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December 1, 2016 / Newsletters

Insight on Estate Planning, Year End 2016

Weinstock Manion is pleased to present the Year End 2016 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:

6 estate planning techniques for blended families
A “blended family” is more than just a staple of TV sitcoms. Today, it’s not unusual for a household to include children and even grandchildren from prior marriages, as well as adopted family members or same-sex couples. These various family arrangements can create estate planning complications that could lead to challenges in the courts. This article examines six techniques that can reduce the chances of family squabbles and preserve wealth for heirs. A sidebar notes the importance of updating plan and policy beneficiaries, since beneficiary designations generally trump conflicting provisions of a will.

If it’s broken, fix it! Trusts that no longer achieve their objective can be repaired
What with changing life circumstances and new tax laws, not to mention potential mistakes made when an estate plan was first drafted, the trusts used in the plan may now be “broken.” This article details why trusts break and techniques to use to repair them.

Preparing for a new year – Take time now for a quick estate plan review
Year end is the time to make certain estate planning provisions to protect the interests of heirs and minimize potential estate tax liability. It’s also a good time to conduct a quick review of your estate plan. This article explains what the review should cover.

Estate Planning Pitfall – You’re donating high-basis stock to charity
As the end of the year approaches, many may begin thinking about making gifts to qualified charitable organizations as a way to reduce potential estate and income tax liability while supporting a worthy cause. This brief article explains the potential outcome of donating high-basis stock.

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