Table Of Content

1992 Index of Articles VOLUME 5 INDEX Series EE Bonds Smart Buys for Many Investors — Charles W. Wootton and Stephen D. Hogan, p. 121 January Articles Using a Trust as a Beneficiary for an IRA or Qualified Plan — Anthony R. Spatafore, p. 126 Using Insurance to Assist the Personal Service Business Owner — Practical Considerations in Designing and Implementing Asset- Ben G. Baldwin, p. 12 Protection Trusts — Gideon Rothschild, p. 129 Court Rulings Ease Home Office Deductions — Theodore E. Degnan, p. 20 July Columns Convertible Bonds: Are They the Best of All Worlds? — Ruben Trevino and Suzanne Erickson, p. 26 Dual Purpose Hand Scanner — David Huxford, p. 100 Community Property Titling Can Reduce Future Income Taxes — Dynasty Trusts — TimothyJ . McDevitt, p. 101 Ronald A. Friedman, p. 30 A Financial Symphony — LewisJ . Walker, p. 103 Mind Over Money: The Emotional Aspects of Financial Deci- sions — Maria C. Young and Barbara M. O'Neill, p. 32 October Articles Impact of Basis Step-Up Provision on Minimizing Property Transfer Taxes — Bruce Clements, p. 39 Long-Term-Care Insurance: Who Really Needs It? — Robert A. Gilmour, p. 144 January Columns Fee Insurance Benefits Clients and Plann—e Anrdrsew M. Wray, III and William B. Howard, Jr., p. 150 Revealing the Yield — Lynn Hopewell, p. 4 Till Debt Do Us Part: Financial Consequences of Divorce — 1992 Hardware and Software Recommendations — David Barbara M. O’Neill, p. 159 Huxford, p. 6 New Regulations to Affect 401(k) Fiduciary Issues — Roxanne Crummey Developments — TimothyJ . McDevitt, p. 8 E. Fleszar, p. 166 A 500-Pound Banking Gorilla — LewisJ . Walker, p. 10 Business Valuation Fundamentals for Planners — Gary Fodor and Edward Mazza, p. 170 April Articles October Columns Developing an Investment Policy Statement for the Qualified Plan — Norman M. Boone and Linda S. Lubitz, p. 58 High-Speed Hardware — David Huxford, p. 140 A Cold Front Returns: Planning Opportunities with Estate Discounting Gifts — Timothy J. McDevitt, p. 141 Freezes — W. Richard Sherman and A. J. Stagliano, p. 72 The Search for Definition — LewisJ . Walker, p. 143 Guidelines for Rebalancing Passive-Investment Portfolios — Bert Stine and John Lewis, p. 80 Guiding Your Client Through the Mortgage Maze — Phillip Storms, p. 87 SUBJECT INDEX April Columns Taxes Morningstar Mutual Funds OnDisc — David Huxford, p. 53 -Court Rulings Ease Home Office Deductions — Theodore E. True GRIT — TimothyJ . McDevitt, p. 56 Degnan, January 1992, p. 20 Stealth Wealth — LewisJ . Walker, p. 57 Community Property Titling Can Reduce Future Income Taxes— Ronald A. Friedman, January 1992, p. 30 July Articles Investment Planning The Ten Most Common Mistakes of Buy-Sell Agreements — DwightJ .D rake, Kent Whiteley, and TimothyJ .M cDevitt, p. Convertible Bonds: Are They the Best of All Worlds? — Ruben 104 Trevino and Suzanne Erickson, January 1992, p. 26 Morningstar Mutual Funds OnDisc — David Huxford, April 1992, Health Care Directives Can Help Protect Estate Assets — Alan P. poo Bower, p. 113 Developing an Investment Policy Statement for the Qualified Using Life Insurance as a Wealth-Transfer Asset — Peter C. Katt, Plan — Norman M. Boone and Linda S. Lubitz, April 1992, p. 117 p. 58 January 1993 Guidelines for Rebalancing Passive-Investment Portfolios — A Cold Front Returns: Planning Opportunities with Estate Bert Stine and John Lewis, April 1992, p. 80 Freezes — W. Richard Sherman and A. J. Stagliano, April Series EE Bonds Smart Buys for Many Investors — Charles W. 1992, p. 72 Wootton and Stephen D. Hogan, July 1992, p. 121 Dynasty Trusts — TimothyJ . McDevitt, July 1992, p. 101 Health Care Directives Can Help Protect Estate Assets — Alan P. Business Planning Bower, July 1992, p. 113 Using a Trust as a Beneficiary for an IRA or Qualified Plan — Using Insurance to Assist the Personal Service Business Owner — Anthony R. Spatafore, July 1992, p. 126 Ben G. Baldwin, January 1992, p. 12 Practical Considerations in Designing and Implementing Asset- The Ten Most Common Mistakes of Buy-Sell Agreements — Protection Trusts — Gideon Rothschild, July 1992, p. 129 Dwight J. Drake, Kent Whiteley, and Timothy J. McDevitt, Discounting Gifts — TimothyJ .M cDevitt, October 1992, p. 141 July 1992, p. 104 Business Valuation Fundamentals for Planners — Gary Fodor Practice Management and Edward Mazza, October 1992, p. 170 New Regulations to Affect 401(k) Fiduciary Issues — Roxanne Revealing the Yield — Lynn Hopewell, January 1992, p. 4 E. Fleszar, October 1992, p. 166 1992 Hardware and Software Recommendations — David Huxford, January 1992, p. 6 Insurance A 500-Pound Banking Gorilla — LewisJ . Walker, January 1992, p. 10 Using Life Insurance as a Wealth-Transfer Asset — Peter C. Katt, Stealth Wealth — Lewis J. Walker, April 1992, p. 57 July 1992, p. 117 Dual Purpose Hand Scanner— David Huxford, July 1992, p. 100 Long-Term-Care Insurance: Who Really Needs It? — Robert A. A Financial Symphony — LewisJ . Walker, July 1992, p. 103 Gilmour, October 1992, p. 144 High-Speed Hardware — David Huxford, October 1992, p. 140 Fee Insurance Benefits Clients and Planners A—n drew M. Wray, The Search for Definition — LewisJ .W alker, October 1992, p. 143 III and William B. Howard, Jr., October 1992, p. 150 Miscellaneous Estate Planning Mind Over Money: The Emotional Aspects of Financial Deci- Crummey Developments — TimothyJ . McDevitt, January 1992, sions — Maria C. Young and Barbara M. O'Neill, January 1992, p. 32 p. 8 Impact of Basis Step-Up Provision on Minimizing Property Guiding Your Client Through the Mortgage Maze — Phillip Transfer Taxes — Bruce Clements, January 1992, p. 39 Storms, April 1992, p. 87 True GRIT — TimothyJ . McDevitt, April 1992, p. 56 Till Debt Do Us Part: Financial Consequences of Divorce — Barbara M. O'Neill, October 1992, p. 159 Se Pe UG, a Bs Ne Ta fe 'F h de aes * etS ee Che eee Siea ee ee FINANCIAL PLANNERS OF FINANCIAL PLANNING. 5-Year Index of Articles Available Wonder where you can put your hands on everything you Now available, a five-year index of Journal of Financial need to know to select top performing mutual funds, Planning articles, the source for academic and technical protect your clients assets or choose the best college financial planning strategies. planning strategies for your clients? Send self-addressed, stamped envelope to: Index Journal of Financial Planning 7600 E. 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