The Journal of the American Dental Association
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J Am Dent Assoc, Vol 137, No 8, 1139-1143.
© 2006 American Dental Association
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PRACTICE MANAGEMENT

Securing your family’s future

The value of estate planning



Ellen Rinaldi, JD, LLM and Alisa M. Shin, JD, MGA

Background. The authors provide an overview of general estate planning considerations, including minimization of federal estate taxes, estate planning techniques to be used to meet specific goals, and guidelines to ensure a well-drafted and well-organized plan. They also stress the importance of planning for incapacity.

Conclusions. A well-thought-out and sound estate plan protects assets, minimizes estate taxes, ensures appropriate distribution to designated beneficiaries and prepares family members and business partners. In developing an estate plan, dentists should seek professional advice from a qualified attorney and a certified financial planner.

Practice Implications. A sound estate plan should address business continuation or disposition with respect to the dental practice.

Key Words: Estate planning; federal estate taxes; beneficiaries; incapacity; trusts; life insurance




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E. Rinaldi and A. Shin
Asset protection: Why a preventive approach is the best insurance against liability
J Am Dent Assoc, February 1, 2008; 139(2): 185 - 189.
[Abstract] [Full Text] [PDF]


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