Publications

In this issue, you'll find an introduction to basis planning, an exploration of whether a private annuity would benefit your estate plan, tips on dealing with estate tax impacts on family businesses, a review of potential pitfalls involved in holding real estate in your IRA, and guidelines for keeping your financial documents organized.

Tom Lerner discusses the policy considerations and effects of physician noncompete restrictions, including legislation considered this session that would have limited their enforcement.

This issue of Insight on Estate Planning looks at making sure your personal property is distributed according to your wishes, building flexibility into your estate plan, avoiding state income taxes with an incomplete nongrantor trust, naming backup beneficiaries, and using newly-available resources to save for individuals with disabilities.

In this issue, you'll find tips on estate planning choices young families might make, handling intellectual property in an estate plan, avoiding undue influence claims, planning to retire abroad, and maximizing the tax benefits of grantor trusts.

On January 8, 2015, the Washington State Supreme Court resolved a conflict between the state's Court of Appeals regarding deficiency judgments and guarantor liability following a nonjudicial foreclosure of the borrower's real property. Chris Graving explains the significance of this decision.

In this issue, you'll find tips on the estate planning benefits of saving for college, potential reasons to appoint a trust protector, substantiating charitable deductions, planning for incapacity, and ensuring your joint bank accounts are set up the way you want them.