News You Can Use
Here we've assembled links to our recent newsletters, each delving into topics germane to modern wealth and human planning.
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To Trust or Not To Trust
Estate Tax Changes in 2010
Legacy Planning Day
Estate Planning Milestones
Windfalls
Health Care Powers of Attorney
Living Wills
The 990n e-postcard
IRA Stretchout
The Pension Protection Act
Medicare D
The HIPAA Act
Estate Planning for Resident Aliens
Incentive Trusts & Trust Protector
Estate Planning for Domestic Partnerships
IRS Issues Final Rules on Minimum Distributions
Minimum Required Distributions - The New Proposed Regs
Family Limited Partnerships - Recent Developments
Offshore Trusts: Benefits and Limitations
Estate Planning with QTIP Trusts
Variable Annuities
Conservation Easements
Rule Change Creates New Gift Reporting Strategies
What You Should Know about Joint Tenancy
Suggestion Box
If you have a specific issue related to your lifetime or estate planning, please email us a brief suggestion and we'll address items in future newsletters.