Publications

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.

In this issue of Insight on Estate Planning, you'll find a review of the uses of Crumney trusts, information about charitable lead trusts, tips on ensuring that asset transfers comply with the relevant laws, an explanation of the IRS's new approach to IRA rollovers, and an article on gift tax exclusions for the payment of certain qualifying expenses.

In this edition you'll find tips on reviewing your estate plan in the event of a divorce, protecting real estate assets, understanding how the generation-skipping transfer (GST) tax may affect your estate plan, dealing with property you own outside your revocable trust, and transferring property at death without the need for a probate proceeding.