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Posts by category

• Category: business succession planning
  • Using Entities in Estate Planning
• Category: consumer
  • Estate Planning – Something You Shouldn’t Do Yourself
• Category: consumer protection
  • What Everyone Should Know about the New FDIC Regulations
• Category: Estate Planning
  • 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
  • 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
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Estate Planning Articles

• One Big Happy Family: How to Avoid an Estate Dispute
• Short and Sweet is Not Always Better

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