Technology enables a deceased person to express wishes to his or her assembled family from beyond the grave, but states generally require wills to be physical documents that are written, signed and properly witnessed during a...more
In This Issue:
- Stretch out estate tax on business interests
- Maintaining family harmony: Balance beneficiaries’ needs with a total return unitrust
- Is a donor-advised fund right for you?
- Estate planning...more
A “blended family” is more than just a staple of TV sitcoms. Today, it’s not unusual for a household to include children and even grandchildren from prior marriages, as well as adopted family members or same-sex couples....more
When drafting an estate plan, the centerpiece is a will or living trust. Such a document determines who gets what, where, when and how, as well as tying up the loose ends of an estate. A valid will or living trust can be...more
In This Issue:
- Alternate valuation date: Flexible postmortem planning a plus when markets are volatile
- The write stuff: A letter of instructions
- Making the most of your GST tax exemption
- Estate...more
7/28/2016
/ Asset Valuations ,
Beneficiaries ,
Date of Valuation ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
GST ,
Real Estate Transfers ,
Tax Exemptions ,
Trusts ,
Wills
In addition to essentials such as clothing, toiletries, bedding and a laptop, students heading off to college in the fall also should “pack” all the necessary financial and medical documents. This brief article details...more
Typically, an estate plan includes accommodations for one’s spouse, children, grandchildren and even future generations. But some members of the family can be overlooked, such as parents or in-laws. This article offers a...more
Have you addressed elderly parents in your estate plan?
Typically, an estate plan includes accommodations for your spouse, children, grandchildren and even future generations. But some members of the family can be...more
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...more