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October 1, 2017 / Newsletters

Insight on Estate Planning, October/November 2017

Weinstock Manion is pleased to present the October/November 2017 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:

Social Security benefits: When is the right time to begin receiving payments?
For those nearing the age when they can begin receiving Social Security benefits, it’s important to understand how the timing of applying for benefits can affect monthly payments. This article explains what factors to consider when choosing to apply for benefits and details how Social Security benefits can affect estate planning strategies. A sidebar describes two popular Social Security-related strategies that are no longer available.

Planning ahead after a divorce
For those in the middle of a divorce, the last thing on their mind is a review of their estate plan. However, a major life change, such as a divorce, is a critical time to update an estate plan so that wishes are carried out as one desires. This article examines areas to focus on.

ABLE accounts benefit disabled family members
For families with disabled loved ones who are potentially eligible for means-tested government benefits such as Medicaid or Supplemental Security Income, estate planning can be a challenge. One potential tool is to open a Section 529A account (also known as an ABLE account). This article details how an ABLE account works and compares it to a special needs trust.

Estate Planning Pitfall: You chose your executor too hastily
Haste makes waste. Or, in the case of estate planning, it can lead to other problems and, possibly, financial loss. Notably, if you don’t take enough time to choose the executor for your estate, the “wrong call” can cost your family. This brief article explains what to consider when appointing an executor.

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