Publications

This issue covers spousal lifetime access trust, estate tax planning implications of relocating, the importance of a flexible trust, providing a password list to loved ones, and selecting your fiduciaries.

This issue covers estate planning for business owners, accounting for art in estate planning, understanding the terms in health care directives, encouraging elderly relatives to create an estate plan, and estate planning during a pandemic.

This issue covers qualified charitable distributions, owning property jointly, silent trusts, how to avoid choosing the wrong executor, and whether you need a revocable living trust.

This issue covers estate planning for the sandwich generation, using a qualified personal residence trust to transfer ownership of a home, forgiving intrafamily loans, high-risk stock exposure, and year-end gifting.

This issue covers recent tax law changes, charitable tax incentives created by the CARES Act, decanting a trust, creating an estate planning road map, and administering your spouse's or domestic partner's estate.

This issue focuses on how the SECURE Act is impacting estate planning, insulating your estate from creditors, how an HSA can benefit estate planning, restrictions on charitable gifts, and using a GRAT in times when interest is low.