Educational Alerts

Educational Alerts are written on topics that effect various aspects of estate planning and the laws that govern it. They are usually published and posted to this site at the end of each month. Occasionally newsworthy events will initiate the release of additional alerts at the time the news breaks. The purpose of an Estate Planning Update is to bring important information to the financial advisors in the community. Our hope is that this information better equips you to assist your clients.

REGISTER TO VIEW eALERTS ARCHIVE

Hall & Wylkan releases important estate planning and related articles on a regular basis. Please take a moment to register to receive full access to our Educational Alerts and FYIs.


 CLICK TO REGISTER 

- OR -

Enter the password that was given to you:



His, Hers, or Ours? - Estate Planning for Blended Families

With more than half of marriages ending in divorce, an increasing number of families are “blended families.” The Alert this month examines the unique issues faced in planning for blended families.

READ MORE Read the eAlert titled: His, Hers, or Ours? - Estate Planning for Blended Families

Millions in Tax Savings Available to Clients Who Act Quickly

This month’s alert examines the current, perhaps short-lived, opportunity for clients to give away millions of dollars during their lifetime without a gift tax. Unless the law changes, this narrow window will close at year-end.

READ MORE Read the eAlert titled: Millions in Tax Savings Available to Clients Who Act Quickly


Page Tools