Your Estate Matters Newsletter Archive

Your Estate Matters newsletterThe Your Estate Matters newsletter is published quarterly and provides a wealth of free, high-quality information covering a variety of Estate Planning and related matters. If you would like FREE access to our complete archive of online editions of the Your Estate Matters newsletter, click on the below link.


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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

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Your Estate Matters Newsletter Vol 7.2

Articles included in this issue:

  • Don't Need That Big Inheritance? Maybe a Disclaimer Can Help
  • Unlimited Gifting Through Medical and Educational Expenses - You Can Do More Than You Think
  • Special Needs Require Special Planning
  • Give the Gift of Education - 529 Education Savings Plans Make the Grade
  • Even a Princess Has to Mind the Details
  • Education Expenses - What Qualifies?
  • Tax Law Changes

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