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  • Business Succession Planning May Be Easier than You Think
• Category: Business succession
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  • Start 2022 the Right Way
• Category: consumer
  • Just When You Thought You Understood the 10-Year Rule, Think Again
  • Estate Planning – Something You Shouldn’t Do Yourself
  • Application of the Updated Life Expectancy Tables
• Category: consumer protection
  • What Everyone Should Know about the New FDIC Regulations
• Category: disinherited beneficiary
  • What an In Terrerem Clause Can Do for You
• Category: Estate Planning
  • Spring Summit 2022: Celebrating Friendship in the Lone Star State
  • The Toll of Serving as Fiduciary
  • The Power in Powers of Appointment
  • Application of the Transfer for Value Rule to the Sale of Life Insurance
  • What Estate of Marion Levine Means for Life Insurance
  • Let’s Talk about Trusts…and Taxation
  • State Income Taxation of Social Security Benefits
  • How Estate Planning for a Family May Trap the Unwary Practitioner
  • The Intersection of Legacy Contacts and Estate Planning
  • Double Your Gifting with Spousal Gift-Splitting
  • The Evolution of our Unified Estate and Gift Tax System
  • How Estate Planning Documents Help Prevent Elder Abuse
  • Estate Planning Reduces Stress During High Anxiety Times
  • Advantages of Using a “Grantor Trust” in Planning
  • Joint Tenancy Problems in Estate Planning
• Category: Estate Planning
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• Category: Uncategorized
  • Chadwick Boseman Demonstrates the Importance of Planning
  • Generational Wealth is Key to Leveling the Playing Field
  • Puerto Ricans are Unique, as Is Estate Planning for Them
• Category: Will

Newsletter

• Your Estate Matters Newsletter, Vol. 27.1
• Your Estate Matters Newsletter, Vol. 26.4