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Your Estate Matters Newsletter Archive


Your Estate Matters Newsletter, Vol. 13.1

Articles included in this issue:

  • The Value of Your Treasures
  • There’s Nobody Home
  • What is Probate – and Should You Care About It?
  • Home $weet Home
  • What’s in a Legacy?
  • Uninsured in America
  • To Have or Not to Have?
  • For Best Results Exercise Early

 MORE


Your Estate Matters Newsletter, Vol. 12.4

Articles included in this issue:

  • Are Our Furry Family Members Worth Having?
  • What's in a Legacy
  • Unclutter Your Financial Records
  • Five Basic Documents Often Found in a Complete Estate Plan
  • Safety Tips for Older Drivers

 MORE


Your Estate Matters Newsletter, Vol. 12.3

Articles included in this issue:

  • Covering Your Assets
  • Graceful Exits
  • Success in Life - And After Death?
  • So You're a Fiduciary...
  • Web Connections for Those Over Fifty
  • Planning Means Never Having to Say You're Sorry

 MORE


Your Estate Matters Newsletter, Vol. 12.2

Articles included in this issue:

  • Vacation Homes and Estate Planning
  • Early Onset Alzheimer’s Disease
  • Long Term Care Insurance
  • Common IRA Pitfalls
  • When the Unthinkable Happens
  • Estate Planning for Your Out-Of-State Relatives

 MORE


Your Estate Matters Newsletter, Vol. 12.1

Articles included in this issue:

  • How to Avoid Disputes When Planning Your Estate
  • Social Security and Retirement: Working Could Cost you Dearly
  • Reduce Your Estate Taxes by Making Gifts
  • Pay Off Your Mortgage Faster: Mortgage Accelerator Loans
  • True Story: Elder Abuse

 MORE


Your Estate Matters Newsletter, Vol. 11.4

Articles included in this issue:

  • Everyone Needs Asset Protection
  • All Assets Are Not Created Equal
  • Estate Planning is Life Planning
  • Common Estate Planning Mistakes
  • Ethical Wills
  • True Story- While a Tattoo May Be Permanent, It’s not an Estate Plan

 MORE


Your Estate Matters Newsletter Vol. 11.2

Articles included in this issue:

  • Estate Planning - More than Taxes
  • Does It Pay to Pass Up an Inheritance?
  • Is a Reverse Mortgage Right for You?
  • True Story: One Man's Trash... or Treasure?
  • The New Roth 401 (k) - A Tax-Free Future?
  • Taking a Trip? A Pre-Vacation Checklist

 MORE


Your Estate Matters Newsletter Vol. 11.1

Articles included in this issue:

  • New Medicare Drug Plan: Beware of Scams
  • Special Planning for Special Needs People
  • True Story: Peter Jennings leaves $50 Million Estate
  • Do New Medicaid Rules Endanger Your Benefits?
  • Moving to Another State? How Does That Impact Your Estate Plan?

 MORE


Your Estate Matters Newsletter Vol 10.4

Articles included in this issue:

  • Understanding Grief (and making decisions during difficult times)
  • True Story: Bury Me Nude! One Man's Strange Burial Wishes
  • Bankruptcy Law Changes
  • Who Gets the Frequent Flier Miles? Inheriting More Than Money
  • Hospice Care: What is Hospice?
  • Elder Abuse: How to Recognize it, Whom to Call

 MORE


Your Estate Matters Newsletter Vol 10.3

Articles included in this issue:

  • Identify Theft Danger - Are You Credit "Aware"?
  • Your Financial Records: How Long Should You Keep Them?
  • Will Your Child Choke on a Silver Spoon?
  • Tired of Telemarketers?
  • Unscrambling New Tax Notification Regulations
  • True Story: Deceased Celebrities Keep on Earning... Can You?
  • Estate Planning for Your Out-of-State Relatives

 MORE


Your Estate Matters Newsletter Vol 10.2

Articles included in this issue:

  • Unequal Division of Assets: Sometimes Fair Isn't Always Equal
  • Are Two Heads Really Better Than One: When to Use Co-Trustees
  • True Story: Terry Schiavo's Final Message
  • Estate Planning Terms You Should Know
  • Get Your Regular Estate Planning Checkup:
  • New IRS Proposals Designed to Tighten Estate Planning Rules
  • It's Better to Give and Receive: Using Charitable Remainder Trusts

 MORE


Your Estate Matters Newsletter Vol 9.4

Articles included in this issue:

  • Plan Early For Big Tax Savings
  • Minimum IRA Distributions
  • Estate Planning With Your Pets in Mind
  • 3 Simple Steps to Making Your Estate Plan Work
  • Do You Need a Health Savings Account?
  • True Story: Will Your Estate Details Be "On the Waterfront" for All to See?
  • Estate Planning For Out-of-State Relatives

 MORE


Your Estate Matters Newsletter Vol 9.2

Articles included in this issue:

  • Equal Love, Unequal Division
  • Keeping It in the Family
  • Can Money Buy Happiness?
  • Your Life Changes, Does Your Estate Plan?
  • True Story: White Sox Owner Strikes Out!
  • Safeguarding Originals Is Critical
  • Estate Planning for Out-of-State Family Members

 MORE


Your Estate Matters Newsletter Vol 9.1

Articles included in this issue:

  • Prison... Not the Best Estate Plan
  • Business Owners Set Their Company Up With Lawsuits in Mind
  • Protect Your Beneficiaries from Creditors
  • Keep Your Assets Closer to Home With the Domestic Asset Protection Trust
  • Safeguarding Originals is Critical
  • Estate Planning: Not Just for the Rich
  • Definitions for Asset Protection
  • Can $15 Billion Buy Happiness? Ask Liesel Pritzker

 MORE


Your Estate Matters Newsletter, Vol 8.3

Articles included in this issue:

  • Don't Gamble With Your Future
  • Family Limited Partnership Mistakes
  • Keep Your Life Insurance in the Family: ILIT Mistakes
  • 3 Medicaid Mistakes to Watch Out for
  • Avoiding Family Feuds: Discuss, Don't Wait.
  • True Story- Charles Kuralt: More Than Reporting "On the Road."

 MORE


Your Estate Matters Newsletter, Vol 8.2

Articles included in this issue:

  • Caught Between Generations
  • Three Generations, One Family
  • Power of Attorney: What the Internet Doesn't Tell You
  • True Story: Talk About Caught in the Middle...
  • Emotional Issues: Take Time For Yourself

 MORE


Your Estate Matters Newsletter Vol 7.4

Articles included in this issue:

  • Qualifying for Medicaid: When is it Fraud?
  • True Story: Ted Williams Strikes Out With A Bad Estate Plan
  • SOS - Save Our Savings! How Long-Term Care Insurance Can Preserve Your Estate
  • Social Insecurity - Rebuilding Your Safety Net
  • The Biggest Tax Planning Failure Is Failing To Plan
  • The Trust Issue: Choosing A Trustee

 MORE


Your Estate Matters Newsletter Vol 7.2

Articles included in this issue:

  • Don't Need That Big Inheritance? Maybe a Disclaimer Can Help
  • Unlimited Gifting Through Medical and Educational Expenses - You Can Do More Than You Think
  • Special Needs Require Special Planning
  • Give the Gift of Education - 529 Education Savings Plans Make the Grade
  • Even a Princess Has to Mind the Details
  • Education Expenses - What Qualifies?
  • Tax Law Changes

 MORE


Your Estate Matters Newsletter Vol 7.1

Articles included in this issue:

  • Keeping Control: The Ins and Outs of a Power of Attorney
  • Family Limited Partnerships
  • Using Trusts to Influence Your Children's Behavior
  • Keeping it in the Family: Protecting Your Inheritance from Divorce, Lawsuits and Liability
  • "INCENTIVE TRUSTS"
  • DEFINITIONS YOU SHOULD KNOW!
  • TRUE STORY: Asset Protection Power of Trusts

 MORE