294
Showing all 2 results
-
Estate Planning Red Flag – Your estate plan doesn’t treat your grandchildren equally
July / August 2020
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 294
Abstract: Many people, when planning their estates, simply divide their assets equally among their children. But “equal” doesn’t necessarily mean “fair.” It all depends on the family’s circumstances. This brief article explains that providing for grandchildren is one area where equal treatment can inadvertently result in unfairness.
-
Estate Planning Pitfall – You’re not taking advantage of your lifetime gift tax exemption
June / July 2018
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 294
Abstract: Given the substantially increased combined gift and estate tax exemption amount established by the Tax Cuts and Jobs Act, now is the time to re-examine lifetime gift-giving strategies. This brief article explains why making lifetime gifts is less likely to result in estate tax liability.