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Planning Insights

“The miracle is this: The more we share, the more we have.” – Leonard Nimroy

“There is no joy in possessing without sharing.” – Erasmus

Each month, Heirline shares – in a bite-sized summary – a planning idea relating to an issue of particular interest to clients and drafting professionals. These ideas can touch on various estate planning topics, such as

  • Flexibilities to adapt to developments in the law and changes in family circumstances

  • Different and difficult beneficiaries, domestic and foreign

  • Peculiar assets, from executive stock options to proprietary cattle brands

  • Asset preservation, before and during litigation

  • Charitable giving, in tax-wise ways

  • Tax planning, to make sure Uncle Sam gets no more than his fair share

  • Property transfers to and by a person who is not a U.S. citizen

  • Estate tax exposure of the foreign investor

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Heirline does not use this information for any purpose other than to send you a different planning idea each month. And, of course, you can unsubscribe at any time.

© Heirline Legal Services PLLC ● 6666 S. Sheridan Road, Suite 230. Tulsa OK 74133 ● PO Box 33347, Tulsa OK 74135 ●  Download V-Card

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