 |
|
 |

WELCOME to the Smith & Grant bi-monthly newsletter Insight on Estate Planning. You can read any of our newsletters by clicking on the "Table of Contents" link for each newsletter. You can receive each copy of the newsletter as it is published by clicking the "Subscribe" button at the bottom of any newsletter.
TABLE OF CONTENTS
Is a conservation easement right for your parcel of land?
Planning with your retirement account money
HEET shield
Improve your well-being with an HSA.
TABLE OF CONTENTS
Give it some thought before giving
New like-kind exchange rules bring new opportunities
Unmarried couples can smooth uneasiness with a GRIT
The nitty gritty: Gift taxes and GRITs
Domicile issues: When is a home not a home?
TABLE OF CONTENTS
Blueprint for an FLP that can withstand IRS attack
Making the grade with a 529 plan
Alternative uses of 529 plan funds
Are you in good health?
Put your vacation home to work for you
TABLE OF CONTENTS
Turbocharge your nest egg with a 412(i) plan
To split or not to split assets with your spouse
Weigh your business structure
Meet two estate planning goals with a private annuity
TABLE OF CONTENTS
Final considerations
Joint home purchase can reduce estate tax liability
Want an irrevocable trust but uneasy about losing control?
Create a dynasty
TABLE OF CONTENTS
New Year’s resolution: Make annual exclusion gifts
Take baby steps, if necessary
Is a charitable remainder trust still a viable option?
All in the blended family, Deciding who gets what
|
|