Here’s a brief glance at what you’ll find in the May/June 2017 Estate Planner.
Planning for long-term care
No matter how diligently people prepare, their estate plans can quickly be derailed if they or other loved ones require long-term home health care or an extended stay at a nursing home or assisted living facility. This article explains the planning necessary to offset the skyrocketing costs of long-term care. A sidebar looks at current long-term care insurance deduction limits.
Tangible personal property: Assets with sentimental value require extra thought
As a formal estate planning term, “tangible personal property” likely won’t elicit much emotion from a person. However, the items that make up tangible personal property, such as jewelry, antiques, photographs and collectibles, may be the most difficult to plan for because of their significant sentimental value. This article details the challenges of planning for tangible personal property.
Moving abroad? Consider the tax implications
When planning to move to another country — to retire, to start a new job or for some other reason — it’s critical to consider the income and estate tax implications before relocating. This article considers the income, estate and gift tax implications of moving abroad.
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