Insight on Estate Planning – August/September 2013

Is your estate plan bulletproof?  Techniques for avoiding litigation over your estate

A good reason to revisit your estate plan:  Accounting for digital assets

Making gifts still matters, even after ATRA

Estate Planning Pitfall: You haven’t reviewed your trusts this year

Insight on Estate Planning – June/July 2013

New 3.8% Medicare contribution tax:  Do you know how to reduce or eliminate your liability?

Estate planning for adopted children and stepchildren

Shipping your trust over the state line to realize tax savings

Estate Planning Pitfall: You’re using a prepaid funeral plan

Insight on Estate Planning – April/May 2013

How to fund long-term care insurance with a tax-free exchange

Should a CRT be part of your estate plan?

The key to an effective trust is education

Estate Planning Pitfall: You’ve named a minor as beneficiary of your life insurance policy or retirement plan

Insight on Estate Planning – Febraury/March 2013

Fiscal cliff deal brings some certainty to estate planning

Strong governance enhances a family business’s value

Should you donate life insurance to charity?

Estate Planning Pitfall:  Transferring home ownership to your children

Insight on Estate Planning – End of Year 2012

The spousal lifetime access trust: A safety net in uncertain times

Be prepared for a triggering event: If you own interests in a closely held business, consider a buy-sell agreement

Is your IRA safe from creditors?

Estate Planning Pitfall: You’re unsure whether you need to file a 2012 gift tax return

Insight on Estate Planning – October/November 2012

Considering an ILIT? Now’s the time

Intellectual property requires careful estate planning

Defined-value gifts: Give now, value later

Estate Planning Pitfall:  Your family doesn’t know where to find your records

Insight on Estate Planning – August/September 2012

Decanting breathes new life into an old trust

Estate Planning 101:  Choosing a trustee for your living trust

Is your estate liquid enough to cover estate taxes?

Estate Planning Pitfall
You haven’t covered all your basis since your divorce


Insight on Estate Planning – June/July 2012

Conditions favorable for gifts
High exemption amount and low tax rate make 2012 the year to transfer significant wealth

Keep family harmony when transferring a vacation home

Transfer business ownership or remain boss?
Nonvoting stock lets you share the wealth without losing control

Estate Planning Pitfall
You’re donating real estate to charity

About Us

The Firm, with offices in Savannah and on Skidaway Island, has a boutique practice focusing on the representation of private clients, fiduciaries, trusts and estates, families, family businesses, and complex litigation.