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Your Estate Matters Newsletter Archive


Your Estate Matters Newsletter Vol 9.3

Articles included in this issue include:

  • The Most Common Mistake After Losing a Loved One
  • FDIC Rule Changes
  • True Story: How Not to Disclaim an Inheritance
  • IRS Wins FLP Tax Cases
  • Do you Qualify?
  • Battle of the Exes
  • Estate Planning for Out-of-State Family Members

 MORE


Your Estate Matters Newsletter Vol 9.2

Articles included in this issue:

  • Equal Love, Unequal Division
  • Keeping It in the Family
  • Can Money Buy Happiness?
  • Your Life Changes, Does Your Estate Plan?
  • True Story: White Sox Owner Strikes Out!
  • Safeguarding Originals Is Critical
  • Estate Planning for Out-of-State Family Members

 MORE


Your Estate Matters Newsletter, Vol 8.4

Articles included in this issue:

  • New Medical Privacy Regulations Bring Wide Confusion
  • 5 Simple Estate Planning Mistakes
  • JGTRRA - What Does the Newest Bush Income Tax Decrease Mean for Your Estate Plan?
  • Estate Tax Law Update - Stay Alert - Big Changes in Estae Tax Laws Can Mean a Lot to Your Estate Plan
  • Essential Facts You Need To Know About Nursing Homes
  • True Story - Katherine Hepubrn: A Private Life, Not So Private Anymore.

 MORE


Your Estate Matters Newsletter, Vol 8.3

Articles included in this issue:

  • Don't Gamble With Your Future
  • Family Limited Partnership Mistakes
  • Keep Your Life Insurance in the Family: ILIT Mistakes
  • 3 Medicaid Mistakes to Watch Out for
  • Avoiding Family Feuds: Discuss, Don't Wait.
  • True Story- Charles Kuralt: More Than Reporting "On the Road."

 MORE


Your Estate Matters Newsletter Vol 7.3

Articles included in this issue:

  • Live Longer, Distribute Less. New Ira Law Changes Mean Simpler Calculations, Less Time To Determine Beneficiaries.
  • Mixed Families, Mixed Feelings-Inheritance And Second Marriages
  • What Is A Medicaid Trigger And Why Do I Need One?
  • Interesting Tax Facts: A fun look at America's tax code.
  • Ignorance of the Law Is No Excuse - Especially in Estate Planning
  • Trust Administration: Who's Responsible for What?

 MORE


Your Estate Matters Newsletter Vol 7.2

Articles included in this issue:

  • Don't Need That Big Inheritance? Maybe a Disclaimer Can Help
  • Unlimited Gifting Through Medical and Educational Expenses - You Can Do More Than You Think
  • Special Needs Require Special Planning
  • Give the Gift of Education - 529 Education Savings Plans Make the Grade
  • Even a Princess Has to Mind the Details
  • Education Expenses - What Qualifies?
  • Tax Law Changes

 MORE





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