In This Issue:

- The basics of basis: Basis planning can result in significant tax savings

- Does a private annuity have a place in your estate plan?

- Estate tax relief for family businesses

- Estate Planning Pitfall: Your IRA owns real estate

- Excerpt from Estate Planning Pitfall: Your IRA owns real estate:

An IRA is a powerful financial planning tool that allows you to save for retirement, or provide benefits for your heirs, on a tax advantaged basis. Most people invest their IRA funds in stocks, bonds and mutual funds. But others opt for nontraditional investments, such as real estate, in the hope of boosting their returns....