In This Issue:

- Make health care decisions while you’re healthy

- Which planning strategies should unmarried couples implement?

- Due diligence required when taking charitable deductions

- Estate Planning Pitfall: A trust is the beneficiary of an IRA or retirement plan

Excerpt from Make Health care decisions while you're healthy

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones. This includes having a plan for making critical medical decisions in the event you’re unable to make them yourself. And, as with other aspects of your estate plan, the time to act is now, while you’re healthy. If an illness or injury renders you unconscious or otherwise incapacitated, it will be too late.

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