Publications

This issue covers bypass trusts, estate planning during COVID-19, how to create an eldercare plan for an elderly loved one, which type of living trust to use, challenge proof planning.

This issue covers federal estate tax exemption amounts in the new administration, e-wills, how to protect business wealth from creditors, and the return of RMDs.

This issue covers the benefits of an irrevocable life insurance trust, 529 Plans, the pitfalls of amending your will yourself, and what you need to know about the Uniform Electronic Wills Act.

This issue covers the benefits of charitable lead trust (CLT), powers of appointment, the meaning of "probate," tax requirements necessary to split gifts, and when to name a professional fiduciary.

This issue covers spousal lifetime access trust, estate tax planning implications of relocating, the importance of a flexible trust, providing a password list to loved ones, and selecting your fiduciaries.

This issue covers estate planning for business owners, accounting for art in estate planning, understanding the terms in health care directives, encouraging elderly relatives to create an estate plan, and estate planning during a pandemic.