Newsletters

Thursday, 05/01/2025

Trust planning - Practical trust planning Choice of executor or trustee Investments - A nation of investors Tax current trends - New target date E-filing booms Reduction in force

Friday, 03/28/2025

Estate planning - Who will be your successor trustee? Accidental estate planning. Social Security Taxes on benefits.

Tuesday, 03/04/2025

Estate planning - Should you consider a living trust? Checklist of living trust benefits. Seven factors for successful trusteeship. Estate planning for art. 2025 could be a major year for estate planning.

Saturday, 02/01/2025

Estate planning - The least pleasant part of estate planning. A picture is worth a thousand words.

Thursday, 01/02/2025

Retirement planning - Critical questions in planning for incapacity. The critical issue for living wills. Retirement plan changes in 2025. Tax currents - Tax burden distribution.

Wednesday, 12/04/2024

Estate planning - How to solve the trusteeship puzzle. Amateur trustees—watch out for these five traps. The case of the lost will. Retirement planning - Timing is Important for QCDs.