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Your Estate Matters Newsletter Archive

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The Your Estate Matters newsletter is published quarterly and provides a wealth of free, high-quality information covering a variety of Estate Planning and related matters. If you would like FREE access to our complete archive of online editions of the Your Estate Matters Newsletter, click on the below link.

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Your Estate Matters Newsletter Vol 9.3

Articles included in this issue include:

The Most Common Mistake After Losing a Loved One
FDIC Rule Changes
True Story: How Not to Disclaim an Inheritance
IRS Wins FLP Tax Cases
Do you Qualify?
Battle of the Exes
Estate Planning for Out-of-State Family Members

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Estate Planning Services
Assistance with Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Giving.

When Loved Ones Pass Away
Probate Assistance, Trust Administration, and Probate Litigation.

Incapacity Planning
Assistance in pre-planning the handling of a client's affairs in the event they become disabled before passing away.

Business Planning
Business Succession Planning, Small Business Planning, and Lawsuit and Asset Protection.

Elder Law & Medicaid Services
Helping clients qualify for government benefits legally and ensuring their estates are preserved in the process.

Planning for Those With Special Needs
Assistance in creating plans with disabled family members in mind.

Financial Advisor Education Corner
Comprehensive resource center that includes timely Educational Alerts and FYIs, along with Continuing Education Programs for Financial Advisors, covering fundamentals to advanced estate planning and taxation topics.