July – September 2017

Asset Protection Planning: Be Careful!

Checklist: 2nd Marriage

Recent Developments:

• Settlement was Taxable
  
• Art Appraisals
  
• Uniform Voidable Transfers Act
  
• Death Investigation Costs
  
• No Charitable Deduction
  
• Digital Assets
  

Planning Potpourri:

• E-Signatures
  
• Health Care Costs
  
• Is it a Loan?
  
• Agent Confusion