Yvonne Novak

Yvonne M. Novak received her Bachelor of Arts Degree from the College of St. Scholastica and her Law Degree (Juris Doctor) With Distinction from the University of North Dakota School of Law. Prior to opening her law firm, she worked as a paralegal, investment representative, and licensed nursing home administrator... Read More!

Basics of Estate Planning: Advising Clients on Selecting Fiduciaries

Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate Planning Attorneys, Inc.... Read More

Estate Planning, Legal Education

No Charitable Deduction in 2018?

The tax bills passed by the House and Senate would eliminate deductibility of state income tax and nearly... Read More

Estate Planning, Legal Education

QDRO: Not Just for Divorce Anymore

Transferring an ERISA account, like a 401(k), from one spouse to another can have substantial tax benefits, by... Read More

Estate Planning, Legal Education

Would You Prefer a Charitable Deduction This Year?

Perhaps you would prefer to take a charitable deduction this year. Maybe you have higher income this year,... Read More

Estate Planning, Legal Education

Special Accounts for People with Special Needs

ABLE accounts provide tax benefits and flexibility to disabled people. ABLE accounts are available to those disabled before... Read More

Estate Planning, Legal Education

Nongrantor Trusts Can Be Very Useful in Certain Situations

A trust may be taxed as either a grantor trust or a nongrantor trust. Each type of trust... Read More

Estate Planning, Legal Education

Giving Back

Giving back provides many benefits, whether in life or at death. The article explores ways of giving back... Read More

Estate Planning, Legal Education

Grantor Trusts Provide Flexibility and Ease

A trust may be taxed as either a grantor trust or a nongrantor trust. Each type of trust... Read More

Estate Planning, Legal Education

A Special Option for Special Kids

When planning for children with special needs, it takes special care to preserve their eligibility for public benefits.... Read More

Estate Planning, Legal Education

Selecting an Agent

Choosing the right Agent under a Power of Attorney is one of the most important choices. This article... Read More

Estate Planning, Legal Education

Aretha Franklin Died Intestate: What Does It Mean for Her Family?

Aretha Franklin died intestate. Intestacy has definite drawbacks. Read on to see what this means for her family,... Read More

Estate Planning, Legal Education

Naming a Trust as Beneficiary of an IRA

Whom should you name as the beneficiary of your IRA or Qualified Plan? Sometimes, it can be best... Read More

Estate Planning, Legal Education
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