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Posts by category
- Category: Asset Protection
- Category: Attorney
- Category: Business succession
- Category: Elder Law
- Sandwich Generation Juggles Responsibilities
- Elder Law Attorneys: Who Are They and What Do They Do?
- An Overview of 2023 Medicare Out-Of-Pocket Costs
- 2022 Medicaid Spousal Allowance Updates
- These Unexpected Expenses Can Destroy Your Legacy
- Life Care Planning: Preparations for the Eventualities of Aging
- In-Home Care Plan Can Include Medicaid Waiver
- This Looming Expense Can Consume Your Legacy
- Hilton Head In-Home Care Costs Skyrocketed in 2021
- Medicaid Planning in South Carolina: Things You Need to Know
- A Medicaid Trust Can Keep Assets in the Family
- A Look at Veterans Pension Benefits for 2022
- Elder Law Insight: Sandwich Generation Members Face Challenges
- Is Long-Term Care Insurance a Good Purchase?
- Don’t Overlook Incapacity Planning
- Category: Estate Administration
- Category: Estate Planning
- What Is a Grantor Retained Annuity Trust?
- Estate Planning Solutions: There Are Many Tools in the Toolkit
- Estate Planning for Women: A Simple Guide to Demystify the Process
- Things You Need to Know About Simple Wills
- How Is a Probate Estate Settled?
- Legacy Planning: What Is It and What You Need to Know
- Is Every Inheritance Subject to Probate?
- Bloomberg Tax: Estate Tax Exclusion Will Rise Significantly in 2023
- What Documents Are In a Complete Estate Plan?
- Can Medicaid Take Your Home If You Need Nursing Home Care?
- Don’t Make These Common Estate Planning Errors
- Will My Heirs Pay Capital Gains Taxes?
- DIY Estate Planning Can Cause Family Feuds
- What Is Probate and Why Do People Avoid It?
- An Overview of the Federal Gift Tax
- Will Your Estate Be Challenged?
- Is a Life Estate a Good Way to Transfer Home Ownership?
- How Can You Limit Your Estate Tax Exposure?
- Is a Simple Will the Right Asset Transfer Vehicle?
- Assert Your Choices to Prevent a Guardianship
- Are You Required to Report an Inheritance as Taxable Income?
- Living Trust Administration: Choosing a Trustee
- Estate Recovery and the Supplemental Needs Trust
- Avoid These Costly Inheritance Planning Missteps
- Prince Estate Case Underscores the Risks of Intestacy
- Have You Checked All These Estate Planning Boxes?
- Is Probate a Good Thing?
- Can You Change Your Mind and Terminate a Trust?
- Estate Planning: Use the Right Tool for the Job
- Are There Different Types of Wills and Trusts?
- Use These Questions to Initiate the Estate Planning Process
- Changing “Irrevocable” Trusts Through Use of a Trust Protector
- Changing “Irrevocable” Trusts Through Decanting
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
- Is Your Estate Plan Outdated?
- Dangers of Do-It-Yourself Estate Planning
- Trust Distribution Standards May Be Very Broad
- Revocable Trusts Are Not Always Treated the Same as an Individual
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- Roth IRAs Can Be a Great Planning Strategy: Basics
- ABLE Accounts Complement Special Needs Trusts
- Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
- The Role of the Estate Planning Attorney
- How to Dispose of “Stuff”
- Using Disclaimers to Achieve Client Goals: Double Disclaimers
- Using Disclaimers to Achieve Client Goals
- “Last Will and Testament” Origin
- Beneficiary Designations and the SECURE Act: Prior Designations
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- Beneficiary Designations and the SECURE Act Basics
- Beneficiary Designations
- Joint Tenancy Problems in Estate Planning
- Starting the New Year Right
- Updating Your Plan: Beneficiary Designations
- Updating Your Plan: Your Trust or Will
- Updating Your Plan: Powers of Attorney
- Estate Planning for Blended Families
- Fair Isn’t Always Equal and Vice Versa
- Inheritance Planning Missteps Can Be Costly
- Staying Current is Especially Important in the Pandemic
- A Step-by-Step Approach to Estate Planning
- Generational Wealth is Key to Leveling the Playing Field
- Three Reasons to Use a Revocable Living Trust
- Aging, Alzheimer’s & Incapacity
- Leaving Assets Can Be Tricky – Part 3
- Four Reasons to Use a Trust Instead of a Will
- Leaving Assets Can Be Tricky – Part 2
- Leaving Assets Can Be Tricky
- Consider a Shared Living Trust
- Debunking Myths About Trusts
- The Basics: Powers of Attorney for Healthcare
- The Anatomy of a Basic Estate Plan
- IRAs and Inheritance Planning
- The Basics: Financial Power of Attorney
- Why Is a Trust Better Than a Will?
- Trust Administration: A Primer
- Shrunken Asset Values Open Estate Planning Opportunities
- Families Gather in Novel Ways in Pandemic
- Category: Estate Planning
- Estate Contest Risk Can Be Minimized
- Living Trust Administration and the Role of the Trustee
- How Can You Minimize Estate Tax Liability?
- Probate 101
- Estate Planning Guardrails for Spendthrift Heirs
- Do You Pay Capital Gains Taxes When You Receive an Inheritance?
- These Estate Planning Myths Lead to Bad Decisions
- Don’t Look Past These Estate Planning Details
- Self- Service Estate Planning Can Yield Negative Outcomes
- What Are the Rules for Inherited IRAs?
- What Is the Gift Tax Exclusion in 2022?
- How Can You Leave an Inheritance to a Minor?
- These Three Estate Plan Details Are Easy to Overlook
- Inheritance Planning: How Can You Protect a Spendthrift
- Do You Need a Lawyer to Plan Your Estate?
- Survey: Two-Thirds of Americans Don’t Have Estate Plans
- Can You Include Your Pet In Your Estate Plan?
- Is Your Estate Plan Incomplete?
- Estate Planning Misconceptions Lead to Costly Mistakes
- Millennials Should Have Estate Plans in Place
- When Would a Trust Be Preferable to a Will?
- Tax Proposals Could Alter Estate Planning Landscape
- Inheritance Planning for People With Disabilities
- Review Your Estate Plan in 2021
- Show Your Thanksgiving Gratitude With a 529 Savings Plan
- Category: Financial Planning
- Category: Legal Education
- Category: Retirement Planning
- Category: Uncategorized
Seminars
Category
- Estate Planning
- Families Without an Estate Plan
- Irrevocable Trust
- Legacy Wealth Planning
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