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| Tag # | Report |
|---|---|
|
A.
FINANCIAL PLANNING ISSUES
|
|
| A01 | The Need for Financial Planning |
| A02 | Basic Steps in the Financial Planning Process (diagram) |
| A03 | Annual Review Checklist |
| A04 | Life Events Check List |
| A05 | Achieving Accumulation Goals |
| A06 | Disability Income Replacement Insurance |
| A07 | Long-Term Care |
| A08 | Medical Expense Issues |
| A09 | Medical Care Decisions |
| A10 | Medicare Parts A and B |
| A11 | Medicare+Choice |
| A12 | An Overview of Social Security Benefits |
| A13 | Planning for a College Education |
| A14 | Saving For College |
| A15 | Paying for College |
| A16 | Choosing a College |
| A17 | College and Financial Aid Calendar |
| A17 | Calendar, College and Financial Aid |
| A18 | Growth in College Costs (diagram) |
| A19 | Projected Cost of Education (calculator) |
|
B.
CASH FLOW AND DEBT
|
|
| B01 | Cash Management Tools |
| B02 | The Personal Budget |
| B03 | Personal Cash Flow Statement (calculator) |
| B04 | Sample Family Budget (graph) |
| B05 | Personal Net Worth Statement |
| B06 | Personal Net Worth Statement (calculator) |
| B07 | Lifetime Earnings (calculator) |
| B08 | Checking Your Credit Report |
| B09 | Credit Cards |
| B10 | Buying a Home |
| B11 | Types of Mortgages |
| B12 | The Bi-Weekly Mortgage |
| B13 | When to Refinance Your Home |
| B14 | Financing an Auto |
| B15 | Loan Amortization Schedule |
| B16 | Rate of Interest for a Loan (calculator) |
| B17 | Payments to Pay Off a Loan (calculator) |
|
C.
ACCUMULATION AND INVESTMENTS
|
|
| C01 | The Perfect Investment |
| C02 | Key Investment Questions |
| C03 | Time and Growth of Money |
| C04 | Future Value of a Single Sum (calculator) |
| C05 | Present Value of a Single Sum (calculator) |
| C06 | Deposits Needed to Accumulate a Future Sum (calculator) |
| C07 | Rate of Return on a Single Sum (calculator) |
| C08 | Future Value of Periodic Deposits (calculator) |
| C09 | Future Value of Single Sum and Periodic Deposits (calculator) |
| C10 | Accumulating One Million Dollars |
| C11 | Accumulating One Million Dollars (calculator) |
| C12 | The Rule of 72 and the Rule of 115 |
| C13 | The Rule of 72 and the Rule of 115 (calculator) |
| C14 | Types of Investment Risk |
| C15 | Asset Allocation |
| C16 | Inflation |
| C17 | Inflation (graph) |
| C18 | Effect of Inflation (calculator) |
| C19 | The Rate of Inflation (calculator) |
| C20 | Consumer Price Index (graph) |
| C21 | Purchasing Power of One Dollar (graph) |
| C22 | Effect of Inflation and Taxes on Investment Return |
| C23 | The Effect of Inflation and Taxes on Investment Return |
| C24 | Tax-Exempt vs. Taxable Income |
| C25 | Tax-Exempt vs. Taxable Income (calculator) |
| C26 | Pyramid of Investments |
| C26 | Investments Pyramid |
| C27 | Basic Investment Tools |
| C28 | Stocks |
| C29 | Bonds |
| C30 | Corporate Bonds |
| C31 | U.S. Government Securities |
| C32 | Treasury Inflation-Protection Securities |
| C33 | Municipal Bonds |
| C33 | Bonds, Municipal |
| C34 | Mutual Funds |
| C35 | How a Mutual Fund Works (diagram) |
| C36 | Mutual Fund Families |
| C37 | Dollar Cost Averaging |
| C38 | Reverse Mortgages |
| C39 | How a Reverse Mortgage Works (diagram) |
| C40 | Limited Partnerships |
| C41 | Real Estate Investment Trusts |
| D01 | Income Taxes Generally |
| D02 | Federal Income Tax Approximator (calculator) |
| D03 | Federal Income Tax Tables - 2000 |
| D04 | Federal Income Tax Tables -1999 |
| D05 | Income Taws Payable (graph) |
| D06 | Sources of Government Revenues (graph) |
| D07 | Federal Government Expenditures (graph) |
| D08 | Income Tax Rates Since 1913 (graph) |
| D09 | Capital Gains and Losses |
| D10 | Utilizing Passive Losses |
| D11 | Personal Alternative Minimum Tax |
| D12 | Corporate Alternative Minimum Tax |
| D13 | Social Security and Medicare Taxes |
| D14 | Taxation of Social Security Benefits |
| D15 | Taxable Portion of Social Security Benefits (calculator) |
| D16 | Types of Trusts and Their Tax Treatment |
| D17 | Accumulation of Trust Income |
| D18 | Income Tax Basis |
| D19 | Disability Insurance - Premiums/Benefits, Taxation of |
| D19 | Taxation of Disability Insurance - Premiums/Benefits |
| D20 | Deductibility of Interest |
| D21 | Highlights of 1998 Tax Legislation |
| D22 | Highlights of 1997 Tax Legislation |
| D23 | Highlights of 1996 Tax Legislation |
| D24 | Highlights of OBRA 1993 |
|
E.
PROPERTY AND CASUALTY
|
|
| E01 | Personal Property and Casualty Insurance |
| E02 | Automobile Insurance |
| E03 | Homeowner's Insurance |
| E04 | Renter's Insurance |
| E05 | Condominium Unit Owner's Insurance |
| E06 | Earthquake Insurance |
| E07 | Flood Insurance |
| E08 | Watercraft Insurance |
| E09 | Personal Liability Insurance |
|
F.
LIFE INSURANCE AND ANNUITIES
|
|
| F01 | General Purposes of Life Insurance |
| F02 | Spouse Insurance |
| F03 | Considerations in Purchase of Life Insurance |
| F04 | First-to-Die Life Insurance (Joint-Life) |
| F05 | Survivorship Life Insurance |
| F06 | Tax-Free Policy Exchanges (ERC Sec. 1035) |
| F07 | Modified Endowment Contracts |
| F08 | Responsible Planning, The Need for |
| F08 | Need for Responsible Planning |
| F09 | How Much Life Insurance? |
| F10 | How Much Life Insurance? (calculator) |
| F11 | How Much Life Insurance (graph) |
| F12 | Types of Life Insurance Policies |
| F13 | Term Life Insurance |
| F14 | Whole Life Policies |
| F15 | Universal Life Insurance |
| F16 | Variable Life Insurance |
| F17 | Variable Universal Life Insurance |
| F18 | Tax-Deferred Annuities |
| F19 | Variable Annuities |
| F20 | Equity-Indexed Annuities |
| F21 | Combined Annuities |
| F22 | Life Insurance Options for the Terminally Ill |
| G01 | Group Term Insurance |
| G02 | Table I Rates for Group Term Insurance |
| G03 | Group Health Insurance |
| G04 | Health Care Portability |
| G05 | COBRA Coverage Continuation |
| G06 | Cafeteria Plans-IRC Sec. 125 |
| G07 | Flexible Spending Accounts |
| G08 | Medical Reimbursement Plans |
| G09 | Medical Savings Accounts |
|
H.
THE RETIREMENT PLANNING PROBLEM
|
|
| H01 | Need for Retirement Planning |
| H02 | Sources of Retirement Income |
| H03 | When will your Nest Egg run out? |
| H04 | Length of Time a Sum Will Last (calculator) |
| H05 | Present Value of Future Annuity Payments (calculator) |
| H06 | Net Present Value |
| H07 | Internal Rate of Return |
| H08 | Pension Maximization (calculator) |
| H09 | Social Security Retirement Benefits |
| H10 | Social Security Full Retirement Age |
| H11 | How Work Affects Social Security Retirement Benefits |
|
I.
INDIVIDUAL RETIREMENT ACCOUNTS
|
|
| I01 | IRAs Compared |
| I02 | IRAs Compared (calculator) |
| I03 | Traditional IRAs |
| I03 | IRAs, Traditional |
| I04 | How a Traditional IRA Works (diagram) |
| I05 | Roth IRAs |
| I06 | How a Roth IRA Works (diagram) |
| I07 | Educational IRAs |
| I08 | How an Education IRA Works (diagram) |
| I09 | IRA Rollover as a Conduit |
| I10 | IRA Rollover as a Conduit Diagram |
| I11 | Deductible IRA Contributions |
| I12 | Deductible Portion of IRA Contributions (calculator) |
| I13 | Tax-Deferred Growth in an IRA |
| I14 | Tax-Deferred Growth in an IRA (calculator) |
| I15 | Tax Deferred Growth in an IRA (graph) |
| I16 | Does It Matter When You Contribute to an IRA? |
| I17 | Does It Matter When You Contribute to an IRA? (calculator) |
| I18 | IRA/Qualified Plan Withdrawal Table - Single |
| I19 | IRA/Qualified Plan Withdrawal Table - Joint |
|
J.
EMPLOYER SPONSORED RETIREMENT PLANS
|
|
| J01 | Qualified Retirement Plans |
| J02 | Life Insurance in Qualified Plans |
| J03 | Keogh Plans |
| J04 | Traditional Profit Sharing Plan |
| J05 | Profit Sharing Plan Works, How a Traditional |
| J06 | Traditional Money Purchase Pension Plan |
| J07 | How a Traditional Money Purchase Plan Works |
| J08 | Nontraditional Defined Contribution Plan |
| J09 | How a Nontraditional Defined Contribution Plan Works |
| J10 | Traditional Defined Benefit Pension Plan |
| J11 | How a Traditional Defined Contribution Plan Works |
| J11 | Defined Contribution Plan Works, How a Traditional |
| J12 | Target Benefit Pension Plan |
| J13 | Employee Stock Ownership Plan (ESOP) |
| J14 | Cash or Deferred - Sec. 401(k) Plan |
| J15 | Safe Harbor 401(k) Plan |
| J16 | How a 401(k) Salary Deferral Plan Works Diagram |
| J17 | Tax-Sheltered Annuities - IRC Sec. 403(b) |
| J18 | How a 403(b) Salary Deferral Plan Works Diagram |
| J19 | Stock Bonus Plans |
| J20 | Age-Weighted Profit Sharing Plan |
| J21 | Fully Insured Defined Benefit Pension Plan |
| J22 | Simplified Employee Plan (SEP) |
| J23 | How a SEP IRA Works (diagram) |
| J24 | SIMPLE Retirement Plans |
| J25 | How a SIMPLE IRA Works (diagram) |
| J26 | Qualified Plans Compared |
| J27 | Defined Contribution Plans Compared |
| J28 | Combinations of Retirement Plans |
| J29 | Top-Heavy Plans |
| J30 | Fiduciary Standards and Responsibilities |
| J31 | Prohibited Transaction Rules |
| J32 | Qualified Plan Participant Loans |
| J33 | Unrelated Business Taxable Income |
|
K.
INCOME TAXATION - RETIREMENT
|
|
| K01 | Plan Distributions Before Age 59-1/2 |
| K02 | Taxes on Distributions from Qualified Plans |
| K03 | Taxes on Qualified Plan Distributions (graph) |
| K04 | Lump-Sum Distributions Before Age 59 V2 |
| K05 | IRA Rollover vs. Lump-Sum Tax Treatment |
| K06 | Mandatory Withholding for Plan Distributions |
|
L.
LIFE INSURANCE FUNDED RETIREMENT PLANS
|
|
| L01 | Seeking the Ideal Retirement Alternative |
| L02 | The Accumulation Process |
| L03 | Taxation While Accumulating the Nest Egg |
| L04 | The Effect of Taxes on Future Contributions |
| L05 | IRAs vs. Life Insurance |
| L06 | Problems with Qualified Retirement Plans |
| L08 | Benefits of Life Insurance - Supplemental Retirement Plan |
| L09 | Comparing Life Insurance to IRAs/Qualified Plans |
| L10 | Borrowing Against Cash Value Insurance-Zero Net Cost |
| L11 | Borrowing Against Cash Value Insurance-Low Interest |
| M01 | Business Organizations, Basic Types of |
| M01 | Basic Types of Business Organizations |
| M02 | Advantages of Corporations |
| M03 | S Corporations Generally |
| M04 | Limited Liability Companies |
| M05 | Business Professional, Retirement and the |
|
N.
BUSINESS USES OF LIFE INSURANCE
|
|
| N01 | Nonqualified Deferred Compensation Plan |
| N02 | Nonqualified Deferred Compensation Plan (personalized) |
| N03 | Deferred Compensation Plan Under IRC Sec. 457 |
| N04 | Rabbi Trusts |
| N05 | Trusts, Secular |
| N06 | Split-Dollar Insurance |
| N07 | Split-Dollar Insurance Diagram |
| N08 | Split-Dollar Insurance Diagram (personalized) |
| N09 | Split-Dollar-Irrevocable Life Insurance Trust |
| N10 | Split-Dollar-Irrevocable Life Insurance Trust Diagram |
| N11 | Split-Dollar-Irrevocable Life Insurance Trust Diagram (personalized) |
| N12 | Split-Dollar-Cross-Purchase Agreement |
| N13 | Split-Dollar-Cross-Purchase Agreement Diagram |
| N14 | Split-Dollar-Cross-Purchase Agreement Diagram (personalized) |
| N15 | Reverse Split-Dollar Insurance |
| N16 | Split-Dollar Deferred Compensation Diagram |
| N17 | PS 58 Table-Economic Benefit To Employee (calculator) |
| N18 | Private Split-Dollar Insurance |
| N19 | Executive Carve-Out Plans |
| N20 | Executive Bonus Plans |
| N21 | Executive Bonus Plan Diagram |
| N22 | Executive Bonus Plan Diagram (personalized) |
|
O.
BUSINESS CONTINUATION
|
|
| O01 | Meet the Business Planning Team |
| O02 | The Importance of Business Continuation Plan |
| O03 | Commonly Asked Business Continuation Questions |
| O04 | Buy-Sell Agreements Diagram |
| O05 | Buy-Sell Agreement Diagram (personalized) |
| O06 | Buy-Sell Agreements - Partnerships |
| O07 | Buy-Sell Agreements in Partnerships (personalized) |
| O08 | Buy-Sell Agreements - Sole Owner |
| O09 | Buy-Sell Agreements - Corporations |
| O10 | Continuation Plans, Corporate, Types of |
| O10 | Types of Corporate Continuation Plans |
| O11 | Buy-Sell - Cross-Purchase vs. Stock Redemption |
| O12 | Buy-Sell Agreements in S Corporations |
| O13 | Cross-Purchase Buy-Sell Agreement Diagram |
| O13 | Diagram, Cross Purchase Buy-Sell Agreement |
| O14 | Cross-Purchase Buy-Sell Agreement Diagram (personalized) |
| O15 | Cross-Purchase Buy-Sell Agreement-Three or More Owners |
| O16 | Cross-Purchase Buy-Sell Three or More Owners (personalized) |
| O17 | Stock Redemption Plan Diagram |
| O18 | Stock Redemption Plan Diagram (personalized) |
| O19 | Disability Buy-Out Cross-Purchase Agreement |
| O20 | Wait And See Buy-Sell Agreement Diagram (personalized) |
| O21 | Trusteed Corporate Buy-Sell Agreements |
| O22 | Trusteed Corporate Buy-Sell Agreements (personalized) |
| O23 | Making Buy-Sells Acceptable to the IRS |
| O24 | Corporate Distributions to Redeem Stock |
| O25 | IRC Sec. 303 Stock Redemption |
| O26 | Family Attribution |
| O27 | Methods of Funding a Buy-Sell Agreement |
| O28 | Who Should Own the Policy |
| O29 | Taxes on Premiums Paid by a Corporation |
| O30 | Transfers for Value |
| O31 | Cost of Borrowing-When Interest is Deductible |
| O32 | Cost of Borrowing-Interest Deductible (graph) |
| O33 | Cost of Borrowing-Interest Not Deductible |
| O34 | Graph, Cost of Borrowing-Interest Not Deductible |
| O34 | Cost of Borrowing-Interest Not Deductible (graph) |
| O35 | Reasons to Value a Business |
| O36 | Business Valuation Factors |
| O37 | Valuation Methods Explained |
| O38 | Valuation Methods-Advantages and Disadvantages |
| O39 | Business Valuation |
| O40 | Discount and Capitalization Rates |
| O41 | Business Valuation per Share Using the Courtroom Method |
| O42 | Time Delay in Closing Contested Estates |
| O43 | Odds of Disability |
| O44 | Disability of a Business Owner |
| O45 | Cross-Purchase Agreement, Disability Buy-Out |
| O46 | Disability Buy-Out Cross-Purchase Agreement (personalized) |
| O47 | Disability Buy-Out Stock Redemption Plan |
| O48 | Disability Buy-Out Stock Redemption Plan (personalized) |
| O49 | Key Employee Insurance |
| O50 | Key Employee Coverage Issues |
| O51 | Protecting Against the Loss of a Key Employee |
| O52 | Protecting Against the Loss of a Key Employee (personalized) |
| O53 | Key Employee Disability Plans |
| P01 | The Need for Estate Planning |
| P02 | Estate Settlement Costs |
| P03 | High Cost of Dying-Assumes Probate |
| P04 | High Cost of Dying-Assumes No Probate |
| P05 | High Cost of Dying-$2,000,000 estate (graph) |
| P06 | The Federal Estate Tax |
| P07 | Valuation of Estate Assets |
| P08 | Estate Tax Worksheet-Single or Survivor Death |
| P09 | Estate Tax Worksheet-First and Survivor Death |
| P10 | Federal Estate Tax Approximator (calculator) |
| P11 | Estates of Famous People |
| P12 | Estates of Famous People (graph) |
|
Q.
BASIC ESTATE PLANNING
|
|
| Q01 | Estate Planning Process, Basic Steps in the |
| Q01 | Basic Steps in the Estate Planning Process |
| Q02 | Meet the Estate Planning Team |
| Q03 | How Often Should Legal Documents Be Reviewed? |
| Q04 | Items to Discuss Before Meeting with Attorney |
| Q05 | Duties of an Executor |
| Q06 | Durable Power of Attorney |
| Q07 | Living Will - Natural Death Act |
| Q08 | Advantages of a Will |
| Q09 | Types of Wills and Trusts |
| Q10 | State Drawn Will - Common Law States |
| Q11 | State Drawn Will - Community Property States |
| Q12 | Avoiding Probate |
| Q13 | Transfer on Death |
| Q14 | Holding Title |
| Q15 | Joint Tenancy |
| Q16 | Appreciated Assets - Community Property vs. Joint Tenancy |
| Q17 | Community Property vs. Joint Tenancy (graph) |
| Q18 | Lifetime Gifts |
| Q19 | Federal Gift Tax (calculator) |
| Q20 | Annual Exclusion Gifts |
| Q21 | Effect of Annual Gifting Program (calculator) |
| Q22 | IRC Sec. 2503(c) Trusts for Minors |
| Q23 | Uniform Gifts to Minors Act |
| Q24 | Uniform Gifts to Minors Act (personalized) |
| Q25 | Uniform Transfers to Minors Act |
| Q26 | Uniform Transfers to Minors Act (personalized) |
| Q27 | Special Needs Trust |
| Q28 | Revocable Living Trust |
| Q29 | Funding Your Revocable Living Trust |
| Q30 | Various Estate Planning Arrangements |
| Q31 | Business Valuation |
|
R.
LIFE INSURANCE AND ESTATE TAXATION
|
|
| R01 | How Are Death Taxes Paid? |
| R02 | Taxation of Life Insurance Proceeds |
| R03 | Irrevocable Life Insurance Trust (Single) |
| R04 | Irrevocable Life Insurance Trust Diagram (Single) |
| R05 | Irrevocable Life Insurance Trust Diagram (Single) (personalized) |
| R06 | Irrevocable Life Insurance Trust (Married) |
| R07 | AB Trust /Irrevocable Insurance Trust Diagram (Married) |
| R08 | AB Trust and an Irrevocable Life Insurance Trust Diagram - Married (personalized) |
| R09 | Paying Estate Costs with Estate-Tag-Free Dollars |
| R10 | Using Life Insurance to Pay Estate Costs |
| R11 | Effect of Life Insurance Transfers on Estate Taxes (calculator) |
| R12 | Gifts of Life Insurance Policies |
| R13 | Adult Children's Insurance Trust |
|
S.
ADVANCED ESTATE PLANNING
|
|
| S01 | Death Tax Reduction |
| S02 | Marital Deduction |
| S03 | AB Credit Shelter Trust |
| S04 | AB Credit Shelter Trust Diagram |
| S05 | AB Credit Shelter Trust Diagram (personalized) |
| S06 | ABC Credit Shelter And QTIP Trusts |
| S07 | QTIP/ABC Credit Shelter Trust Diagram |
| S08 | ABC Credit Shelter Trustee Trust Diagram (personalized) |
| S09 | Lifetime QTIP Trust |
| S10 | Lifetime QTIP Trust (personalized) |
| S11 | Credit Shelter Trust vs. Simple Will |
| S12 | Life Insurance and the Unified Credit |
| S13 | Exhausting the Unified Credit Today |
| S14 | Qualified Family-Owned Business Exclusion |
| S15 | Qualifying for the QFOBI Deduction (Checklist) |
| S16 | Special Use Valuation - IRC Sec. 2032A |
| S17 | Deferring Payment of Federal Estate Taxes |
| S18 | IRC Sections 303 and 6166 (calculators) |
| S19 | Powers of Appointment |
| S20 | Disclaimers Diagram |
| S21 | Disclaimer Diagram (personalized) |
| S22 | Generation-Skipping Transfer Tax |
| S23 | Income in Respect of a Decedent |
| S24 | Income in Respect of a Decedent |
| S25 | Combined Tax Disaster - Child |
| S26 | Combined Tax Disaster- Child (graph) |
| S27 | Combined Tax Disaster - Grandchild |
| S28 | Combined Tax Disaster - Grandchild (graph) |
| S29 | Effects of Skipping a Generation |
| S30 | Generation-Skipping Transfers and QTIP Trusts |
| S31 | Transfers to Noncitizen Spouses |
|
T.
ESTATE FREEZING TECHNIQUES
|
|
| T01 | Estate Freezing Generally |
| T02 | Family General Partnerships |
| T03 | Family Limited Partnerships |
| T04 | Family Limited Partnerships (calculator) |
| T05 | Family Limited Partnerships (graph) |
| T06 | Installment Sales |
| T07 | Private Annuities |
| T08 | Private Annuities (personalized) |
| T09 | Corporate Recapitalization |
| T10 | Joint Purchase of Assets |
| T11 | Grantor Retained Interest Trust (GRIT) |
| T12 | Grantor Retained Interest Trust (GRIT) (calculator) |
| T13 | Grantor Retained Interest Trust (GRIT) (graph) |
| T14 | Grantor Retained Interest Trust (GRIT) (personalized) |
| T15 | Grantor Retained Annuity Trust (GRAT) |
| T16 | Grantor Retained Annuity Trust (GRAT) (calculator) |
| T17 | Grantor Retained Annuity Trust (GRAT) (graph) |
| T18 | Grantor Retained Annuity Trust (GRAT) (personalized) |
| T19 | Grantor Retained Unitrust (GRUT) |
| T20 | Grantor Retained Unitrust (GRUT) (calculator) |
| T21 | Grantor Retained Unitrust (GRUT) (graph) |
| T22 | Grantor Retained Unitrust (GRUT) (personalized) |
| T23 | Personal Residence GRIT |
| T24 | Personal Residence GRIT (calculator) |
| T25 | Personal Residence GRIT (graph) |
|
U.
MISCELLANEOUS ESTATE INFORMATION
|
|
| U01 | Federal Estate and Gift Taxes (Tables) |
| U02 | Income Tax Tables - Estates, Trusts, Corps |
| U03 | PS 58 Table - Single Person |
| U04 | U.S. 38 Table - Survivorship Life |
| U05 | 1980 CSO Mortality Table |
| U06 | Deaths per Thousand at Various Ages |
| U07 | 1986 Life Expectancy Table |
| U08 | The Chance of Dying Before Age 65 |
| U09 | Annuity Table V |
| U10 | Annuity Table VI |
| U11 | Insurance Company Rating Systems |
|
V.
CHARITABLE ALTERNATIVES
|
|
| V01 | Considering a Charitable Gift |
| V02 | Charitable Giving Techniques |
| V03 | Asset Replacement Trust |
| V04 | Asset Replacement Trust (personalized) |
| V05 | Income Tax Deduction |
| V06 | Charitable Gifts and Estate Taxation |
| V07 | Unrelated Business Income |
| V08 | Charitable Remainder Annuity Trust (CRAT) |
| V09 | Charitable Remainder Annuity Trust (CRAT) Diagram |
| V10 | Charitable Remainder Annuity Trust (CRAT) Diagram (personalized) |
| V11 | Charitable Remainder Unitrust (CRUT) |
| V12 | Charitable Remainder Unitrust (CRUT) Diagram |
| V13 | Charitable Remainder Unitrust (CRUT) Diagram (personalized) |
| V14 | Charitable Remainder Trusts - Numerical Tests |
| V15 | Charitable Gift Annuity (CGA) |
| V16 | Charitable Gift Annuity (CGA) Diagram |
| V17 | Charitable Gift Annuity (CGA) Diagram (personalized) |
| V18 | Taxation of a Charitable Gift Annuity |
| V19 | Pooled Income Fund (PIF) |
| V20 | Pooled Income Fund (PIF) Diagram |
| V21 | Pooled Income Fund (PIT) Diagram (personalized) |
| V22 | Charitable Lead Annuity Trust (CLAT) |
| V23 | Charitable Lead Annuity Trust (CLAT) Diagram |
| V24 | Charitable Lead Annuity Trust (CLAT) Diagram (personalized) |
| V25 | Charitable Lead Unitrust (CLUT) |
| V26 | Charitable Lead Unitrust (CLUT) Diagram |
| V27 | Charitable Lead Unitrust (CLUT) Diagram (personalized) |
| V28 | Supplemental Retirement Income with a CRT |
| V29 | Life Insurance Charitable Plan |
| V30 | Life Insurance Charitable Plan (personalized) |
| V31 | Private Foundations |
| V32 | Supporting Organizations |
|
W.
PLANNER SUPPORT REPORTS
|
|
| W01 | Agenda for Discussion |
| W02 | Planner Input Sheet |
| W03 | Receipt for Documents |
| W04 | Planning Task List |
| W05 | Client Recommendations |
| W06 | BRT Update List and Explanations |
| W07 | BRT Report List-Categorical (Table of Contents) |
| W08 | BRT Report List-Alphabetical (Index) |
| W09 | Summary of Legal Citations |
| W10 | NASD Review Information |
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