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  • July – September 2016

    Discounts Disappearing; Hillary vs. Donald

     

    Checklist: Protectors

     

    Recent Developments: Divorce Property Transfers, Death with Dignity, South Dakota Community Property Trust

     

    Planning Potpourri:

    • Validate Wills/Trusts
    • Foreign Account Reporting by Agent under Power of Attorney
    • Donating Your Body for Scientific Research

    Discounts Disappearing; Hillary vs. Donald

    • I might be the “little estate planner who cried wolf” just like in 2012, but for you it might be a classic “you snooze you lose tax benefits.” Although it remains uncertain what the final Regs will do, or when they will be effective, waiting could be dangerous.
    Read more »
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