Insight on Estate Planning - June/July 2017

Jun 02, 2017

By Douglas C. Lawrence | Related Practice: Estate Planning & Administration

Here's a brief glance at what you'll find in the June/July issue...

The sandwich generation: A slice of life

If a person is pulled between the pressing needs of elderly parents and his or her own children, he or she is part of the "sandwich generation." This position can lead to frustration, anguish and even financial loss. This article details steps to take to ease some of the pressure and ensure that the most critical issues are addressed. A sidebar explains why, in addition to taking care of parents and children, it's equally important to look after one's self. Read more...

Is a charitable IRA rollover a viable option?

For those age 70½ or older who plan to make charitable donations this year, qualified charitable distributions from an IRA, also known as charitable IRA rollovers, can provide significant tax benefits. This article details the benefits of a rollover and its requirements. Read more...

Fortify your estate plan against undue influence claims

A person can reasonably expect the declarations in his or her will to be carried out, as required by law. Usually, that's exactly what happens. However, at other times, the will could be contested and his or her true intentions defeated if someone is found to have exerted "undue influence" over the deceased's decisions. This article defines undue influence and provides suggestions on how to protect against undue influence claims. Read more...

Estate Planning Pitfall: You haven't coordinated your health care directives

The best-laid plans can go astray. For estate planning purposes, the main complication as a person grows older may be the condition of his or her health. This brief article details two health care directives and explains why it's important to coordinate all health care documents to provide a clear understanding of one's wishes. Read more...

Updates on Stokes Lawrence Estate Planners

Would you like to know more about our Estate Planning team? Find out who's retiring after 52 years, who's been recognized as a Best Lawyer in America for the 25th consecutive year, and how our attorneys are sharing their expertise and contributing to our communities. Read more...

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This post provides general information and is not legal or other professional advice. To discuss issues specific to your circumstances, contact one our Estate Planning attorneys.