(208) 666-1065 ph
(208) 667-4930 fax
302 E. Linden Ave. | Ste. 101
Coeur d'Alene, Idaho 83814
decision tools
Business Planning
Business Succession Planning Alternatives
Table: Choosing a Business Entity
How Cross Purchase Plans Work
How Entity Purchase Plans Work
Planning for Succession of a Business Interest
Charitable Giving
How a Charitable Lead Trust Works
How a Charitable Remainder Trust Works
The Best Property to Give to Charity
Estate Planning Basics
Common Incapacity Documents
Estate Shrinkage
Federal Transfer Tax Exemption Amounts Under the Tax Act of 2001
Steps to Estate Planning Success
Table of Federal Estate Tax Brackets and Exemption Limits
Probate
The Probate Process: 3 to 9 Months After Death
The Probate Process: 9 to 12 Months After Death
The Probate Process: Initial Tasks
Types of Post-Mortem Elections
Trusts
Advantages of Trusts
How a Grantor Retained Income Trust (GRIT) Works
publications
Assets
Asset Protection in Estate Planning
Estate Planning and 529 Plans
Transferring Your Family Business
Beneficiary Designations
Choosing a Beneficiary for Your IRA or 401(k)
Designating a Beneficiary for Life Insurance
Charitable Giving
Charitable Giving
Life Insurance and Charitable Giving
Estate Planning Basics
Estate Planning: An Introduction
Facing the Possibility of Incapacity
Gift and Estate Taxes
Trust Basics
Wills: The Cornerstone of Your Estate Plan
Life Insurance
Life Insurance and Estate Planning
Life Insurance and Terminal Illness
Life Insurance: Do You Need It?
Planning Ahead for Life Insurance Proceeds
The Ins and Outs of Policy Ownership
Medicaid Planning
Medicaid and Nursing Home Care
Medicaid and the Principal Residence
Medicaid Planning Basics
Probate
Bypassing Probate
Understanding Probate
Services:
Payroll
Tax Planning & Preparation
Compilation & Review Services
QuickBooks Training and Support
Bookkeeping
Business Consulting
frequently asked questions
Estate and Gift Tax
I just made a gift. Do I have to file a gift tax return?
How can I minimize taxes on my estate?
How can I determine what my business is worth for estate and gift tax purposes?
How will estate taxes be paid if I leave no provision in my will?
What is a family limited partnership, and will it help reduce estate taxes?
Estate Planning
How often do I need to review my estate plan?
Isn't estate planning only for the rich?
What makes up my taxable estate?
Life Insurance
Will my beneficiaries have to pay taxes on the proceeds of my life insurance policy?
Are life insurance proceeds income taxable?
What is a life insurance trust and why should I consider establishing one?
Probate
Does property owned jointly avoid probate?
What is probate and why do I want to avoid it?
Trusts
What is a living trust?
What is a Crummey power?
Should I establish a trust for my child's college education fund?
Wills
Who should I name as trustee?
Do I need an attorney to prepare my will?
What is the difference between a living will and a living trust?
Can I disinherit relatives I don't like?
Can I transfer my business through my will?
Do I have to accept a bequest I don't want?
What will happen if I die without a will?
Can a grandparent can pay a grandchild's tuition directly to the college without any gift tax problems?
Should I take out a home equity loan to pay for my child's tuition?
Should I use my 401(k) to fund my child's college education?
Should I withdraw money from my IRA to pay for my child's college tuition?
home
|
taxes
|
business
|
education
|
estates & trusts
|
retirement
|
social security
|
links
|
contact
(208) 666-1065 | 302 E. Linden Ave. | Coeur d'Alene, ID 83814
Copyright©
www.frankcloviscpa.com
all rights reserved.
created and maintained by
Savvy Marketing, Inc.