What’s trending on NP Trusts & Estates



April 30, 2019

NP Trusts & Estates Blog

Author(s): Nicole A. Place, Mary-Benham B. Nygren, Deborah J. Wilcox Mabry

Estate planners’ thoughts on their own estate plans, what happens to your season tickets when you die, April economic highlights and more. Here’s what’s trending in estate planning and wealth management.

Estate Planning

Estate planners’ thoughts on their own estate plans

As estate planners, we ask our clients a lot of questions and answer a lot of questions to help craft an estate plan that meets the needs of the client’s family and situation. We each have our own families and our own situations that need careful thought as well. Here are some of the thoughts that we have considered as we have created our own estate plans.—Trusts and Estates Editorial Team

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Joint ownership in real property — What happens at death?

If you own real property with another person, do you know what will happen if one of you dies?—Nicole A. Place

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What happens to your season tickets when you die?

When season sports tickets are purchased, holders excitedly plan for the upcoming games and likely do not think about what will happen to their tickets at their demise. A little planning now can save heartache and avoid disputes among the holder’s loved ones.—Mary-Benham B. Nygren

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Wealth Management

Market Pulse: April 2019 Economic Highlights

Economic and market highlights from the NP Investment Team for April 2019.—NP Investment Team

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Taxes

IRS has developed a strategy to modernize IRS information technology systems and build critical infrastructure for the future

IRS Commissioner Chuck Rettig says that the integrity of our nation’s tax system depends on modernizing IRS operations and the support of technical pieces.—Deborah J. Wilcox Mabry

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The foregoing has been prepared for the general information of clients and friends of the firm. It is not meant to provide legal advice with respect to any specific matter and should not be acted upon without professional counsel. If you have any questions or require any further information regarding these or other related matters, please contact your regular Nixon Peabody LLP representative. This material may be considered advertising under certain rules of professional conduct.

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