In this issue of Insight on Estate Planning, you'll find information on using the gift tax exclusion to reduce your taxable estate, determining what type of power of attorney works best for you, following IRS rules relating to required minimum distributions from retirement plans, addressing your pets' needs in your estate plan, and the effects of Washington's community property system on your estate plan.
In this edition of Insight on Estate Planning, you'll find information on using an alternate valuation date to save on estate tax, writing a letter of instructions that provides key information and background to your heirs, making the most of your GST tax exemption, understanding potential tax issues when transferring your home to your children, and using an irrevocable life insurance trust to save money.
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.
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