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Posts by category
- Category: consumer
- Category: Estate Planning
- Common Mistakes in Estate Planning – Part III
- Common Mistakes in Estate Planning – Part II
- Common Mistakes in Estate Planning – Part I
- How Do I Trust Thee…Part III
- How Do I Trust Thee…Part I
- The Toll of Serving as Fiduciary
- How Estate Planning Documents Help Prevent Elder Abuse
- Estate Planning Reduces Stress During High Anxiety Times
- It’s Important to Have a Coordinated Estate Plan
- Dangers of Do-It-Yourself Estate Planning
- Fair Isn’t Always Equal and Vice Versa
- Staying Current is Especially Important in the Pandemic
- Economic Fallout from Coronavirus May Provide Opportunities
- Planning for the Sandwich Generation
- Beneficiary Designations and Other Non-Probate Transfers
- Best Places to Retire: State Taxation
- Whom Do You Want to Get Your Assets?
- Planning for Special Needs Children
- Why Crowdfunding May Cost You Medicaid Eligibility
- Clarity is Key to Planning
- Consequences of Modifying an Irrevocable Trust
- Many Reasons to Plan
- Retirement: It’s not Just About the Money
- 6 Important Estate Planning Considerations – Part 2: Long-Term Care
- Basics of Estate Planning: Powers of Appointment – Part 2
- Basics of Estate Planning: Powers of Appointment – Part 1
- Basics of Estate Planning: Privacy and Estate Planning
- Basics of Estate Planning: Advising Clients on Selecting Fiduciaries
- No Charitable Deduction in 2018?
- QDRO: Not Just for Divorce Anymore
- Would You Prefer a Charitable Deduction This Year?
- Special Accounts for People with Special Needs
- Nongrantor Trusts Can Be Very Useful in Certain Situations
- Giving Back
- Grantor Trusts Provide Flexibility and Ease
- A Special Option for Special Kids
- Selecting an Agent
- Aretha Franklin Died Intestate: What Does It Mean for Her Family?
- Naming a Trust as Beneficiary of an IRA
- Prenuptial Agreements Can Provide Remarriage Protection
- 6 Important Estate Planning Considerations – Part 5: Retirement Assets
- Estate Planning is Too Important to Procrastinate
- 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
- 6 Important Estate Planning Considerations – Part 3: Your Kids
- 6 Important Estate Planning Considerations – Part 1: Incapacity
- How Are Trusts Taxed?
- Basics of Estate Planning: IRAs
- Basics of Estate Planning: Estate Planning for Major Life Events
- Category: Estate Planning
- Category: Legal Education
- Category: Trust
- Category: Uncategorized
- Category: Will
