We are pleased to present the Year End 2019 issue of Insight on Estate Planning We encourage you to read through it for ideas about ways you can minimize taxes on your estate and maximize its value for your loved ones.

In this issue we explain what an “intentionally defective grantor trust” is and how it can be a valuable estate planning tool. We list “seven deadly estate planning sins” that can be fatal to a plan, and discuss why now may be the time to make a Roth IRA conversion. We also describe how a pet trust works.