Here’s a brief glance at what you’ll find in the April/May issue.
Opening Up to SLAT Opportunities
Estate tax planning can become complicated when multiple parties are involved. For example, one may be concerned about providing assets to a surviving spouse of a second marriage, while also providing for his or her children from a first marriage. Of course, one will also want to take advantage of favorable estate tax provisions in the law.
Thinking of Moving Abroad? Consider the Estate Tax Planning Implications Before Relocating
Considering moving abroad because of a new career opportunity or looking to retire to a warmer climate? If so, it’s critical to consider how the move may affect one’s estate plan.
Family Advancement Sustainability Trust: A Flexible Trust That Can Achieve Many Estate Planning Goals
While, ultimately, a person creates an estate plan to meet technical objectives, such as minimizing gift and estate taxes and protecting assets from creditors’ claims, he or she should also consider “softer,” yet equally critical, goals, such as educating children on how to manage wealth responsibly.
Estate Planning Pitfall: You Haven’t Provided a Password List to Relatives
Those who are relatively young and in good health typically ignore the possibility that they could suddenly and unexpectedly become incapacitated or even die. In a worst-case scenario, their loved ones will be locked out of their online accounts.
Selecting Your Fiduciaries
Making a good fiduciary selection is crucial to an estate plan.
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