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You and Uncle Sam Can Help the Grandkids Buy a Home

Home prices are down, and inventories of unsold homes are high in many areas. These are buyer’s markets. That makes this an ideal time to buy a home, or to help a grandchild buy that first home or move up to a larger home. Even better, there is...

Published 09-10-2009 12:35 PM by Bob Carlson

Filed under: Estate Planning, tax-free gifts, taxable gifts, gifts, Carlson, Bob Carlson, homes, grandkids, annual exclusion, grandchildren, mortgages
Asset Declines=A Planning Opportunity - Part 2

Last week we discussed how today’s economic distress creates estate planning opportunities. Because of today’s reduced asset values, estate owners can shift assets out of their estates tax at much lower tax cost than they could have a year...

Published 02-20-2009 11:46 AM by Bob Carlson

Filed under: Bob Carson, Estate Planning, estates, Estate tax, tax-free gifts, taxable gifts, gifts, Carlson, Bob Carlson, wills, income taxes, trusts, homes, estate taxes, grandkids, annual exclusion, grandchildren, financial crisis, investments, portfolios
A Fresh Look at Family Limited Partnerships

Family limited partnerships have been a key element in many estate plans for decades. The FLP provides an array of benefits to the estate owner, not the least of which are tax reduction plus continuing control of the assets. Those benefits and the popularity...

Published 09-26-2008 2:29 PM by Bob Carlson

Filed under: Bob Carson, Estate Planning, estates, Estate tax, tax-free gifts, taxable gifts, gifts, Carlson, Bob Carlson, wills, trusts, homes, estate taxes, grandkids, real estate, grandchildren, retirement, retirement plans, creditor protection, asset protection, business sales, selling a business, family limited partnerships, partnerships
Time to Help the Grandkids Buy a Home

Home prices are down, and inventories of unsold homes are high in many areas. These are buyer’s markets. That makes this an ideal time to buy a home, or to help a grandchild buy that first home or move up to a larger home. Despite the decline in...

Published 07-11-2008 2:11 PM by Bob Carlson

Filed under: Estate Planning, gifts, homes, estate taxes, grandkids, real estate, annual exclusion, grandchildren

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You and Uncle Sam Can Help the Grandkids Buy a Home

Asset Declines=A Planning Opportunity - Part 2

A Fresh Look at Family Limited Partnerships

Time to Help the Grandkids Buy a Home