May/June 2018

  • Avoiding the kiddie tax is more important than ever
  • Expanded 529 plans offer unique estate planning benefits
  • Leave your mark – The Tax Cuts and Jobs Act enhances the power of a dynasty trust
  • Estate Planning Red Flag – Your estate plan includes a formula funding clause

March/April 2018

  • The Tax Cuts and Jobs Act boosts exemption amounts
  • Adequate disclosure – Why you should file gift tax returns even if they’re not required
  • Foreign financial accounts – Don’t overlook FBAR requirements
  • Estate Planning Red Flag – You haven’t created a “road map” for your estate plan

January/February 2018

  • Buy-sell agreements: Handle with care
  • Estate planning when time is short
  • International estate planning: If you’re a non-U.S. citizen, the rules are different
  • Estate Planning Red Flag: You’re transferring your vehicle to your revocable trust

November/December 2017

  • Estate planning for second marriages: 5 tips to consider
  • Year-end in review
  • Should you name a trust as IRA beneficiary
  • Estate Planning Red Flag – Your spouse’s estate missed the portability election deadline

September/October 2017

  • Life Insurance – A Flexible Tool for Charitable Giving
  • Harnessing the Power – Powers of appointment beneficial in an uncertain estate planning environment
  • Unmarried couples must consider alternative planning strategies
  • Estate Planning Red Flag – A significant portion of your wealth is concentrated in a single stock

July/August 2017

  • Uncertainty Reigns – Estate tax repeal now a real possibility
  • Inheriting property? Be aware of the basis consistency rules
  • Account for digital assets in your estate plan
  • Estate Planning Red Flag: You haven’t made your burial wishes clear

If you think you need to talk to an estate planning or elder law attorney you should call 574.232.3538 for an appointment.

Disclaimer: The Estate Planner newsletter provided by our firm 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 investigation of specific facts. You should consult an attorney for advice regarding your individual situation.