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Insight on Estate Planning - Year-End 2017
Dec 06, 2017

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.

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Insight on Estate Planning - October/November 2017
Oct 05, 2017

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.

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It's Not Me, It's You
Sep 1, 2017

In this article, published in the King County Medical Society Bulletin, Tom Lerner outlines the steps health care practitioners can take to legally and gracefully exit a partnership.

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Insight on Estate Planning - August/September 2017
Aug 08, 2017

Check out this issue of Insight on Estate Planning for information on the potential effects of changes to the federal estate tax, how a 529 plan can benefit your estate plan, whether a spendthrift trust can help achieve your goals, what happens if you die without having drafted a will, and how to include provisions for your pet in your estate plan.

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