(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
The DSUE Coin Flip
John Bannen and Kristin Occhetti - Trusts & Estates
Donations of Alternative Investments
Laura H. Peebles - Trusts & Estates
Preparing for the Assets
Richard Orlando - Trusts & Estates
Engaging the Next Generation in Philanthropy
Patricia M. Soldano, Amy Davis and Lauren Benenati - Trusts & Estates
Portability + QTIP
Charles Granstaff - Trusts & Estates
Clark Decision Complicates Planning for IRA Owners -- 6/12/2014
Quick Take: Recent Cases Allow Probate of Electronic Wills -- 2/14/2014
Special Report: Summaries from the 2014 Heckerling Institute -- 1/10/2014
Does Portability Create a Property Interest? -- 12/09/2013
Language for Granting Control of Digital Assets -- 08/18/2013
Draft Instructions -- IRS Form 706 for 2014 Decedents
Instructions for filing Form 706 for decedents dying after December 31, 2013. Dated August, 2014. Draft as of July 25, 2014.
Begin Before the End: Why Families Need to Have Inheritance Conversations Now
UBS Investor Watch, Third Quarter 2014 reports the results of a survey about attitudes of benefactors and heirs about inheritance.
This toolkit, presented by three federal agencies involved in key elements of retirement planning and security: the Department of Labor, the Social Security Administration and the Centers for Medicare & Medicaid Services. includes a list of publications and interactive tools to help in your planning, plus information on how to contact us with your specific questions.
Moneychimp Capital Gain Calculator
Electronic Deposit Insurance Estimator (EDIE)
EDIE lets consumers and bankers know, on a per-bank basis, how the insurance rules and limits apply to a depositor's specific group of deposit accounts—what's insured and what portion (if any) exceeds coverage limits at that bank. EDIE also allows the user to print the report for their records.