The Estate Planner – July / August 2017

by | Jul 11, 2017 | Publications

  Here’s a brief glance at what you’ll find in the July/August 2017 issue of The Estate Planner.   Uncertainty reigns: Estate tax repeal now a real possibility Both President Trump and the Republican majority in Congress support elimination of “death” taxes,...

The Estate Planner – May/June 2017

by | May 2, 2017 | Publications

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...

The Estate Planner – November/December 2016

by | Oct 31, 2016 | Publications

Below is a brief glance at what you’ll find in the November/December 2016 issue of The Estate Planner. The cost segregation study: An overlooked estate planning tool Owners of commercial and rental residential real estate often use cost segregation studies to...

The Estate Planner – September/October 2016

by | Sep 6, 2016 | Publications

Here’s a brief glance at what you’ll find in The Estate Planner September/October 2016.   Asset protection: Preserving wealth for yourself and your heirs There are many techniques available to protect one’s assets, from giving them to loved ones to placing them...

The Estate Planner – May/June 2016

by | May 7, 2016 | Publications

Enjoy the May/June 2016 Estate Planner!  Below is a preview of the topics.   Charitable IRA rollover offers significant benefits At the end of last year, Congress reinstated — and made permanent — qualified charitable distributions from IRAs, also known as charitable...