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  • July – September 2018

    Many Estate Plans Fail. Will Yours?

     

    Checklist: 2017 Tax Act

     

    Recent Developments: 

    Proposed Regs under Sec. 199A and 643

     

    Planning Potpourri:

    • Senior Safe Act
    • Returns of traditional 60/40 portfolio
    • Decline of Charitable Giving
    • Special purpose LLCs

    Many Estate Plans Fail. Will Yours?

    • Too many estate plans fail. Many fail miserably. Why does this happen? What can be done about it? Good news it is easily fixed. You just have to want to do it. Does it matter? You decide, but in too many cases people bet (and lose!) the most important goals of their lives as a result of planning failure: having to reduce your lifestyle in your later years because of poor financial planning; making lawyers or the IRS your heirs; leaving people you claim to love embroiled in intractable conflict; or losing dignity and control over your life because of illness or old age. Don’t you want a better result?
    Read more »
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