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Insight on Estate Planning

We are pleased to present the Year End 2019 issue of Insight on Estate Planning We encourage you to read through it for ideas about ways you can minimize taxes on your estate and maximize its value for your loved ones.

In this issue we explain what an “intentionally defective grantor trust” is and how it can be a valuable estate planning tool. We list “seven deadly estate planning sins” that can be fatal to a plan, and discuss why now may be the time to make a Roth IRA conversion. We also describe how a pet trust works.

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.

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