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Case Studies and Position Papers from Pearson Financial Services


Typical Defined Benefit Clients
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Putting a value on your value: Quantifying Vanguard Advisior's Alpha
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16 Strategies for Avoiding Estate Taxes #10
Changing the Remainder of a Charitable Remainder Trust (CRT) to a Family Foundation at an Appropriate Time has Significant Benefits Family. Foundations Can be Instructive for Children Likely to Inherit Wealth

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16 Strategies for Avoiding Estate Taxes #9
Using Multiple Crummey Trusts:
Removing taxable assets from an estate using the gift tax exemption can greatly benefit the heirs

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A Well Managed Bond Ladder Can Reduce Interest Rate Risk:
It is a strategy that can add value no matter which way rates move.

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When the Perfect Storm of Financial Challenges Hits Financially Prudent Families:
Careful, living-within-their-means families are being overwhelmed by financial demands in every aspect of their lives. What can they do?

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Sixteen Strategies for Avoiding Estate Taxes: #8
It’s all About Avoiding Transfer Taxes :
A Valuable Resort Business Can Be Given to the Children Without Gift Taxes

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16 Strategies for Saving Estate Taxes #3
How to Escape Transfer Tax on Appreciation Using a Dynasty Trust:
Scare tactics won’t get you to establish a trust, but simple math should.

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16 Strategies for Saving Estate Taxes #2 – Lifetime Gifts:
Giving inheritances before you die can help avoid a significant tax bite.

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16 Strategies for Saving Estate Taxes #1 -- Credit Shelter Trusts:
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When an Income Annuity's Return Matters, Invest with Harvard's Endowment:
Wharton Research Shows Income Annuities as Cost Efficient Sources of Lifetime Income
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The Best Option for Leaving Assets to Your Family is Inside a Dynasty Trust. But how do you convince your children to leave the assets there?
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Financial Opportunity is Just Like Our Aging Bodies…
If You Don’t Use It, You Lose It.

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Private Annuities and Charitable Remainder Trusts Offering Similar Tax Advantages Are Often Overlooked in Current Rush to 1031 Exchanges.
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Retiree Loses Nearly Half of Pension Through Bankruptcy of Former Employer: Accessing Assets Tied Up in Home Equity Becomes Essential.
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Trust in an Advisor Matters When Estate Planning Details Confuse Those Left Behind. Sources of income may change after the death of a spouse.
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Lines of Credit on Appreciated Real Estate Will be Key to
Boomer Lifetime Income Planning.

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There are Multiple Financial Challenges When Affluent Seniors Decide to Remarry: Protecting Yours, Mine and Ours Takes Careful Planning.
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Start Planning Your Retirement Real Estate Transactions:
The best strategies take time and can save or defer significant capital gains taxes.

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Suspension of Bill to Eliminate Estate Taxes Permanently, in View of Katrina, Means Families Absolutely Must Focus on Estate Planning Issues.
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Choose Your Professional Advisors Carefully For Real Estate Investing So You Can Acquire the Education You Need to Make Tax-Efficient Decisions.
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Keeping Assets Under the Control of the Family is Important in Estate Planning: But are the kids ever ready to take on that responsibility.
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Comfortable Retirements for Boomers May Depend on Their Willingness to Mortgage Appreciated Real Estate.
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Consider Impact and Options Before Sale of
Highly Appreciated Real Estate, Not After.
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