Below is a brief glance of what you'll find in the March/April 2021 issue of The Estate Planner.
- Can beneficiaries borrow from a trust?
- Taking steps to protect your will from being contested
- Defined-value...more
Below is a brief glance of what you'll find in the January/February 2021 issue of The Estate Planner.
- Can a charitable trust replicate a stretch IRA?
- Power up your trust with Crummey powers
- Net gift technique...more
A SPA trust can improve the flexibility of your estate plan -
We live in uncertain times. There’s uncertainty about the economy as well as the possibility of tax increases to address the rising federal debt. For example,...more
As we continue to recover from the COVID-19 pandemic and much of the economy reopens, the “new normal” demands continued social distancing in many areas of life. What does this mean for estate planning? Clearly, estate...more
Don’t overlook foreign assets when planning your estate -
You’d be surprised how often people fail to disclose foreign assets to their estate planning advisors. They assume that these assets aren’t relevant to their “U.S.”...more
6/2/2020
/ Asset Management ,
Beneficiary Designations ,
Charitable Deductions ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Federal Taxes ,
Generation-Skipping Transfer ,
Gift Tax ,
Income Taxes ,
Tax Exemptions ,
Tax Planning ,
Trusts
The SECURE Act -
What it means for your retirement and estate plans -
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the most significant pieces of retirement plan legislation in...more
Creating an education legacy -
For many people, an important goal of estate planning is to leave a legacy for their children, grandchildren and future generations. And what better way to do that than to help provide for...more