In This Issue:
- The net investment income tax and your estate plan: How one affects the other
- Use a noncharitable purpose trust to achieve a variety of goals
- Addressing adopted children or stepchildren in your estate plan
- Estate Planning Pitfall: You jointly own property with a family member
- Excerpt from Addressing adopted children or stepchildren in your estate plan:
Families that have children who are adopted, or stepchildren who haven’t been legally adopted, face unique estate planning challenges. Additional consideration must be taken when a family includes an unmarried couple in a long-term relationship and one person has biological or adopted children. If your family’s makeup is as such, it’s important to understand your estate planning options...
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