Media & Education
Articles
At Kidwell & Kent, our goal is to educate our clients about the vast array of tools and options available to improve their wealth and protect their standard of living for themselves, their families, their businesses, and for future generations.
Please enjoy our complimentary library of articles, videos and more, and then contact us to help you implement a comprehensive, tax efficient, wealth management plan designed to help you achieve your most successful life.
Wealth Management & Charitable Giving Trusts
- Annuities & Retirement
- Can I Benefit from A-B Trusts
- Charitable Lead Trust
- Charitable Remainder Annuity Trust
- Charitable Remainder Unitrust
- Charity as Beneficiary of Traditional IRA or Retirement Plan
- Credit Shelter Trust
- Deferring the Need for Liquidity
- Flip Charitable Remainder Unitrust -Flip-CRUT
- GENERATION- SKIPPING TRUST
- Grantor Retained Annuity Trust -GRAT
- Grantor Retained Annuity Trust -GRAT-CASE STUDY
- How can I benefit from a charitable lead trust
- How can I benefit from a wealth replacement trust
- ILIT TRUSTS AND HOW THEY WORK
- Intentionally Defective Irrevocable Trust -IDIT
- Life Insurance and Charitable Giving
- Life Insurance and Estate Planning
- Life Insurance as a Wealth Replacement Tool
- Multiple Uses of Annuities
- Net Income with Makeup Charitable Remainder Unitrust
- QTIP TRUSTS AND WHEN TO USE THEM
- Qualified Domestic Trust
- Qualified Personal Residence Trusts
- Qualified Terminable Interest Property Trust
- Saving for Retirement and a Child’s Education at the Same Time
- Setting a Retirement Saving Goal
- Social Security Retirement Benefits
- Standby Trust- Protecting Your Property against Incapacity
- The Many Ways To Give Charitably
- Types of Life Insurance Policies
- Understanding Social Security
- What Are The Tax Benefits Of A Charitable Remainder Trust
- What Is A Dynasty Trust And How Does It Work
Business Management & Succession Planning
- Choosing an Entity for Your Business
- Business Insurance- Split Dollar Life Insurance
- Business Life Cycles and Business Planning
- Business Succession Planning Family Limited Partnership FLP
- Business Succession Planning
- Compensating Yourself as Business Owner
- Cross Purchase -Crisscross- Buy-Sell Agreement
- Funding Your Buy Sell Agreement with a Sale Lease Back
- Funding Your Buy-Sell Agreement with a Private Annuity
- Funding Your Buy-Sell with Insurance- Premium Payments
- Golden Handcuffs
- LLC, LLP, PC, LP Business Formation Rules
- Nonqualified Deferred Compensation -NQDC- Plans- A Primer for Business Owners
- Private Annuity- Business Succession Planning
- Restructuring Business Entity to Minimize Social Security Payroll Taxes
- Sale of Sole Proprietorship
- Sale of Stock in a C Corporation
- Selling Business Assets
- Selling Your Business to Nonfamily
- Special Tax Considerations for the Business Use of Insurance
- Structuring Taxable Sales
- Transfer Your Business Interest at Death Through Will or Trust
- Using Charitable Trusts to Transfer Business Assets
Special Needs & Trust Planning
Tax Planning
- BYPASS TRUST – Also Called a B Trust or Credit Shelter Trust
- Child, Grandchild, or Other Individual as Beneficiary of Traditional IRA or Retirement Plan
- Converting or Rolling Over Traditional IRAs to Roth IRAs
- Estate, Gift, and Generation-Skipping Transfer GST Taxation and Life Insurance in Estate Planning
- Estate, Gift, and GST Taxation and Trusts
- Tax Planning Annuities
Asset Protection Planning
- Asset Protection
- Asset Protection in Estate Planning
- Credit Shelter Trust
- Debt Consolidation
- Durable Power of Attorney Protecting Your Property against Incapacity
- Establishing a Budget
- How Much Life Insurance Do You Need?
- Medicaid and Long Term Care Insurance
- Medicaid and Principal Residence
- Medicaid Liens and Estate Recoveries
- Medicaid Qualifying Trusts
- Qtip Trusts And When To Use Them
- Qualified Domestic Trust
- Qualified Personal Residence Trust
- Standby Trust Protecting Your Property against Incapacity
- Use of Trusts and Creditor Implications
- Using Life Insurance Rider to Pay for Long Term Care
- What is a Dynasty Trust and how does it Work
Estate Planning General Considerations
- Trusts Basics
- Saving for Retirement and a Child’s Education at the Same Time
- Customizing Trusts
- Death of a Family Member Checklist
- Durable Power of Attorney- Protecting Your Property against Incapacity
- Estate, Gift, and Generation-Skipping Transfer GST Taxation and Life Insurance in Estate Planning
- Healthcare in Retirement
- Intestacy
- Life Insurance and Estate Planning
- Medicaid Planning Goals and Strategies
- Multiple Uses of Annuities
- Paying for a Funeral
- THE MANY WAYS TO GIVE CHARITABLY
- Trusts for Families
