Resource Center
Estate Planning Articles
For your convenience, we have available issues-specific Life & Estate Planning articles. A new article is published each month.
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Charitable Opportunities
(September 10)
Americans have a rich heritage of philanthropy. Unfortunately, too many
taxpayers are involuntary philanthropists because they fail to maximize
the tax incentives to become voluntary philanthropists in support of the
charities of their own choosing.
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Beneficiary Designations
(August 10)
In this issue of our newsletter we shift our attention to one of the most
critical, and often overlooked, aspects of retirement planning. Our lead
article considers common pitfalls in the selection of a designated
beneficiary.
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Majoring in Minor Children
(July 10)
Most Parents expend considerable time and treasure to provide for their
minor children. But not all parents live to see their children enter
adulthood. Our lead article reviews key considerations to provide for your
children in a world without you.
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Educating Young Adults About Estate
Planning
(Jun 10)
By and large, Americans are a rather independent lot. This month's article
reviews some fundamental threats to our personal independence in the
context of estate planning for young adult Americans. You will want to
share this article with the young adults in your life.
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Facing Facts About Death and Taxes
(May 10)
It can be difficult to ponder our own mortality. That is just our human
nature. Nevertheless, the clock is ticking for each of us. Our lead
article highlights some critical issues we all need to address while there
is still time to make proper financial and legal plans.
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Family Limited
Partnerships (April 10)
Family Limited Partnerships offer many benefits, both tax and non-tax. Our
lead article is a primer that explores why they are at once a taxpayer
favorite and a favorite target of the IRS and some courts.
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Lifetime Gifting: Part of Your Multi-Generation Estate Planning (March 10)
Would you prefer to transfer more wealth to your family instead of the IRS? Our lead article summarizes the relevant lifetime gifting rules and considers two common do-it-yourself transfer
methods.
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Five Common Estate Planning
Mistakes (February 10)
Proper estate planning is not just for the rich and famous. Surprisingly,
however, that is a common misconception. Every adult American has an
estate worth planning, regardless of their net worth. In this article we
review some critical estate planning concerns.
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Estate Planning Challenges for Business Owners (January 10)
The survival rate of family businesses from generation to generation is rather dismal. To help prevent your business from becoming an unfortunate
statistic tomorrow, we review some common challenges for you to address today (before it is too late).
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Procrastination & Estate Planning (December 09)
Why doesn’t everyone have their final affairs in order, especially in light of the likelihood of incapacity and the certainty of death? This article takes aim at the chief culprit:
procrastination.
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Seasonal Solutions: The Stages of Life & Estate Planning (November 09)
To everything there is a season. So it is with your Life & Estate Plan. This article uses a Seasons of Life theme to illustrate how your Life & Estate Plan may change with your personal and
financial circumstances over your lifetime.
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Admirable Estate
Administration (October 09)
Have you appointed trusted family members, friends or professionals to
serve as the fiduciaries of your estate plan upon your death? If so,
our lead article is a must-read as we review some of the
responsibilities (and liabilities) they will face.
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