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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 receive each copy of the newsletter as it is published by clicking the "Subscribe" button at the bottom of any newsletter.


November - December 2005 - Insight on Estate Planning 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.




    • October - November 2005 - Insight on Estate Planning Newsletter

    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?




    • August - September - Insight on Estate Planning Newsletter

    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




    • June - July - Insight on Estate Planning Newsletter

    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




    • April - May - Insight on Estate Planning Newsletter

    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




    • February - March Insight on Estate Planning Newsletter

    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








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