RESOURCE CENTER

Information and Resources

Monthly Newsletter:

• Legal Matters: Estate Planning

Estate Planning Articles:

• Moving to another state can create estate planning benefits
• Many seniors ‘hiring’ their children to take care of them
• Giving 401(k) to someone other than spouse means huge tax break
• Congress changes tax on children’s investment income
• Make sure prenuptial agreements are reviewed by an estate planner
• How to keep heirs from squabbling over personal property