Publications

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.

In this issue, the impacts of the Tax Cuts and Jobs Act on tax liability, how a second marriage calls for an estate plan review, using a retirement plan to benefit heirs, and considerations for Washington residents thinking of snowbirding are discussed.

This issue reviews estate planning strategies for different stages of life, basis consistency rules when inheriting property, estate tax concerns, and the downsides of a "do-it-yourself" will.

In this year-end issue of Insight on Estate Planning, you'll find an introduction to the probate process, suggestions for protecting your assets, information on long-term care planning, an explanation of how to use direct payments to avoid paying gift tax, and a breakdown of when you might need a revocable living trust.