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Newsletters
June/July, 2008
Insight on Estate Planning (PDF)
Article highlights:
- Estate planning for an uncertain future
- Leaving a lasting legacy with a dynasty trust
- Powers of appointment: Why decide today when you can put it off until tomorrow?
- Estate Planning Pitfall: Your will or trust doesn’t name contingent beneficiaries
April/May, 2008
Insight on Estate Planning (PDF)
Article highlights:
- Should you donate real estate to charity?
- Many happy returns
- Estate planning in the 21st century
- Estate Planning Pitfall: You and your spouse own most of your property as joint tenants
February/March, 2008
Insight on Estate Planning (PDF)
Article highlights:
- Joint home purchase
- Don't let S corporation stock throw you a curve
- A charitable gift annuity can benefit you and a charity
- Estate Planning Pitfall: You didn’t name a guardian for your minor children
December, 2007
Insight on Estate Planning (PDF)
Article highlights:
- Plan ahead
for peace of mind
- Up your estate tax
exemption ante with
a credit shelter trust
- Help wanted:
Seeking competent
and committed trustee
- Estate Planning Pitfall:
You haven’t planned
for long-term care costs
October/November, 2007
Insight on Estate Planning (PDF)
Article highlights:
- Effective estate planning
for unmarried couples
- The family business:
10 strategies for keeping
sibling rivalry in check
- Trust a living trust
- Estate Planning Pitfall: You haven’t included a no-contest clause in your will
August/September, 2007
Insight on Estate Planning (PDF)
Article highlights:
- What to do with the collectibles
- Trusting your heirs
- All in the family
- Estate Planning Pitfall: Someone may challenge your durable power of attorney
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