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Posts by category
- Category: Elder Care
- Category: Estate Planning
- CRT: Best Tool for Proposed Tax Changes?
- Use It Before It’s Gone
- The Role of the Estate Planning Attorney
- Using Disclaimers to Achieve Client Goals
- Using Disclaimers to Achieve Client Goals: Double Disclaimers
- How to Dispose of “Stuff”
- “Last Will and Testament” Origin
- Beneficiary Designations
- Beneficiary Designations and the SECURE Act Basics
- Beneficiary Designations and the SECURE Act: Prior Designations
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- Biden Administration Could Reduce Estate Tax Exclusion
- Joint Tenancy Problems in Estate Planning
- Starting the New Year Right
- Staying Current is Especially Important in the Pandemic
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Preparing for the Unexpected…and the Eventual
- What the 2020 Election Could Mean for Your Estate Plan
- A Time for Thanks and Community
- Fair Isn’t Always Equal and Vice Versa
- Academy’s Fall Summit Virtually Perfect
- Staying Current is Especially Important in the Pandemic
- Planning Is Important
- Chadwick Boseman Demonstrates the Importance of Planning
- Generational Wealth is Key to Leveling the Playing Field
- Use the Exclusion or Lose It
- Will Your Estate Plan Still Work If You Move?
- Planning for Incapacity
- Building Flexibility into Your Plan
- Leaving Assets Can Be Tricky – Part 3
- Leaving Assets Can Be Tricky – Part 2
- Leaving Assets Can Be Tricky
- Assignment and Nominee
- Removing Life Insurance from the Taxable Estate
- Removing Life Insurance Without Triggering the Transfer for Value Rule
- The Basics: Financial Power of Attorney
- The Basics: “HIPAA” Powers
- The Basics: Powers of Attorney for Healthcare
- Families Gather in Novel Ways in Pandemic
- Category: Estate Planning
- Category: legal education
- Category: Uncategorized
- Estate Planning & Coronavirus — Resource for Attorneys
- Peace of Mind
- Like Prince, Aretha Franklin Died Without A Will. Why You Should Have One
- What You Should Know About Remarriage
- Divorce and Your Emotional Health: 10 Tips for Maintaining Your Sanity
- What to do When Your Loved One Dies
- New Favorite Lunch Spot
- Clarity is Key to Planning
- Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
- Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
- Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
