Quantcast Newsletters | Seattle Washington Estate Law | Issue, Insurance, Derek, Education, Jensen, Vehicles, Clients
 
 

Newsletters

Written by Derek W. Jensen   
Wednesday, 28 February 2007 00:00
Volume 2, Issue 2

This month's issue of The Wealth Counselor examines the unique planning requirements of families with children, grandchildren or other family members (such as parents) with special needs. There are many misconceptions in this area that result in costly mistakes in planning for these special needs beneficiaries. It is therefore incumbent upon us - the client's advisors - to ensure that clients understand all of their options.

COSTLY MISTAKE #1: Disinheriting the child....

Read more...
 
Written by Derek W. Jensen   
Wednesday, 31 January 2007 00:00
Volume 2, Issue 1

Last month's issue of The Wealth Counselor examined the various educational savings vehicles available to clients, including 529 plans, UGMA/UTMAs, Coverdell Education IRAs and life insurance. Using life insurance as an education savings vehicle prompted several questions about other uses for life insurance. Therefore, this issue of the Wealth Counselor examines some of these other common uses for life insurance, the only asset class that can ensure the completion of proper...

Read more...
 
Written by Derek W. Jensen   
Friday, 29 December 2006 00:00
Volume 1, Issue 3

Last month's issue of The Wealth Counselor examined the many benefits of 529 Plans, including the income tax and gift and estate tax benefits of these popular educational savings vehicles. There are, however, several other educational savings vehicles that clients should consider; this issue examines some of these other vehicles - and the advantages and disadvantages of each.

Why is saving for education so important? According to the College Board, the average cost of a...

Read more...
 
 
 
Written by Derek W. Jensen   
Wednesday, 01 November 2006 00:00
Volume 1, Issue 2

Whether your client is a parent with future educational obligations for young ones, or perhaps a loving aunt, uncle, grandparent, or stepparent, now more than ever 529 plans are an attractive tool for the escalating costs of education, as well as for income and estate planning purposes. This is because one of the hidden gems of the new Pension Protection Act of 2006 (signed into law on August 17, 2006) is a provision that makes permanent the income-tax-free growth of...

Read more...
 
Written by Derek W. Jensen   
Sunday, 01 October 2006 00:00
Volume 1, Issue 1

The new Pension Protection Act of 2006 (signed into law on August 17, 2006) creates significant planning opportunities for advisors and their clients who understand it. This newsletter focuses on two key provisions: (1) non-spousal rollovers from a qualified plan to an inherited IRA and (2) charitable contributions of IRAs during lifetime.

Non-Spousal Rollovers from Qualified Plans
In the past, only a surviving spouse could roll over a qualified plan (for example, a...

Read more...
 
 
 
<< Start < Prev 1 2 3 4 5 6 7 8 Next > End >>
Page 8 of 8

Locations

Seattle
1833 N 105th St., #301
Seattle, Washington 98133
Phone: (206) 547-1412

Redmond
By Appointment Only
8201 164th Ave NE Ste 200
Redmond, Washington 98052
Phone: (425) 698-2214