You are currently browsing the archives for the Estate Planning category.

Breaking News

Trade This Stock - The Mathematics of Should I Sell this Stock and Buy Another in a Taxable Account?

admin @ January 18, 2008 # One Comment

By John W. Eilers, Esq.

Trading stocks for a profit is anything but an exact science. Mathematics, however, can be applied to help the investor/trader analyze the opportunity presented and the cost of the decision to sell one security and to buy another. That cost the sale of an appreciated investment is made up […]

More on page 63

Pooled “Special Needs” Trusts

admin @ January 1, 2008 # No Comment Yet

By Mark S. Reckman

A trust is a special fund created for the benefit of someone who cannot or should not have unlimited access to large sums of money. Trusts are created by a written agreement – a trust agreement – which appoints a trustee to manage the funds. The agreement spells out who the money […]

More on page 34