Publications

In this edition of Insight on Estate Planning, you'll learn tips for balancing the needs of your children, your aging parents and yourself; whether a charitable IRA rollover is a viable option for you; how to avoid claims that someone may have had undue influence over your estate plan; and the importance of coordinating health care directives with other estate planning documents. We've also included an update on the attorneys in our Estate Planning team.

This issue of Insight on Estate Planning explores the benefits of dynasty trusts, the best options for pension plan payouts, how IRA assets can fit into your estate, what to do if you live in a state with high estate tax, and tips for disposing of personal property in your estate plan.

In this issue of Insight on Estate Planning, you'll find information on stretching out estate taxes on business interests, reducing family conflict by using a total return unitrust, deciding whether a donor-advised fund is right for you, videotaping your will, and understanding Washington's new power of attorney act.

In this issue of Insight on Estate Planning, you'll find tips on addressing the needs of elderly parents in your estate plan, making sure your digital assets are accessible to family members, donating art, helping college-age children develop an estate plan, and understanding term and traditional whole life insurance.

In this issue of Insight on Estate Planning, you'll find a review of the uses of Crumney trusts, information about charitable lead trusts, tips on ensuring that asset transfers comply with the relevant laws, an explanation of the IRS's new approach to IRA rollovers, and an article on gift tax exclusions for the payment of certain qualifying expenses.

This bi-monthly newsletter includes valuable tips from our Estate Planning practice.