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
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Flexibilities to adapt to developments in the law and changes in family circumstances
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Different and difficult beneficiaries, domestic and foreign
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Peculiar assets, from executive stock options to proprietary cattle brands
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Asset preservation, before and during litigation
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Charitable giving, in tax-wise ways
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Tax planning, to make sure Uncle Sam gets no more than his fair share
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Property transfers to and by a person who is not a U.S. citizen
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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.