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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 subscribe to our newsletter by clicking here and emailing us your name and address.



February/March 2010 - Insight on Estate Planning Newsletter

TABLE OF CONTENTS
The Roth IRA: A powerful estate planning tool


Splitting the insurance bill
Family split-dollar arrangements can reduce gift taxes


I'll take a pass
Use a qualified disclaimer to forgo an interest in property


Estate Planning Pitfall
You haven't looked at your estate plan in light of estate tax law uncertainty




April/May 2010 - Insight on Estate Planning

TABLE OF CONTENTS
Do you know the impact of the 2010 estate tax repeal on your estate plan?


Teach your children well
Education is the key to an estate plan that leaves your desired legacy


The installment sale: A viable option for transferring appreciating assets


Estate Planning Pitfall
You haven't provided for the removal of a trustee




June/July 2010 - Insight on Estate Planning

TABLE OF CONTENTS
Finding stability amid uncertain estate tax law
Defined-value gifts can limit tax exposure


Should you move your trust?


Family matters
Dealing with incapacity guardianship/conservatorship issues and your elderly parents


Estate Planning Pitfall
You haven't recently reviewed your retirement plan beneficiary designations




August/September 2010 - Insight on Estate Planning

TABLE OF CONTENTS
Fraudulent transfer laws
Don't let creditors undo your estate plan


2 rules make planning complicated if you already own life insurance


Finding your comfort zone
Manage risk to preserve and grow wealth for future generations


Estate Planning Pitfall
You don't have a succession plan for your business




October/November 2010 - Insight on Estate Planning

TABLE OF CONTENTS
Giving: A timeless estate planning strategy


Life's changes beget plan revisions
Disinheriting a child is a difficult, but sometimes necessary, decision


Will health care reform breathe new life into HSAs?


Estate Planning Pitfall
You're planning to name a family member as executor of your estate




Year End 2010 - Insight on Estate Planning

TABLE OF CONTENTS
Social Security: When's the right time to start?


The next steps ...
Putting to rest your deceased loved one's affairs


How much is your life worth?
Conduct a "valuation" before buying life insurance


Estate Planning Pitfall
You haven't considered IRS rules when making a family loan