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.
Estate Planning Newsletter — December 6th, 2022
Can a handwritten will be accepted? Read this month’s newsletter for the answer to that question and more!
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.
Estate Planning Newsletter — October 11th, 2022
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.
Estate Planning Newsletter — September 13th, 2022
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.
Estate Planning Newsletter — August 16th, 2022
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?