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The Estate Planner

A Newsletter for estate planning practitioners

The Estate Planner
 

March 16, 2016

Family Drama In A Galaxy Far Far Away

Will Sleeth

According to George Lucas, Star Wars is “all about family problems.” So, how would this fictional family deal with an all-too common real life issue?

FULL ARTICLE


Revocable Trusts May Be the Solution to Your Client’s Needs

WealthCounsel Staff

A revocable trust-centered estate plan offers many benefits a plain old last will and testament can’t.

FULL ARTICLE


Notice of Federal Tax Lien Filing Upheld Against Estate

Dawn S. Markowitz

In sustaining the IRS’ notice of a federal tax lien, a Tax Court court held that an estate was responsible for interest on a 2003 gift tax liability, despite a settlement with the IRS in 2010 of estate tax liability.

FULL ARTICLE


IdeaXchange

Avoiding the Unpleasant Conversation

Stacy E. Singer

Three best practices for communicating with clients, especially when it involves breaking news that they may not want to hear.

FULL ARTICLE


Free Webinar

Practical Planning for Clients Owning Artwork

Thursday, March 24, 2016 2 p.m.

This webinar will explore the advantages and disadvantages of the various planning options for clients with artwork and collectibles.

REGISTER


 

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