In This Issue:

- The net investment income tax and your estate plan: How one affects the other

- Use a noncharitable purpose trust to achieve a variety of goals

- Addressing adopted children or stepchildren in your estate plan

- Estate Planning Pitfall: You jointly own property with a family member

- Excerpt from Addressing adopted children or stepchildren in your estate plan:

Families that have children who are adopted, or stepchildren who haven’t been legally adopted, face unique estate planning challenges. Additional consideration must be taken when a family includes an unmarried couple in a long-term relationship and one person has biological or adopted children. If your family’s makeup is as such, it’s important to understand your estate planning options...