Publications

This issue covers challenged wills, why contingent beneficiaries matter, net gifts, how to talk to your spouse about estate planning, and estate planning for parents of minors.

This issue covers small business owners use of the valuation method, executing a codicil on your will, deciding when to transfer wealth, avoiding digital assets in your estate plan, and Revocable Living Trust.

This issue covers bypass trusts, estate planning during COVID-19, how to create an eldercare plan for an elderly loved one, which type of living trust to use, challenge proof planning.

This issue covers federal estate tax exemption amounts in the new administration, e-wills, how to protect business wealth from creditors, and the return of RMDs.

This issue covers the benefits of an irrevocable life insurance trust, 529 Plans, the pitfalls of amending your will yourself, and what you need to know about the Uniform Electronic Wills Act.

This issue covers the benefits of charitable lead trust (CLT), powers of appointment, the meaning of "probate," tax requirements necessary to split gifts, and when to name a professional fiduciary.