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Posts by category
- Category: Estate Planning
- 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
- Category: Financial Planning
- Category: Legal Education
