Publications

Posts

Insight on Estate Planning - June/July 2018
Jun 04, 2018

This issue of Insight on Estate Planning reviews how recent tax legislation affects estate "portability" for married couples, using buy-sell agreements to ensure the health of your business after an owner's death, the tax and estate planning implications of moving abroad, taking full advantage of your lifetime gift tax exemption, and new IRS regulations governing auditing, assessing and collecting underpayment of tax from partnerships.

Read Full Article
Insight on Estate Planning - April/May 2018
Apr 06, 2018

This issue of Insight on Estate Planning addresses using ESOPs to share equity in your closely held business, protecting your assets from creditors, preparing parents for nursing homes, transferring ownership of life insurance to a trust, and reviewing joint tenancy accounts.

Read Full Article
Insight on Estate Planning - February/March 2018
Feb 23, 2018

This installment of Insight on Estate Planning covers the impact of when a spouse suddenly dies, how the Tax Cuts and Jobs Act affects estate planning strategies, transferring a vacation home, planning for long-term care, and choosing a personal representative.

Read Full Article
Insight on Estate Planning - Year-End 2017
Dec 06, 2017

This year-end issue of Insight on Estate Planning covers the potential advantages of turning down an inheritance, the importance of addressing intellectual property in your estate plan, reviewing your estate plan, the challenges of retiring to a foreign country, and the implications of Washington's new trust decanting law.

Read Full Article
Insight on Estate Planning - October/November 2017
Oct 05, 2017

This installment of Insight on Estate Planning explores the best time to start receiving Social Security benefits, how to revise your estate plan after a divorce, using ABLE accounts to benefit family members with disabilities, choosing the right executor for your estate, and how certain medical and educational expenses paid as gifts may qualify for tax exclusion.

Read Full Article
Insight on Estate Planning - August/September 2017
Aug 08, 2017

Check out this issue of Insight on Estate Planning for information on the potential effects of changes to the federal estate tax, how a 529 plan can benefit your estate plan, whether a spendthrift trust can help achieve your goals, what happens if you die without having drafted a will, and how to include provisions for your pet in your estate plan.

Read Full Article