The Estate Planner Newsletter
March/April 2012
- Watch your step!
Step transaction doctrine can increase tax on FLP and LLC gifts - HSAs
Dual benefits in one saving strategy - Protecting trust assets when a beneficiary is also a trustee
- Estate Planning Red Flag
You haven’t chosen the right executor or trustee
January/February 2012
- A fresh look at charitable remainder trusts
- Prenups and estate plans: Make sure they work together
- Making a difficult decision
When is it appropriate to have your elderly parent declared incapacitated? - Estate Planning Red Flag
You and your spouse have similar trusts
September/October 2011
- 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 our authority over a trust that holds foreign accounts
July/August 2011
- The GST tax exemption
A tool to generate future tax savings - Estate planning isn’t just about taxes
- Are your loved ones’ inheritances protected?
Add spendthrift language to a trust to safeguard assets - Estate Planning Red Flag
You haven’t planned for incapacity
March/April 2011
- A simple strategy
Pair an IDGT and an installment sale to pass on your business - Do you have a succession 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
January/February 2011
- Short-Term answers, Long-Term questions
- For unmarried couples, estate planning is indispensable
- Happy heirs, an inheritor's trust allows loved ones to noth enjoy your assets and protect them
November/December 2010
September/October 2010
July 2010
May/June 2010
March/April 2010
January/February 2010
- Do you have a liquidity plan?
- Being elastic can be fantastic Stretch your retirement savings for yourself and your heirs
- A blended family requires smart estate planning
- Estate Planning Red Flag You haven't reviewed your estate plan recently
- Transferring the Family Business
- Trust your Trustee
- Estate Planning Red Flags: A Minor is the Beneficiary of your Life Insurance Policy
- Gifting in a Depressed Value Economy
- Perils of Do-it-Yourself Estate Plans
- Importance of Asset Valuations
- Required Minimum Distributions
- Addressing Intellectual Property in an Estate Plan
- Portion Control - Does your tax apportionment clause divide the estate tax pie for best results
- 9 Questions Single Parents Should Ask About Their Estate Plans
- GRAT (Grantor Retained Annuity Trust)
- Life Insurance Policy Transfers
- Post Death Estate Tax Strategies
- GST Issues (Generation Skipping Transfer Tax)