Posts by category

Category: Retirement Planning
- Application of the Updated Life Expectancy Tables
Category: disinherited beneficiary
- What an In Terrerem Clause Can Do for You
Category: in terrorem clause
Category: no contest clause
Category: Trust
Category: Will
Category: Legal Education
- Estate Planning – Something You Shouldn’t Do Yourself
- The Evolution of our Unified Estate and Gift Tax System
- Using Entities in Estate Planning
- Changing “Irrevocable” Trusts Through Use of a Trust Protector
- Neither Age Nor Health Determines Whether You Need an Estate Plan
- Charitable Planning in Times of Crisis
- Tax Reporting with Trusts
- It’s Important to Have a Coordinated Estate Plan
- Roth IRAs Can Be a Great Planning Strategy: Basics
- Tax Proposals Could Alter Estate Planning Landscape
- Beneficiary Designations and the SECURE Act: Prior Designations
- Joint Tenancy Problems in Estate Planning
- Updating Your Plan: Your Trust or Will
- Biden Administration Could Reduce Estate Tax Exclusion
- Updating Your Plan: Powers of Attorney
- Estate Planning: It’s Not Just About the Estate Taxes
- Tax Planning for 2021
- Updating Your Plan: Beneficiary Designations
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Planning for Education Expenses
- Income Tax Basis in Estate Planning
- 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
- Use Trust Protectors for Added Protection and Flexibility
- Income Tax Basis
- Consequences of Modifying an Irrevocable Trust
- What is a GST Trust?
- What are UGMA and UTMA Accounts?
- Domestic Asset Protection Trusts
- The Little Things May be the Most Important
- Turning the Page on 2018 and Looking Forward to 2019
Category: GPOA
Category: Estate Planning
- The Importance of Insuring Real Estate
- It’s Better to Give, Especially This Year
- What Is a HIPAA Release?
- How Will You Obtain the Care You Need?
- Tax Tips after New Year
Category: LPOA
Category: powers of appointment
Category: tax
- How Estate Planning for a Family May Trap the Unwary Practitioner
Category: income tax
Category: Estate Planning
- The Toll of Serving as Fiduciary
- The Power in Powers of Appointment
- Business Succession Planning May Be Easier than You Think
- Application of the Transfer for Value Rule to the Sale of Life Insurance
- What Estate of Marion Levine Means for Life Insurance
- Let’s Talk about Trusts…and Taxation
- Just When You Thought You Understood the 10-Year Rule, Think Again
- Double Your Gifting with Spousal Gift-Splitting
- The Intersection of Legacy Contacts and Estate Planning
- State Income Taxation of Social Security Benefits
- Practical Lessons in Drafting
- The Sky Isn’t Falling
- Tax Planning for 2022
- It’s Better to Give Than to Receive
- The Other Side of the Unauthorized Practice of Law
- Estate Planning Reduces Stress During High Anxiety Times
- Living in a Digital World and the Importance of Planning for Cryptocurrency
- Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
- How Estate Planning Documents Help Prevent Elder Abuse
- How Using Specific Bequests Could Cost Beneficiaries their Inheritance
- Donor Advised Funds: Too Good to Be True?
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
- Advantages of Using a “Grantor Trust” in Planning
- Changing “Irrevocable” Trusts Through Decanting
- Taxation of Nongrantor Trusts
- Dangers of Do-It-Yourself Estate Planning
- Trust Distribution Standards May Be Very Broad
- Revocable Trusts Are Not Always Treated the Same as an Individual
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- The Role of the Estate Planning Attorney
- 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 Basics
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- Assignment and Nominee
- 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 the Unexpected
- Planning for Special Needs Children
- 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
- Clarity is Key to Planning
- Kiddie Tax is Worse Than Ever
- Staying Current on Estate Planning
- 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?
- 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
- 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: business succession planning
Category: technology
Category: consumer protection
- What Everyone Should Know about the New FDIC Regulations
Category: consumer
Category: Attorney
Category: Business succession

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