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• Retirement Plan Distribution Rules Make Planning Easier ( June 2001 )
  

  The Internal Revenue Service recently issued new proposed regulations governing minimum required distributions (MRDs) from retirement plans and IRA accounts. The new regulations greatly simplify the rules governing these distributions. They will generally result in smaller minimum required distributions and provide greater retirement and estate planning flexibility for most individuals.

• Estate Planning with Insurance ( November 2000 )
  

  Introduction Estate planning often is not just as simple as having your family attorney draft you a will. It is .

• LIFE INSURANCE: Utilizing an Insurance Trust to Avoid Estate Taxes ( May 2000 )
  

  Life insurance often is a critical part of a properly structured estate plan.

• Rules Relating to IRAs ( May 2000 )
  

  The following is a synopsis of some of the rules relating to traditional IRAs which may be of interest to.

• Last Will And Testament ( March 2000 )
  

  A Last Will and Testament is the means by which a person disposes of property after his or her own death. T.

• Does This Apply To You? ( February 2000 )
  

  I want to control and protect my property while I'm alive, take care of me and my loved ones if I become disabled .

• Probate Property and Non-Probate Property ( December 1999 )
  

  Probate property is controlled by your will. Non- probate property is not controlled by your will.

• The Irrevocable Life Insurance Trust ( December 1999 )
  

  Among all the financial products consumers buy, life insurance is one of the most common.

• Y2K is it real? ( October 1999 )
  

  We know it is mechanical so there is a possibility that it is real based on that fact alone. Be able to rely on yo.

• IRA Planning Alternatives ( June 1999 )
  

  The tax laws relating to the IRA distribution rules are considered by some to be the most complex provisions in.