sharing rules and their properties, with applications to peer‐to‐peer insurance.

Publication Type: Academic Journal

Source(s): Journal of Risk & Insurance. Sep2022, Vol. 89 Issue 3, p615-667. 53p. 2 Charts.

Abstract: This paper offers a systematic treatment of risk‐sharing rules for insurance losses, based on a list of relevant properties. A number of candidate risk‐sharing rules are considered, including the conditional mean risk‐sharing rule proposed in Denuit an...

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Timeliness, Accuracy, and Relevance in Dynamic Incentive Contracts.

Publication Type: Academic Journal

Source(s): Foundations & Trends in Accounting. 2022, Vol. 17 Issue 1, p1-76. 76p.

Abstract: We examine managerial performance measures from the perspective of timeliness, accuracy, and relevance in multi-period incentive problems. Although many insights are general, we employ a simple linear framework where managerial actions do not affect ri...

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On the drivers of potential customers' interest in long‐term care insurance: Evidence from Switzerland.

Publication Type: Academic Journal

Source(s): Risk Management & Insurance Review. Fall2022, Vol. 25 Issue 3, p271-302. 32p.

Abstract: As the risks associated with aging start to materialize, societies become more aware of the financial consequences of long‐term care (LTC). While limited coverage is available through social insurance in many countries, attractive offers of private pro...

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