The Estate Planner

July/August 2010

  • Gifting offers certainty in uncertain times
  • Ascertainable standards: Why you need to know about them
  • Is your spouse a U.S. citizen? If not, consider using a QDOT
  • Estate Planning Red Flag: Your plan doesn’t name a backup guardian for your minor child

May/June 2010

  • Donating Life Insurance: Turbocharge Your Charitable Gifts
  • Estate Planning for Digital Gifts
  • Ready to Buy a New Home: If so, consider using a joint purchase to ease estate tax liability
  • Estate Planning Red Flag: Your estate plan doesn't contain a no-contest clause.

March/April 2010

  • Is your buy-sell agreement doing its job?
  • Balancing risk and reward: A self-canceling installment note can benefit your estate plan under certain circumstances
  • Mission control: Family mission statement promotes a harmonious estate plan
  • Estate Planning Red Flag: You'v recently divorced and haven't reviewed your estate plan

January/February 2010

  • Do You have a Liquidity Plan?
  • Being Elastic can be Fantastic: Stretch Your Retirement Savings for Yourself and Your Heirs
  • A Blended Family Requires Smart Estate Planning
  • Estate Planning Red Flag: You Haven't Reviewed Your Estate Plan Recently

November/December 2009

  • Is Now a Good Time for a Qualified Personal Residence Trust? (QPRT)
  • Transferring the Family Business: Using a Charitable Lead Annuity Trust (CLAT) Can Benefit Charity and Your Family.
  • Trust Your Trustee: Choosing a Trustee Who Will Carry Out Your Final Wishes.
  • Estate Planning Red Flag: A Minor is a Beneficiary of Your Life Insurance Policy.

September/October 2009

  • FAQs About Donating Real Estate
  • The ROTH IRA: Is it Time to Convert?
  • It's Intentionally Defective: How an Intentionally Defective Grantor Trust (IDGT) can benefit your estate plan.
  • Estate Planning Red Flag: Your child is on the title to your home or other assets.

July/August 2009

  • It's Time to Make Gifts: The struggling economy may allow you to save gift and estate taxes.
  • Do-it-yourself estate planning can lead to costly mistakes.
  • What are these Assets Worth? Valuation is critical to your estate plan.
  • Estate Planning Red Flag: Your planning required minimum distributions from your retirement accounts.

The Estate Planner archives contain publications that have been distributed with the understanding that the author, publisher and distributor are not rendering legal, accounting or other professional advice or opinions on specific facts or matters, and accordingly assume no liability whatsoever in connection with its use.

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Tuesley Hall Konopa, LLP is a full-service law firm servicing northern Indiana, southwestern lower Michigan, Michiana, South Bend, Mishawaka and Elkhart.