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Posts by category

• Category: 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
  • 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
  • The Core Four Estate Planning Questions
• Category: Legal Education

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