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December 1, 2017 / Newsletters

Insight on Estate Planning, Year End 2017

Weinstock Manion is pleased to present the Year End 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:

When should you turn down an inheritance?
If a person expects to receive an inheritance from a family member, he or she might choose to use a qualified disclaimer to refuse the bequest. As a result, the assets will bypass their estate and go directly to the next beneficiary in line. This article explains the benefits of using a qualified disclaimer.

Addressing intellectual property requires careful estate planning
Intellectual property (IP), such as copyrights and patents, can hold enormous value. Whether IP rights are a significant source of wealth or only a small fraction of an estate, it’s critical that it be properly addressed in an estate plan. This article explains what IP is and how to account for it in an estate plan.

Year end is an ideal time to review your estate plan
As of this writing, it’s still anybody’s guess as to whether Congress will enact major tax reform legislation affecting federal gift and estate taxes. This situation casts a large shadow over estate planning at the end of 2017 and how to proceed for 2018. Nevertheless, a year-end review of one’s estate plan is recommended. This article details what areas of a plan to focus on.

Estate Planning Pitfall: You’re retiring to a foreign country
If plans call to relocate to another country after retirement, be aware that they may be tarnished if a person doesn’t look into all potential estate tax and income tax implications first. This brief article explores three areas of concern.

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