Publications

This issue covers transfer tax, gift tax return, letter of instructions, not including a close relative in your will, and pre- and post-nuptial agreements.

This issue reviews the duties of executors and trustees, benefits of durable power of attorney, accounting for digital assets, the importance of full disclosure regarding assets, and an update on the Stokes Lawrence Estate Planning group.

This issue discusses intentionally defective grantor trusts, the seven deadly estate planning sins, the benefits of converting to a Roth IRA, addressing pets in estate plans, and managing nonprobate assets.

This issue focuses on estate planning for married couples where one spouse is not a U.S. citizen, drafting a letter of instruction, kiddie tax, the pitfalls of waiting too long to transfer ownership of a life insurance policy, and incorporating charitable giving into your estate plan.

The August/September issue of Insight on Estate Planning covers protecting your will from legal challenges, guardianship, buy-sell agreements, the best place to set up a trust, and the responsibilities that come with being a Trustee.

The June/July issue covers charitable remainder trusts, alternate valuation dates for asset valuation, foreign account recording requirements, formal funeral arrangements, and eco-friendly alternatives to traditional burial.