Publications

This issue covers qualified charitable distributions, owning property jointly, silent trusts, how to avoid choosing the wrong executor, and whether you need a revocable living trust.

This issue covers estate planning for the sandwich generation, using a qualified personal residence trust to transfer ownership of a home, forgiving intrafamily loans, high-risk stock exposure, and year-end gifting.

This issue covers recent tax law changes, charitable tax incentives created by the CARES Act, decanting a trust, creating an estate planning road map, and administering your spouse's or domestic partner's estate.

This issue focuses on how the SECURE Act is impacting estate planning, insulating your estate from creditors, how an HSA can benefit estate planning, restrictions on charitable gifts, and using a GRAT in times when interest is low.

This issue covers transfer tax, gift tax return, letter of instructions, not including a close relative in your will, and pre- and post-nuptial agreements.

This issue reviews the duties of executors and trustees, benefits of durable power of attorney, accounting for digital assets, the importance of full disclosure regarding assets, and an update on the Stokes Lawrence Estate Planning group.