Estate Planning
The Estate Planner Newsletter
- Why the value of exemption portability is limited
- At your own risk: The pitfalls of DIY estate planning
- Postmortem affairs: What you need to do after a family member's death
- Estate Planning Red Flag: You don't know the value of your assets
- Pension Payouts. What's the best option?
- Take care of a loved one who has special needs with an SNT
- Shopping for Tax Savings? Relocating a trust to a tax-friendly State
- Estate Planning Red Flag: You have an Interest in or authority over a trust that holds foreign accounts
- The GST Tax Exemption: A tool to generate future tax savings
- Estate Planning isn't just about taxes
- Are your loved one's inheritances protected? Add spendthrift language to a trust to safeguard assets
- Estate Planning Red Flag: You haven't planned for incapacity
- Lifetime gifts are more important than ever
- Are you protecting your business interests?
- 2010 Tax Releif Act: 2 Notable omissions provide continuing opportunities
- Estate Planning Red Flag: Your estate plan contains a formula clause
- A Simple Strategy: Pair an IDGT and an installment sale to pass on your business.
- Do you have a sucession plan for your vacation home?
- Helping a family member in need: don't let your intrafamily loan run afoul of the IRS
- Estate Planning Red Flag: Crummey powers provide for withdrawal of a specific dollar amount
- 2010 Tax Relief Act and your Estate Plan: Short-term answers, long-term questions
- For unmarried couples, estate planning is indispensable
- Happy Heirs: An inheritor's trust allows loved ones to both enjoy your assets and protect them
- Estate Planning Red Flag: You don't know whether to file a gift tax return
