News and Alerts

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

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?

Estate Planning Newsletter — June 21st, 2022

In this issue of our Estate Planning Newsletter: How To Use a Qualified Personal Residence Trust; How To Choose a Good Place To Retire; How To Make Use of Annuities; When Should You Take Social Security Benefits?

Estate Planning Newsletter — May 24th, 2022

In this issue of our Estate Planning Newsletter: Do You Have Enough for Retirement?; Trusts for Those With Addiction Problems; Travel Tips for Senior Citizens; The Psychology of Retirement.

Estate Planning Newsletter — March 29th, 2022

Estate Planning Newsletter — March 29th, 2022

In this issue of our Estate Planning Newsletter: What to Do With an Inherited IRA; Consider These Tips for Early Retirement; What It Means To Die Intestate; What to Know About Incorporation and Taxation.

Estate Planning Newsletter — March 1st, 2022

This month’s articles include: Defined Benefit Plans: The Standard Pension; How To Divide Possessions Among Heirs; Travel Tips for the Elderly; and Student Loans — Your Options.

Estate Planning Newsletter — December 7, 2021

In this issue of our Estate Planning Newsletter: What Is a Conservatorship — and Who Needs It?; What To Know About Special Needs Trusts; Pitfalls You Can Avoid in Your Will; How To Choose a Good Place To Retire.