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April 5, 2022 / Newsletters

Insight on Estate Planning, April/May 2022

Weinstock Manion is pleased to present the April/May 2022 issue of Insight on Estate Planning, our bi-monthly newsletter. We encourage you to read it for ways to implement your estate plan more effectively, including ways to minimize taxes on your estate so as to maximize its value for your loved ones. We realize that we cannot fully address these complex issues in a few short articles, so we invite you to contact us to discuss your specific needs.

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In this issue:

Need To Make A “Quick Fix” To Your Will?
Executing A Codicil May Be The Answer
For most people, the first step in estate planning is to create a legally enforceable will. But what if some circumstances have changed since the will was drafted? It may be in need of a “quick fix.” This article explains how a codicil can supplement an existing will.
Read this article.

Decisions, Decisions
Many Factors Go Into Deciding When To Transfer Wealth
A critical estate planning decision is whether to transfer wealth during one’s life or keep assets in his or her estate and transfer the wealth to loved ones after death. This decision is further complicated by the fact that the inflation-adjusted gift and estate tax exemption amount currently is scheduled to be halved after 2025. This article examines various factors to consider when deciding to transfer wealth.
Read this article.

Estate Planning Pitfall:
You’ve Overlooked Digital Assets In Your Estate Plan
Traditionally, an estate plan addresses one’s tangible assets, such as cash and securities, investment real estate, vehicles, and a house. But this is 2022. Increasingly, people are living in a digital world, where prized possessions include online bank accounts, social media accounts and other significant items protected “in the cloud.” This brief article explains why it’s important to address digital assets in an estate plan.
Read this article.

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