The Estate Planner

Tuesley Hall Konopa provides The Estate Planner, a curated resource of articles to help
our clients make informed decisions that can affect wealth management strategies.

July/August 2020 Estate Planner

July/August 2021

  • Annual exclusion gifts – a deceptively powerful estate planning strategy
  • Avoid these 6 estate planning pitfalls
  • Estate Planning Red Flag – Your college-aged child doesn’t have an estate plan
Charitable Giving 2021, Tuesley Hall Konopa, LLP South Bend, Elkhart IN

May/June 2021

  • Charitable giving in 2021
  • Is it time to review your beneficiary designations?
  • What a difference six months can make
  • Estate Planning Red Flag – You and your spouse have elected to “split” gifts
Trust and Estate Planning

March/April 2021

  • Can beneficiaries borrow from a trust?
  • Taking steps to protect your will from being contested
  • Defined-value gifts – Plan carefully to avoid unpleasant tax surprises
  • Estate Planning Red Flag – You own real estate in more than one state
When is the right time to transfer wealth? Estate Planning by Tuesley Hall Konopa, LLP

January/February 2021

  • Can a charitable trust replicate a stretch IRA?
  • Power up your trust with Crummey powers
  • Net gift technique can reduce your gift tax
  • Estate Planning Red Flag – You haven’t named contingent beneficiaries
The Estate Planner provided by Tuesley Hall Konopa, LLP

November/December 2020

  • A SPA Trust can improve the flexibility of your estate plan
  • Opportunities and challenges – Valuation in the age of COVID-19
  • Appointing a guardian for your children can be a difficult task
  • Estate Planning Red Flag – You don’t have a will
September/October Estate Planner, Tuesley Hall Konopa, LLP, South Bend, IN

September/October 2020

  • Estate planning in a socially distanced environment
  • Valuation of pass-through entities – Why tax-affecting matters
  • What are your options to pay for long-term care?
  • Estate Planning Red Flag – Your revocable trust isn’t fully funded

Get The Estate Planner

A cornerstone of our practice is helping business owners and individuals protect and preserve their assets through estate planning and the administration of estates. We provide The Estate Planner newsletter six times a year to help our clients make better-informed decisions when planning for their futures.

Our estate planning and elder law attorneys understand that each client’s goals for the future are unique. With this in mind, they design estate plans and trusts that effectively meet these goals. Call 574.232.3538 for an appointment to create or update your estate plan.

Disclaimer: The Estate Planner newsletter is for informational purposes only and should not be relied upon as legal advice. In no case does the published material constitute an exhaustive legal study, and applicability to a particular situation depends upon an investigation of specific facts. You should consult an attorney for advice regarding your individual situation. (Advertising material.)