MY DECEMBER NEWSLETTER INCLUDES AN UPDATE ON HOW TO DEAL WITH U.S. SAVINGS BONDS IN AN ESTATE OR IN YOUR ESTATE PLAN
Following up on a post I wrote a few weeks ago, if you are planning your estate, or handling someone else’s estate, and need information about how to deal with U.S. savings bonds, I expanded on the subject in my most recent Estate Planning Law Report. In it I discuss some basic rules for registering and transferring the bonds and how the rules for registering them might fit with your estate plan.
Assisted by my excellent production staff, I produce the Estate Planning Law Report, or one of its counterparts, Real Estate Law Update and Tax Law Special Report, every month. In addition to posting the newsletter in the publications section at deconcinimcdonald.com, we mail it every month to our mailing list of friends, clients, and basically anyone who has asked to be included. If you want to be added to the mailing list, just send me an email. You’ll find all my contact information on the main page of this web site, as well as on my bio page at my firm’s web site.
The contents of this blog, this web site, and any writings by me that are linked here, are all my personal commentary. None of it is intended to be legal advice for your situation.