Insight on Estate Planning - April/May 2019
Mar 28, 2019

In this issue, the impacts of the Tax Cuts and Jobs Act on tax liability, how a second marriage calls for an estate plan review, using a retirement plan to benefit heirs, and considerations for Washington residents thinking of snowbirding are discussed.

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Insight on Estate Planning - Year-End 2018
Dec 4, 2018

In this year-end issue of Insight on Estate Planning, you'll find an introduction to the probate process, suggestions for protecting your assets, information on long-term care planning, an explanation of how to use direct payments to avoid paying gift tax, and a breakdown of when you might need a revocable living trust.

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