Index

  • Advance medical directives
  • Advisers, professional
  • Affidavit of trust
  • American Opportunity Tax Credit (AOTC)
  • American Taxpayer Relief Act of 2012
    • business and corporate tax relief
    • capital gains tax rates and qualified dividends
    • educational provisions
      • education IRA
      • miscellaneous provisions relating to education
      • Section 529 plans
    • estate, gift, and generation-skipping transfers
      • estate-planning issues
      • planning considerations
      • planning with portability
    • marginal ordinary income tax rates
    • net investment income (NII) 3.8 percent tax on
  • Annuities
    • private
  • Apolinsky, Harold
  • Asset protection strategies
    • domestic asset protection trusts (DAPTs)
    • foreign asset protection trusts
      • basics of
    • fraudulent transfers
      • insurance
      • married couples, asset protection for
      • state exemptions
    • jointly held property
    • life insurance
    • limited liability entities
      • multiple
    • retirement plans
    • trusts
  • Beneficiary designations
  • Busby, Winston
  • Business and corporate tax relief
  • Business liability insurance
  • C corporation
    • advantages
    • best fit
    • disadvantages
  • Capital gains tax rates and qualified dividends
  • Cash value life insurance
    • survivorship life
    • universal life
    • variable life
    • whole life
  • Certificate of trust
  • Charitable lead trust
    • advantages
    • disadvantages
  • Charities, strategic planning with
    • charitable trusts, gifts using
      • charitable remainder annuity trust (CRAT)
      • charitable remainder unitrust (CRUT)
      • using for retirement planning
    • outright gifts to
      • appreciated property
      • cash
      • property
      • to public ...

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