Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate... [Read more...]
Trust Distribution Standards May Be Very Broad
Trustee distribution standards could be very broad. “Health, education, maintenance, and support” is such a... [Read more...]
Revocable Trusts Are Not Always Treated the Same as an Individual
A revocable trust is treated the same as the individual for most purposes. But for... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Advanced
This is the second in a two-part series on Roth IRAs. The first part reviewed... [Read more...]
Millennials Should Have Estate Plans in Place
People always plan ahead for events that are definitely going to happen in the future.... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Basics
Roth IRAs can be a great planning strategy. They can save taxes and help in... [Read more...]
ABLE Accounts Complement Special Needs Trusts
ABLE accounts are a nice, flexible way to supplement the usefulness of a Special Needs... [Read more...]
“For the 99.5% Act,” SECURE Act, and More Discussed
The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many... [Read more...]
When Would a Trust Be Preferable to a Will?
Many people assume that a will is the right asset transfer device to use unless... [Read more...]
Tax Proposals Could Alter Estate Planning Landscape
Senators Sanders and Whitehouse have introduced legislation in the Senate which would significantly alter the... [Read more...]
The Role of the Estate Planning Attorney
Clients often come to an Estate Planning attorney with specific ideas in their minds. The... [Read more...]
How to Dispose of “Stuff”
Clients are often most concerned about how to dispose of their tangible personal property, i.e.,... [Read more...]
