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Insight on Estate Planning

In today’s uncertain world, it’s more important than ever to have an up-to-date, tax-smart estate plan. Insight on Estate Planning offers ideas about ways to minimize taxes on your estate and maximize its value for your loved ones.

Adler Pollock & Sheehan is pleased to present the August/September 2019 issue of Insight on Estate Planning as a way to help you better plan your estate. The articles cover several topics we think you’ll want to know about.

Specifically, we detail four specific steps for bulletproofing a will. We provide answers to common questions regarding guardianship, and explain the ins and outs of a buy-sell agreement. Also, we discuss the reasons for setting up a trust out of state.

Our firm excels at providing a broad range of estate planning services. We would welcome your questions or comments about the topics discussed or others related to developing and implementing a tax-smart estate plan. Please call us at 401.274.7200 and let us know how we can be of assistance. Also, please tell us of anyone else who might like to receive this newsletter.

We look forward to hearing from you and helping you meet your estate planning objectives.

Insight on Estate Planning – August/September 2019 issue

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