(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
Art Advisory Panel Helps Courts Sculpt Estate Valuations
Mary Anderson, W. Brian Dowis, and Ted D. Englebrecht - Estate Planning
Increase Retirement Income With Social Security Strategies
David P. Zander - Estate Planning
Avoid Unintentional Self-Dealing With Private Foundations
Richard L. Fox and Jonathan G. Blattmachr - Estate Planning
Estate Planning Hits Home When Residences Are Involved
Natalie Perry - Estate Planning
Draft Trust to Avoid Tax on IRD From IRA Left to Charity
Christine W. Hubbard - Estate Planning
Special Report: Summaries from the 2015 Heckerling Institute -- 1/05/2015
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
ACTEC Capital Letter No. 38 -- Anticipated Valuation Discount Regulations
This publication by Ron Aucutt explores the possible approaches that may be taken in the eagerly awaited valuation discount regulations.
Aging.gov -- Dept of HHS
This website includes information on healthy aging, retirement security, and elder justice as well as links to various resources.
Tax Reform in the 114th Congress: An Overview of Proposals - CRS
This Congressional Research Service Report analyzes options for reforming the tax code. July 9, 2015. PDF, 20 pp.
Fidsafe - Fidelity Labs
Fidsafe is a virtual safe deposit box provided by Fidelity Labs. Store up to five gigabytes of files, notes or passwords in a secure account. Share files with advisors or family members, and leave instructions for access after death. Two-factor authentication is available as an option. At the current time, there is no charge for using Fidsafe.
The Conversation Project
The Conversation Project is dedicated to helping people talk about their wishes for end-of-life care. Included is a "Starter Kit" suggesting initial steps to take.