Estate Planning Newsletter — January 3, 2023
Learn about how to manage the balance of stocks and bonds in your portfolio, how to create a business succession plan, and more in this month’s newsletter.
Learn about how to manage the balance of stocks and bonds in your portfolio, how to create a business succession plan, and more in this month’s newsletter.
Can a handwritten will be accepted? Read this month’s newsletter for the answer to that question and more!
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?