Publications

This issue of Insight on Estate Planning reviews charitable giving under the new tax law, how to understand a will, whether you should include a tax apportionment clause in your estate plan, state tax laws that you may want to take into account, and things to keep in mind when making educational gifts to students.

This issue of Insight on Estate Planning reviews how recent tax legislation affects estate "portability" for married couples, using buy-sell agreements to ensure the health of your business after an owner's death, the tax and estate planning implications of moving abroad, taking full advantage of your lifetime gift tax exemption, and new IRS regulations governing auditing, assessing and collecting underpayment of tax from partnerships.

This issue of Insight on Estate Planning addresses using ESOPs to share equity in your closely held business, protecting your assets from creditors, preparing parents for nursing homes, transferring ownership of life insurance to a trust, and reviewing joint tenancy accounts.

This installment of Insight on Estate Planning covers the impact of when a spouse suddenly dies, how the Tax Cuts and Jobs Act affects estate planning strategies, transferring a vacation home, planning for long-term care, and choosing a personal representative.

This year-end issue of Insight on Estate Planning covers the potential advantages of turning down an inheritance, the importance of addressing intellectual property in your estate plan, reviewing your estate plan, the challenges of retiring to a foreign country, and the implications of Washington's new trust decanting law.

This installment of Insight on Estate Planning explores the best time to start receiving Social Security benefits, how to revise your estate plan after a divorce, using ABLE accounts to benefit family members with disabilities, choosing the right executor for your estate, and how certain medical and educational expenses paid as gifts may qualify for tax exclusion.