Links and References

This links are provided as a potential resource for those involved in estate planning and or ILIT administration. Premium Administration, LLC makes no representations concerning the information, services or products contained in such linked sites. Any reliance on such sites shall be at the sole risk of the user. Family Issues and Estate Planning Objectives/Stories Tax references Considering a philanthropic gift? Legal and Drafting references General Interest

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Family Issues and Estate Planning Objectives: The Bankrate website has a variety of information including a net worth calculator and a calculator estimating how much estate tax might be due. A Historical Perspective on estate taxes can be found at the Heritage Site. The IRS has a page a page dedicated to Estate & Gift Taxes. How much life insurance to purchase is always a question with estate planning. Life has a Life Insurance Needs Calculator for this purpose. Are you thinking about being the Family executor or trustee? Check out this article from Estate Planning answers on things to consider. Check out this article on how an ILIT can benefit your Estate Plan. Have a small business? Check out this article from SCORE on developing a succession plan.

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Taxation: The Tax History Museum is an interesting place to visit. The IRS web site is a great resource to answer tax questions, download forms, get a TIN and pretty much anything related to taxes. In particular, the IRS has a page dedicated to Estate & Gift Taxes with an FAQ section. Thers is also an 2007 OTA paper from the US Deptartment of the Treasury on The Federal Gift Tax: History, Law, and Economics.

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Considering a philanthropic gift? The Arizona Community Foundation has information about local arizona charities. GuideStar provides information on the financial stewardship of charities. The Chronicle of Philanthropy provides updates on the charitable community. Giving USA web site has information on charitable contributions in the US.

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Legal and Drafting Issues: Keyt Law Firm web site has a host of articles and ideas on business and estate planning. American College of Trust and Estate Counsels Affiliation of Estate Planning Professionals Leimberg Information Services is a subscription based service providing a compendium of tax, estate, retirement and business information. Arizona government supreme court web site is useful for looking up Arizona attorneys.

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Associations of Estate Planning Professionals: National Association of Estate Planners and Councils Central Arizona Estate Planning Council is local organization comprised of estate planning professionals.

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General Interest: AARP has resources and money calculators. Warren Buffet discusses his charitable gifting in this article.