issuesforadvisors.blogspot.com
ISSUES FOR ADVISORS: December 2008
http://issuesforadvisors.blogspot.com/2008_12_01_archive.html
Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. FDIC (and other) Federal Insurance Coverage For Ba. Monday, December 1, 2008. FDIC (and other) Federal Insurance Coverage For Bank Deposit Accounts. Coverage for Trust accounts. Is not measured by the account holder. Instead, Trust accounts are covered up to $100,000 per beneficiary, even if they do not have a current right to receive or withdraw from the account. These rules do not make complete s...
issuesforadvisors.blogspot.com
ISSUES FOR ADVISORS: February 2009
http://issuesforadvisors.blogspot.com/2009_02_01_archive.html
Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. Why Should Clients Have Severance Agreements Revie. Monday, February 16, 2009. Why Should Clients Have Severance Agreements Reviewed? Sad, but current, reality is the “downsizing,” “right-sizing” and closure of businesses due to the severe economic downturn we are facing. I have had the unfortunate occasion to review a number of severance agreements. A primary purpose of severance agreements is to i...
issuesforadvisors.blogspot.com
ISSUES FOR ADVISORS: FDIC (and other) Federal Insurance Coverage For Bank Deposit Accounts
http://issuesforadvisors.blogspot.com/2008/12/fdic-and-other-federal-insurance.html
Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. FDIC (and other) Federal Insurance Coverage For Ba. Monday, December 1, 2008. FDIC (and other) Federal Insurance Coverage For Bank Deposit Accounts. Coverage for Trust accounts. Is not measured by the account holder. Instead, Trust accounts are covered up to $100,000 per beneficiary, even if they do not have a current right to receive or withdraw from the account. These rules do not make complete s...
issuesforadvisors.blogspot.com
ISSUES FOR ADVISORS: November 2009
http://issuesforadvisors.blogspot.com/2009_11_01_archive.html
Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. Its Not About the Paper (Its ALL About the Servi. Wednesday, November 25, 2009. It's Not About the Paper (It's ALL About the Service). Ecently, a new client asked me to review an Estate Plan prepared by another attorney. Why would they be bringing it to another attorney for review? O what was the problem? S another year nears its end, I am moved to re-commit myself to provide superior service to cli...
issuesforadvisors.blogspot.com
ISSUES FOR ADVISORS: July 2006
http://issuesforadvisors.blogspot.com/2006_07_01_archive.html
Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. ILITS: Keeping “Crummey” Trusts from turning “Cru. Saturday, July 1, 2006. ILITS: Keeping “Crummey” Trusts from turning “Crummy.”. Hese are all details which may “break” the trust if not properly attended to. It is important, when advising clients, that they be made aware of the importance of these details, and the need to maintain vigilant observance during the life of the tru...SVSU CFP Education...
issuesforadvisors.blogspot.com
ISSUES FOR ADVISORS: February 2008
http://issuesforadvisors.blogspot.com/2008_02_01_archive.html
Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. Dismaying New Rules for Employer-Owned Life Insura. Friday, February 1, 2008. Dismaying New Rules for Employer-Owned Life Insurance. Like life insurance proceeds in the hands of individuals, the proceeds of such business-owned policies have always been income tax free under §101(a) of the IRC. Now, Congress has set a major trap for the unwary! Under §101(j), in order for such proceeds to be re...
issuesforadvisors.blogspot.com
ISSUES FOR ADVISORS: September 2006
http://issuesforadvisors.blogspot.com/2006_09_01_archive.html
Andy Richards' MICHIGAN ESTATE PLANNING BLOG. SMITH, BOVILL P.C. LAW FIRM. ISSUES FOR ADVISORS RECOMMENDS. Annuities: Tricks and Traps. Friday, September 1, 2006. Annuities: Tricks and Traps. Nnuities present some unique opportunities for your clients. But for the unwary agent and client, they also present some dangerous pitfalls. The Annuity enjoys its own multiple-page, multiple-subsection, provision in the Internal Revenue Code. Posted by Michigan Estate Planning. Subscribe to: Posts (Atom). Michiga...