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Planning For Real Estate With Estate Planning By By Nicole Soltau One of the most important considerations you will need to make in regards to your real estate holdings and your estate includes tax planning. If not handled properly, your estate could end up getting hit with significant losses due to taxes after your demise. To protect yourself and your estate against this possibility, it’s important to plan for your real estate with estate planning. First, it’s important to understand exactly what is and what it is not. goes far beyond the simple drafting of a will. In essence, an estate is the total property, both real and personal, that is owned by an individual prior to distribution through a trust or a will. The act of planning your estate involves distribution of the real and personal property to your heirs, taking into consideration all the applicable laws, regulations and possible tax considerations. The goal of is to preserve the most amount of your wealth possible for the intended beneficiaries; prior to your death. Due consideration of this must be entered into in order to avoid penalties related to certain Federal and State tax laws. Otherwise the property and wealth that you struggled to earn and obtain during your lifetime could easily be lost to the ravages of poor after your death instead of benefiting your heirs as
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you intended. Wills and trusts are two instruments which are commonly used in estate planning. They have different purposes and very different outcomes, however. Wills are subject to probate court and if they are contested; the result can be a length and costly legal battle. In some cases, the majority of an estate has been whittled away the costs associated with a contested will. It is possible in some situations to avoid probate through the use of a trust and therefore avoid the risk of a long drawn out and expensive legal battle. A trust is used when property is held by one or more persons for the benefit of one or more other persons known as beneficiaries. The holder may be a separate trustee or a beneficiary. A trust is commonly used when there are minor children as heirs; although it could be used for other purposes. Other considerations to avoid possible negative tax impacts on you real estate include lifetime gifts and gifts made while you are still alive. In some cases you may find that charitable gift contributions are a good way to go because you can take advantage of immediate tax savings as well as future tax savings. Under some circumstances you may be able to avoid the capital gains tax you would accrue if you sold a property as well as take an income tax charitable deduction for the property’s full market value when you use it to make an outright gift. Since the property will be removed from you estate, this will also provide future tax savings. Some individuals also choose to plan for their real estate by generating income through a charitable remainder in order to receive income either for life or during a specified term of years. If you own real estate it is critical that you take care of it with carefully crafted early on. This can help you to anticipate economic changes without being hit with severe economic impacts later on. Nicole Soltau is the President and Founder of CreditUnionRate.com.
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Paulson nixes Big Three bailout
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November 18, 2008, 12:55 PM EST
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BlackRock latest firm to slash jobs
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Execs charged with multimillion-dollar fraud
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The Securities and Exchange Commission today charged four financial services workers with engaging in a fraudulent scheme to overvalue ...
Barclays hops on no-bonus bandwagon
Barclays hops on no-bonus bandwagon
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Barclays PLC said that it won’t pay its top executives an annual bonus this year, following similar announcements by the The Goldman Sachs ...
Oppenheimer & Co. charged with ARS fraud
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Institutional investors calmer amid chaos
Institutional investors calmer amid chaos
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November 18, 2008, 2:16 PM EST
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After a precipitous drop last month, confidence among institutional investors across the globe declined only slightly in November, ...
Tortoise and Hare race for Morningstar
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Consumer-directed health plans gain traction
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Bummed builders look to government for aid
Bummed builders look to government for aid
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November 18, 2008, 3:36 PM EST
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Homebuilder sentiment in November sank its lowest level since January 1985, as shaken builders seek assistance from a higher power.
...
Energy price drop deflates inflation
Energy price drop deflates inflation
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Index annuities see third-quarter uptick
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Index annuity sales crept up during the third quarter, hitting $6.7 billion, according to data from AnnuitySpecs.com of Pleasant Hill, Iow...
Yearend tax issues
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Merril reps overwhelmingly go for BofA deal
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Wall Street giants' estimates slashed
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November 17, 2008, 3:09 PM EST
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Morgan Stanley and The Goldman Sachs Group Inc. both had their fourth-quarter estimates cut by analysts in research notes published today.
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Schwab’s Goldman exits as RIA unit reorganizes
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Charles Goldman, 47, executive vice president of Schwab Institutional, who has run the registered investment adviser business of The ...
Goldman execs just say no to bonuses
Goldman execs just say no to bonuses
By Aaron Siegel
November 17, 2008, 12:51 PM EST
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Seven top executives at The Goldman Sachs Group Inc. of New York have asked not to receive bonuses this year, as the financial-markets crisis ...
Citi's Pandit to ax 52,000 jobs
Citi's Pandit to ax 52,000 jobs
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November 17, 2008, 11:32 AM EST
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Citigroup Inc., the financial services behemoth, will cut up to 50,000 jobs as the company aims to lighten its balance sheet amid poor credit ...
Japan enters recession territory
Japan enters recession territory
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Putnam shakes up lagging equity division
Putnam shakes up lagging equity division
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November 17, 2008, 12:29 PM EST
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In a bid to boost its lagging fund performance, Putnam Investments of Boston announced today that they are merging six equity funds, moving ...
SEC calls Maverick owner out of bounds
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Four carriers take refuge under TARP
Four carriers take refuge under TARP
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November 17, 2008, 11:24 AM EST
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Four more insurers have lined up to become banks in the hopes of qualifying for some money from the Treasury’s Troubled Asset Relief Program...
Art with a wine twist
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Schwab’s Goldman exits as RIA unit reorganizes
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Stocks drop on recession fears, Citigroup cuts
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US stocks fell today on fears of a global recession while Citigroup Inc. announced plans to cut 52,000 jobs...
Schwab turns down slice of bailout pie
Schwab turns down slice of bailout pie
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The Charles Schwab Corp. will not apply for funds under the Department of the Treasury's $700 billion Troubled Asset Relief Program, the ...
UBS joins 'no bonus' club
UBS joins 'no bonus' club
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November 17, 2008, 3:07 PM EST
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Top executives and senior managers at UBS AG will not receive bonuses in 2008, the company said today.
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Health care is a right, not an option
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Wash sale was defined incorrectly
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The week ahead
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NOV. 17
Industrial-production figures for October are slated for release at 9:15 am ET. The Practising Law Institute's two-day seminar on Understanding Securities Law 2008 begins ...
Investors scramble to find safety in 529s
Investors scramble to find safety in 529s
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November 16, 2008, 6:01 AM EST
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Politics is not the only place where people are ...
John Hancock makes room for independent reps
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Dramatic move signals an about-face for the captive carrier
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November 16, 2008, 6:01 AM EST
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John Hancock Financial Services Inc. today will announce a dramatic ...
SEC takes a step backward on disclosure
SEC takes a step backward on disclosure
November 16, 2008
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In a move that has received scant public attention, the SEC this month put into place changes that could harm investors. Specifically, an SEC interpretive release on ...
College gives leg up
College gives leg up
By Aaron Siegel
November 16, 2008, 6:01 AM EST
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The College for Financial Planning is "significantly expanding" its scholarship program to help fund the education of current and future financial planners ...
REIT insiders buy shares despite market turmoil
REIT insiders buy shares despite market turmoil
Actions could signal share price upswing
By Janet Morrissey
November 16, 2008, 6:01 AM EST
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If actions speak louder than words, then the stock-buying activity of certain real ...
Investor and adviser viewpoints
Investor and adviser viewpoints
November 16, 2008, 6:01 AM EST
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Surveys conducted between Nov. 3, 2008 and Nov. 12, 2008. Investor data was gathered by an unaffiliated third party, TNS Custom Research, Inc., on behalf of ...
Investing for social impact lures investors
Investing for social impact lures investors
Aim is to identify underserved communities in the United States and internationally
By Scott J. Budde
November 16, 2008
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Community and proactive investing refers to [socially ...
Investors shying away from mutual funds
Investors shying away from mutual funds
CDs, annuities, ETFs gain ground in battle for investor assets, study finds
By Sue Asci
November 16, 2008, 6:01 AM EST
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Investors are shifting away from mutual funds toward certificates ...
Performance reporting is not cutting it for clients
Performance reporting is not cutting it for clients
Financial advisers have begun to select software that can produce daily reports
November 16, 2008, 6:01 AM EST
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The market turmoil is revealing deficiencies in the portfolio ...
ICI plan could force smaller 401(k) record keepers to close
ICI plan could force smaller 401(k) record keepers to close
They are concerned about program's expense
By Sara Hansard
November 16, 2008, 6:01 AM EST
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Small- and mid-size record keepers that administer 401(k) programs for ...
Tax-managed funds ranked by YTD performance
November 16, 2008
Tax-managed funds ranked by YTD performance
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Rank
Fund
Ticker
Assets ($M)
% change YTD
% change 1-year
% change 3-year
Expense ratio
Toll-free number
Portfolio manager
1
Alpine ...
Investors sticking with stock funds
Investors sticking with stock funds
Stabilizing effect of retirement plans helps
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November 16, 2008, 6:01 AM EST
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Despite the wild markets, investors are not abandoning stock mutual funds. Mutual fund ...
Ethics law is all style, no substance
Ethics law is all style, no substance
By Jim Pavia
November 16, 2008, 6:01 AM EST
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Members of Congress should use common sense when it comes to congressional felons. The recent conviction of Sen. Ted Stevens, R-Alaska, is just ...
Recruitment deals slim down
Recruitment deals slim down
The weak market and industry turmoil have crimped offers
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November 16, 2008, 6:01 AM EST
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The bull market in broker recruitment deals has peaked. A weak stock market, the slowing ...
People
People
November 16, 2008, 6:01 AM EST
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Transamerica Retirement Services of Los Angeles has named Jennifer Giampaolo, 32, regional vice president of the New England office, which is based in Needham, Mass. She has more than 10 yea...
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The market slump forces financial advisers to rethink retirement allocations
$700 billion bailout is inadequate, top executives say
$700 billion bailout is inadequate, top executives say
A trillion dollars may be needed to turn around economy, they contend
By Jed Horowitz
November 16, 2008, 6:01 AM EST
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Top executives in the investment banking and legal ...
Sale of Neuberger Berman not quite a done deal
Sale of Neuberger Berman not quite a done deal
Carlyle, former chief of Neuberger challenge sale
By David Hoffman
November 16, 2008, 6:01 AM EST
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CORRECTION
This article incorrectly reported that on Oct. 17, the US Bankruptcy ...
Retirement Holy Grail is secure income
Retirement Holy Grail is secure income
By Sara Hansard
November 16, 2008, 6:01 AM EST
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With defined contribution plan assets projected to be the primary source of retirement income other than Social Security in coming years, ...
Muni market could benefit from Obama's promise
Muni market could benefit from Obama's promise
His pledge to upgrade infrastructure may mean more money for states
By Aaron Siegel
November 16, 2008, 6:01 AM EST
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It will be a boon for the municipal bond market if President-...
Charitable donors re-evaluating philanthropic plans
Charitable donors re-evaluating philanthropic plans
Wealth managers offer strategies to give while market takes
By Charles Paikert
November 16, 2008, 6:01 AM EST
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Wealth managers who work with high-net-worth charitable donors ...
What I learned in going independent
What I learned in going independent
By Kenneth R. Heck
November 16, 2008
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Last year, my father, brother and I decided to start our own investment advisory company. Had we known then what we know now, we would have made only one ...
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