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Posts by category
- Category: business succession planning
- Category: consumer
- Category: consumer protection
- Category: Elder Law
- Category: Estate Planning
- R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan
- Understanding and Manipulating Estate and Gift Taxes
- What Happens When You Don’t Trust Your Trustee – Part II
- The Importance of Having an Estate Plan
- The Intersection of Asset Protection Planning and Estate Planning
- Death and Your Digital Footprint
- What Makes a Will or Trust Invalid
- Shrunken Asset Values Open Estate Planning Opportunities
- Category: Estate Planning
- The Horrors of Dying Intestate
- Exploring Elder Abuse
- Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part III
- Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part II
- Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part I
- The SECURE Act – the Gift That Keeps On Giving
- Understanding the Importance of the Simultaneous Death Act
- Gen X – This One’s for You (Really Every Generation Should Read This)
- 529 Plans – The “Holy Grail” of Estate Planning
- The Wonder of Wills
- What It Means to Disclaim
- The Joy in Joint Trusts
- What Bruce Willis Can Teach Us About Incapacity Planning
- What Happens When You Don’t Trust Your Trustee – Part I
- Common Mistakes in Estate Planning – IV
- Common Mistakes in Estate Planning – Part III
- Common Mistakes in Estate Planning – Part II
- Common Mistakes in Estate Planning – Part I
- Planning for the “Silver Tsunami”
- How Do I Trust Thee…Part I
- The Toll of Serving as Fiduciary
- The Intersection of Legacy Contacts and Estate Planning
- Living in a Digital World and the Importance of Planning for Cryptocurrency
- How Estate Planning Documents Help Prevent Elder Abuse
- Conservation Easements Can Be a Good Solution
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- Roth IRAs Can Be a Great Planning Strategy: Basics
- ABLE Accounts Complement Special Needs Trusts
- Use It Before It’s Gone
- “Last Will and Testament” Origin
- Beneficiary Designations
- Beneficiary Designations and the SECURE Act Basics
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- Beneficiary Designations and the SECURE Act: Prior Designations
- Joint Tenancy Problems in Estate Planning
- Updating Your Plan: Powers of Attorney
- Preparing for the Unexpected…and the Eventual
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Fair Isn’t Always Equal and Vice Versa
- Chadwick Boseman Demonstrates the Importance of Planning
- Planning Is Important
- Will Your Estate Plan Still Work If You Move?
- Assignment and Nominee
- The Basics: Financial Power of Attorney
- The Basics: Powers of Attorney for Healthcare
- Low-Interest Loans: An Estate Planning Technique
- Families Gather in Novel Ways in Pandemic
- Economic Fallout from Coronavirus May Provide Opportunities
- Preparing for Coronavirus
- The SECURE Act and What It Means for You
- The Questions of Estate Planning, Part 5: How
- Tax Planning for 2020
- The Questions of Estate Planning, Part I: Who
- The Questions of Estate Planning, Part 4: Where
- The Questions of Estate Planning, Part 3: When
- The Questions of Estate Planning, Part 2
- Make Your Own Plan
- Planning for the Unexpected
- Category: Estate Planning Documents
- Category: legal education
- Category: retirement planning
- Category: tax planning
- Category: taxation
- Category: technology
- Category: Uncategorized
