"The Estate Planner" – September/October 2014

Shumaker, Loop & Kendrick, LLP

In this issue:

- The True Cost Of Giving – Charitable Donations In A No-Estate-Tax Environment

- Could An Exchange Help Cover LTC Insurance Costs?

- Family Meetings Help Ensure Estate Planning Success

- Estate Planning Red Flag – Your Will Leaves Everything To Your Life Partner

- Excerpt from Family Meetings Help Ensure Estate Planning Success:

You’ve spent countless hours working with your advisors to design an estate plan that provides for your family, protects your business and satisfies your charitable goals. Now it’s time to put it on a shelf and forget about it, right? Wrong. Unless you communicate your plan — and the principles behind it — to your family and to your executors, trustees, guardians and agents, your plan is at risk.

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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