Publications

This issue discusses intentionally defective grantor trusts, the seven deadly estate planning sins, the benefits of converting to a Roth IRA, addressing pets in estate plans, and managing nonprobate assets.

This issue focuses on estate planning for married couples where one spouse is not a U.S. citizen, drafting a letter of instruction, kiddie tax, the pitfalls of waiting too long to transfer ownership of a life insurance policy, and incorporating charitable giving into your estate plan.

The August/September issue of Insight on Estate Planning covers protecting your will from legal challenges, guardianship, buy-sell agreements, the best place to set up a trust, and the responsibilities that come with being a Trustee.

The June/July issue covers charitable remainder trusts, alternate valuation dates for asset valuation, foreign account recording requirements, formal funeral arrangements, and eco-friendly alternatives to traditional burial.

In this issue, the impacts of the Tax Cuts and Jobs Act on tax liability, how a second marriage calls for an estate plan review, using a retirement plan to benefit heirs, and considerations for Washington residents thinking of snowbirding are discussed.

This issue reviews estate planning strategies for different stages of life, basis consistency rules when inheriting property, estate tax concerns, and the downsides of a "do-it-yourself" will.