"The Estate Planner" – July/August 2013


In this issue:

- The BDIT: Have Your Cake And Eat It Too

- Should You Consider A Roth IRA Conversion?

- Using An FLP As An Income Tax Planning Tool

- Estate Planning Red Flag – Your Will Contains A Formula Clause

- Excerpt from: Should You Consider A Roth IRA Conversion?

A main objective of an estate plan is to preserve wealth for your loved ones. There are many strategies to achieve this. If you have a large amount of funds in a traditional IRA — or in an employer plan that you intend to roll over into a traditional IRA — consider whether you might benefit from converting all or a portion of it to a Roth IRA. A conversion can allow you to turn tax-deferred future growth into tax-free growth and take advantage of a Roth IRA’s estate planning benefits.

Please see full newsletter below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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