November/December 2018

  • Do you have a Flex plan?
  • The net investment income tax is alive and well
  • Does your estate include intellectual property?
  • Estate Planning Red Flag – You’re borrowing from your retirement plan

September/October 2018

  • Sec. 6166 – Estate tax relief for family businesses
  • Put pen to paper – A letter of instruction and a mission statement add clarity to an estate plan
  • Estate Planning Red Flag – Your charitable gifts are unrestricted

July/August 2018

  • Thinking about a Roth IRA conversion? Now may be the ideal time
  • Estate planning solutions for members of the “sandwich generation”
  • New pass-through deduction creates estate planning opportunities
  • Estate Planning Red Flag – You’re getting divorced

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

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.