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Posts by category

• Category: Estate Planning
  • Roth IRAs Can Be a Great Planning Strategy: Advanced
  • The Role of the Estate Planning Attorney
  • Roth IRAs Can Be a Great Planning Strategy: Basics
  • Use It Before It’s Gone
  • ABLE Accounts Complement Special Needs Trusts
  • CRT: Best Tool for Proposed Tax Changes?
  • Dynasty Trusts
  • Beneficiary Designations
  • 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
  • Tax Proposals Could Alter Estate Planning Landscape
  • 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
  • What Is a HIPAA Release?