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Posts by category
- Category: Estate Planning
- Beneficiary Designations and the SECURE Act: Prior Designations
- Beneficiary Designations and the SECURE Act Basics
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- Joint Tenancy Problems in Estate Planning
- Biden Administration Could Reduce Estate Tax Exclusion
- Estate Planning: It’s Not Just About the Estate Taxes
- Assignment and Nominee
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Fair Isn’t Always Equal and Vice Versa
- The Questions of Estate Planning, Part 4: Where
- The Questions of Estate Planning, Part 3: When
- The Questions of Estate Planning, Part 2
- The Questions of Estate Planning, Part I: Who
- Planning for Education Expenses
- Planning for the Unexpected
- Planning for Special Needs Children
- 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
- Make Your Own Plan
- Planning for Step-Children
- Disinheritance
- Your Planning Can Help Your Loved Ones
- The Importance of Communicating Your Plans
- How Much is Too Much?
- Many Reasons to Plan
- Why Crowdfunding May Cost You Medicaid Eligibility
- Consequences of Modifying an Irrevocable Trust
- Clarity is Key to Planning
- Kiddie Tax is Worse Than Ever
- Staying Current on Estate Planning
- What is a GST Trust?
- New Tax Proposal re: Retirement Savings
- Making Trusts More Flexible
- Trust Protectors Add Flexibility
- Modifying an Irrevocable Trust
- When and Where You Die Matters
- Planning is Critical
- New Estate Tax Proposal
- ABLE Accounts
- What Are 529 Plans and What Are Their Advantages?
- What are UGMA and UTMA Accounts?
- State Income Taxation
- State Income Taxation of Nongrantor Trusts
- New Tax Proposals
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
- Selecting an Agent under a Power of Attorney
- Turning the Page on 2018 and Looking Forward to 2019
- Grantor Trusts Provide Flexibility and Ease
- QDRO: Not Just for Divorce Anymore
- How Are Trusts Taxed?
- Proposed Regulations Address “Clawback” Issue
- Giving Back
- Estate Planning is About More Than Taxes
- Special Accounts for People with Special Needs
- Estate Planning is for You, Not Just Your Parents or Grandparents
- You Never Know: Planning for the Unexpected
- Incapacity Planning
- Category: Legal Education
- Updating Your Plan: Your Trust or Will
- It’s Better to Give, Especially This Year
- Updating Your Plan: Powers of Attorney
- Tax Planning for 2021
- Updating Your Plan: Beneficiary Designations
- Income Tax Basis in Estate Planning
- How Will You Obtain the Care You Need?
- Use Trust Protectors for Added Protection and Flexibility
- Income Tax Basis
- Domestic Asset Protection Trusts
- Tax Tips after New Year
- The Little Things May be the Most Important
- Category: Estate Planning
