by Jennifer Jett | 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,... by Jennifer Jett | 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... by Jennifer Jett | 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... by Jennifer Jett | 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... by Jennifer Jett | 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...
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