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  • October- December 2016

    Was Your Estate Plan Trumped?

     

    Checklist: Notre Dame

     

    Recent Developments: Trust Modification

     

    Planning Potpourri:

    • Broke Retirement
    • QTIP Election
    • Grantor Trusts
    • Social Security
    • Pulling Hair Out Over Heirs
    • Revise Wills/Revocable Trusts

    Was Your Estate Plan Trumped?

    • So the Viking wants to know what’s in your wallet. But if you thought it was complicated figuring out how to get the most points out of a credit card rewards program, that ain’t nuttin compared to finding estate planning Valhalla. This has been a wild year of estate tax changes, but next year may be the 100 year tax wave
    Read more »
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