Publications

Karolyn Hicks explains litigation, arbitration, mediation and binding agreements under TEDRA.

The August/September issue of Insight on Estate Planning covers protecting assets in the event of a divorce, using ABLE accounts to save for people with disabilities, making net gifts to reduce tax liability, keeping your powers of attorney up-to-date, and creating directed trusts.

In this issue, you'll find an introduction to basis planning, an exploration of whether a private annuity would benefit your estate plan, tips on dealing with estate tax impacts on family businesses, a review of potential pitfalls involved in holding real estate in your IRA, and guidelines for keeping your financial documents organized.

This issue of Insight on Estate Planning looks at making sure your personal property is distributed according to your wishes, building flexibility into your estate plan, avoiding state income taxes with an incomplete nongrantor trust, naming backup beneficiaries, and using newly-available resources to save for individuals with disabilities.

In this issue, you'll find tips on estate planning choices young families might make, handling intellectual property in an estate plan, avoiding undue influence claims, planning to retire abroad, and maximizing the tax benefits of grantor trusts.

In this issue, you'll find tips on the estate planning benefits of saving for college, potential reasons to appoint a trust protector, substantiating charitable deductions, planning for incapacity, and ensuring your joint bank accounts are set up the way you want them.