Insight on Estate Planning - October/November 2019

Adler Pollock & Sheehan P.C.

Do you know the differences in estate tax law for couples when both spouses are U.S. citizens vs. when one spouse is a non-U.S. citizen? Or what nonlegal document should accompany a will?

We are pleased to present the October / November 2019 Newsletter In it, we discuss:

How tax law treats a spouse according to whether they’re a citizen, a noncitizen resident, or a nonresident alien, Preserving family harmony by including a letter of instruction along with a will, How the Tax Cuts and Jobs Act has altered the “kiddie tax,” and Why it’s not good to wait too long to transfer ownership of a life insurance policy.

Please see full Newsletter below for more information.

LOADING PDF: If there are any problems, click here to download the file.

Written by:

Adler Pollock & Sheehan P.C.

Adler Pollock & Sheehan P.C. on:

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