Insight on Estate Planning - October/November 2011


In This Issue:

- Keep future options open with powers of appointment

- A trust that keeps on giving: Create a dynasty to make the most of today’s exemptions

- Charitable IRA rollover: A limited time offer

- Estate Planning Pitfall: You have a living trust but no will

Excerpt from Keep futre options open...

One of the biggest challenges in estate planning is uncertainty over what the future will bring. It’s difficult to predict how changes in your family’s personal circumstances and financial needs will affect your estate plan. Fortunately, there are several tools that give your plan flexibility to react to changing situations. One of those tools is the power of appointment.

Please see full newsletter below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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