Publications

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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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Insight on Estate Planning - October/November 2018
Sep 28, 2018

This issue of Insight on Estate Planning reviews the reasons everyone needs an estate plan, the tax angles of self-settled trusts, the effect securities laws can have on your estate plan, properly funding revocable living trusts, and how to create an estate plan that ensures your art will be treated according to your wishes.

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Insight on Estate Planning August/September 2018
Aug 01, 2018

This issue of Insight on Estate Planning reviews charitable giving under the new tax law, how to understand a will, whether you should include a tax apportionment clause in your estate plan, state tax laws that you may want to take into account, and things to keep in mind when making educational gifts to students.

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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.

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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.

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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.

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