Estate Planning Newsletter — November 8th, 2022
This month, read about key estate planning questions, how to determine what kind of mortgage is best for you, why out-of-state properties can be a probate headache, and selling stocks at a loss.
This month, read about key estate planning questions, how to determine what kind of mortgage is best for you, why out-of-state properties can be a probate headache, and selling stocks at a loss.
This month, learn about Homeowners’ Deductions for Property Taxes on Personal Residences, Why fair does not necessarily mean “equal” when it comes to dividing your estate between heirs, short-term care insurance, and more.
In this issue of our Estate Planning Newsletter:
Home Sellers’ Profit Exclusions Aren’t One-Time Opportunities; Who Is a ‘Trusted Contact’ for a Brokerage Account?; How to Deal With Estate Litigation; Your Executor Must Wear Many Hats.
In this issue of our Estate Planning Newsletter:
The ‘Fear of Missing Out’ Syndrome; Changes in Homeowners’ Deductions for Mortgage Interest and Taxes; IRS Sounds Alarms on Abusive Tax Shelters and Transactions; What Kind of Insurance Do Homeowners Need?
In this issue of our Estate Planning Newsletter: Can You Use Charitable Trusts?; Medical Deductions for Doctor-Recommended Adjustments; and more!