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
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
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
Wealth Management
Market Pulse: April 2019 Economic Highlights
Economic and market highlights from the NP Investment Team for April 2019.—NP Investment Team
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