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Your Estate Matters Newsletter Archive


Your Estate Matters Newsletter, Vol. 12.1

Articles included in this issue:

  • How to Avoid Disputes When Planning Your Estate
  • Social Security and Retirement: Working Could Cost you Dearly
  • Reduce Your Estate Taxes by Making Gifts
  • Pay Off Your Mortgage Faster: Mortgage Accelerator Loans
  • True Story: Elder Abuse

 MORE


Your Estate Matters Newsletter, Vol. 11.4

Articles included in this issue:

  • Everyone Needs Asset Protection
  • All Assets Are Not Created Equal
  • Estate Planning is Life Planning
  • Common Estate Planning Mistakes
  • Ethical Wills
  • True Story- While a Tattoo May Be Permanent, It’s not an Estate Plan

 MORE


Your Estate Matters Newsletter, Vol. 11.3

Articles included in this issue:

  • Do You Spend More Time on Vacation Planning Than Estate Planning?
  • Guardianships, Custodianships, and Surrogates: What You Should Know
  • True Story: Bob Hope's Wishes Were Public..and Private
  • What Should Be in an Estate Plan Letter
  • Hats Off to the Hospice Support for the Patient and the Family
  • Estate Planning for your Out of State Relatives

 MORE


Your Estate Matters Newsletter Vol. 11.1

Articles included in this issue:

  • New Medicare Drug Plan: Beware of Scams
  • Special Planning for Special Needs People
  • True Story: Peter Jennings leaves $50 Million Estate
  • Do New Medicaid Rules Endanger Your Benefits?
  • Moving to Another State? How Does That Impact Your Estate Plan?

 MORE


Your Estate Matters Newsletter Vol 10.4

Articles included in this issue:

  • Understanding Grief (and making decisions during difficult times)
  • True Story: Bury Me Nude! One Man's Strange Burial Wishes
  • Bankruptcy Law Changes
  • Who Gets the Frequent Flier Miles? Inheriting More Than Money
  • Hospice Care: What is Hospice?
  • Elder Abuse: How to Recognize it, Whom to Call

 MORE


Your Estate Matters Newsletter Vol 10.3

Articles included in this issue:

  • Identify Theft Danger - Are You Credit "Aware"?
  • Your Financial Records: How Long Should You Keep Them?
  • Will Your Child Choke on a Silver Spoon?
  • Tired of Telemarketers?
  • Unscrambling New Tax Notification Regulations
  • True Story: Deceased Celebrities Keep on Earning... Can You?
  • Estate Planning for Your Out-of-State Relatives

 MORE


Your Estate Matters Newsletter Vol 10.2

Articles included in this issue:

  • Unequal Division of Assets: Sometimes Fair Isn't Always Equal
  • Are Two Heads Really Better Than One: When to Use Co-Trustees
  • True Story: Terry Schiavo's Final Message
  • Estate Planning Terms You Should Know
  • Get Your Regular Estate Planning Checkup:
  • New IRS Proposals Designed to Tighten Estate Planning Rules
  • It's Better to Give and Receive: Using Charitable Remainder Trusts

 MORE


Your Estate Matters Newsletter Vol 10.1

Articles included in this issue:

  • More Important Than Money
  • Estate Plan Reviews Can Avoid Big Troubles Later
  • Do You Know
  • Living Wills and Organ Donations: Put it in Writing
  • Consumer Alert: Watch Out for Trust Mills
  • True Story
  • Estate Planning for Out-of-State Residents

 MORE


Your Estate Matters Newsletter Vol 9.4

Articles included in this issue:

  • Plan Early For Big Tax Savings
  • Minimum IRA Distributions
  • Estate Planning With Your Pets in Mind
  • 3 Simple Steps to Making Your Estate Plan Work
  • Do You Need a Health Savings Account?
  • True Story: Will Your Estate Details Be "On the Waterfront" for All to See?
  • Estate Planning For Out-of-State Relatives

 MORE


Your Estate Matters Newsletter Vol 9.3

Articles included in this issue include:

  • The Most Common Mistake After Losing a Loved One
  • FDIC Rule Changes
  • True Story: How Not to Disclaim an Inheritance
  • IRS Wins FLP Tax Cases
  • Do you Qualify?
  • Battle of the Exes
  • Estate Planning for Out-of-State Family Members

 MORE


Your Estate Matters Newsletter Vol 9.2

Articles included in this issue:

  • Equal Love, Unequal Division
  • Keeping It in the Family
  • Can Money Buy Happiness?
  • Your Life Changes, Does Your Estate Plan?
  • True Story: White Sox Owner Strikes Out!
  • Safeguarding Originals Is Critical
  • Estate Planning for Out-of-State Family Members

 MORE


Your Estate Matters Newsletter Vol 9.1

Articles included in this issue:

  • Prison... Not the Best Estate Plan
  • Business Owners Set Their Company Up With Lawsuits in Mind
  • Protect Your Beneficiaries from Creditors
  • Keep Your Assets Closer to Home With the Domestic Asset Protection Trust
  • Safeguarding Originals is Critical
  • Estate Planning: Not Just for the Rich
  • Definitions for Asset Protection
  • Can $15 Billion Buy Happiness? Ask Liesel Pritzker

 MORE


Your Estate Matters Newsletter, Vol 8.4

Articles included in this issue:

  • New Medical Privacy Regulations Bring Wide Confusion
  • 5 Simple Estate Planning Mistakes
  • JGTRRA - What Does the Newest Bush Income Tax Decrease Mean for Your Estate Plan?
  • Estate Tax Law Update - Stay Alert - Big Changes in Estae Tax Laws Can Mean a Lot to Your Estate Plan
  • Essential Facts You Need To Know About Nursing Homes
  • True Story - Katherine Hepubrn: A Private Life, Not So Private Anymore.

 MORE


Your Estate Matters Newsletter, Vol 8.3

Articles included in this issue:

  • Don't Gamble With Your Future
  • Family Limited Partnership Mistakes
  • Keep Your Life Insurance in the Family: ILIT Mistakes
  • 3 Medicaid Mistakes to Watch Out for
  • Avoiding Family Feuds: Discuss, Don't Wait.
  • True Story- Charles Kuralt: More Than Reporting "On the Road."

 MORE


Your Estate Matters Newsletter, Vol 8.2

Articles included in this issue:

  • Caught Between Generations
  • Three Generations, One Family
  • Power of Attorney: What the Internet Doesn't Tell You
  • True Story: Talk About Caught in the Middle...
  • Emotional Issues: Take Time For Yourself

 MORE


Your Estate Matters Newsletter, Vol 8.1

Articles included in this issue:

  • The Stages of Grief: How to Offer Support for Loved Ones
  • Federal Changes Cause State Pain
  • Encourage a Productive Life with Family Incentive Trusts
  • True Story: Ripped from The Headlines: Buffalo, Poets Inherit!
  • Estate Planning - A Woman's Worry?
  • Power of Attorney Issues In Medicaid Planning

 MORE


Your Estate Matters Newsletter Vol 7.4

Articles included in this issue:

  • Qualifying for Medicaid: When is it Fraud?
  • True Story: Ted Williams Strikes Out With A Bad Estate Plan
  • SOS - Save Our Savings! How Long-Term Care Insurance Can Preserve Your Estate
  • Social Insecurity - Rebuilding Your Safety Net
  • The Biggest Tax Planning Failure Is Failing To Plan
  • The Trust Issue: Choosing A Trustee

 MORE


Your Estate Matters Newsletter Vol 7.3

Articles included in this issue:

  • Live Longer, Distribute Less. New Ira Law Changes Mean Simpler Calculations, Less Time To Determine Beneficiaries.
  • Mixed Families, Mixed Feelings-Inheritance And Second Marriages
  • What Is A Medicaid Trigger And Why Do I Need One?
  • Interesting Tax Facts: A fun look at America's tax code.
  • Ignorance of the Law Is No Excuse - Especially in Estate Planning
  • Trust Administration: Who's Responsible for What?

 MORE


Your Estate Matters Newsletter Vol 7.1

Articles included in this issue:

  • Keeping Control: The Ins and Outs of a Power of Attorney
  • Family Limited Partnerships
  • Using Trusts to Influence Your Children's Behavior
  • Keeping it in the Family: Protecting Your Inheritance from Divorce, Lawsuits and Liability
  • "INCENTIVE TRUSTS"
  • DEFINITIONS YOU SHOULD KNOW!
  • TRUE STORY: Asset Protection Power of Trusts

 MORE





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