Insight on Estate Planning - Year End 2016

Adler Pollock & Sheehan P.C.

In This Issue:

- 6 estate planning techniques for blended families

- If it’s broken, fix it! Trusts that no longer achieve their objective can be repaired

- Preparing for a new year: Take time now for a quick estate plan review

- Estate planning pitfall: You’re donating high-basis stock to charity

- Excerpt from 6 estate planning techniques for

blended families:

A “blended family” is more than just a staple of TV sitcoms. Today, it’s not unusual for a household to include children and even grandchildren from prior marriages, as well as adopted family members or same-sex couples. These various family arrangements can create estate planning complications that could lead to challenges in the courts after your death...

Please see full newsletter below for more information.

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Written by:

Adler Pollock & Sheehan P.C.

Adler Pollock & Sheehan P.C. on:

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