Publications

This edition of Insight on Estate Planning explores using portability to reduce your estate tax liability, whether to make life insurance part of your estate plan, working with new Social Security rules, making sure intrafamily loans don't lead to unexpected tax bills, and the implications of three types of life insurance for your estate plan.

In this issue of Insight on Estate Planning, you'll find tips on addressing the needs of elderly parents in your estate plan, making sure your digital assets are accessible to family members, donating art, helping college-age children develop an estate plan, and understanding term and traditional whole life insurance.

This issue of Insight on Estate Planning provides tips on taking advantage of record low interest rates, choosing the right strategy for protecting your assets, understanding how taxes may affect trusts, dealing with state estate taxes, and estate planning for young adults.

The year end issue of Insight on Estate Planning discusses using defined-value gifts to help minimize or eliminate gift taxes, funding long-term care insurance through tax-free exchanges, reducing potential conflicts around a family vacation home, new regulations around selling your interest in a charitable remainder trust, and vetting charities for year-end donations.

This issue of Insight on Estate Planning discusses the effects of the Net Investment Income Tax on your estate plan, what goals can be achieved using noncharitable purpose trusts, how to address adopted children or stepchildren in your estate plan, possible pitfalls of owning property jointly with a family member, and what Washington's new Directed Trust Act might mean for your estate plan.

Karolyn Hicks explains litigation, arbitration, mediation and binding agreements under TEDRA.