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August 1, 2019 / Newsletters

Insight on Estate Planning, August/September 2019

Weinstock Manion is pleased to present the August/September 2019 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:

Protect your will from legal challenges
To avoid family disputes over a will after one’s death, it’s worth taking the time now to institute steps to protect the will from legal challenges. This article details four specific steps for bulletproofing a will. A sidebar explains the benefits and pitfalls of video recording the signing of a will.

Do you have questions about guardianship?
Parents of a newborn or toddler may be thinking about naming a guardian for their child. This can be a difficult decision, especially if a person has a plethora of choices or, on the other hand, has no one he or she can trust. Or perhaps a person is planning to petition a court for guardianship of a child. In either event, it’s important to adhere to the legal principles under state and local law. This article provides answers to common questions regarding guardianship.

Covering all the bases – Both your business and estate plan can benefit from a buy-sell agreement
A buy-sell agreement provides for the disposition of each owner’s business interest after a “triggering event,” such as death, disability, divorce, termination of employment or withdrawal from the business. However, to be effective, the agreement must include the appropriate provisions. It also should be part of one’s estate plan if the person has an interest in a family-owned or other closely held business. This article explains the ins and outs of a buy-sell agreement.

Estate Planning Pitfall – You’re setting up trusts in your home state
Generally, the logical place to establish a trust is in one’s home state. However, for a variety of reasons, that may not be the best option. One may be better off establishing the trust in a different jurisdiction. This brief article discusses the reasons for setting up a trust out of state.

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