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.
This edition includes information on addressing the impact income taxes may have on your estate, creating an estate plan when one spouse is not a United States citizen, determining the best time to start receiving Social Security benefits, ensuring that the death of an owner of a business does not negatively affect the other owners, and providing for minor children in the event that the surviving parent is mentally or physically incapacitated.
This edition includes information on "supercharging" credit shelter trusts, how HSAs can benefit your estate plan, professionalizing intra-family loans, and ensuring that your estate planning documents are easy to access.
This bi-monthly newsletter includes valuable tips from our Estate Planning practice.
This bi-monthly newsletter includes valuable tips from our Estate Planning practice.
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