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Home / Archives for Legal Education

The Sky Isn’t Falling

February 1, 2022Estate Planning, Legal Education

When we learned of the original provisions in the Build Back Better Act, many individuals panicked, rushing to complete Estate Planning or seeking to undo certain aspects of their estate plan. As the Build Back Better Act has evolved, many wondered if they should have waited before making significant changes to their estate plan. No matter what happens with the Build Back Better Act, an estate plan centered on long-term goals will serve you well. Read on to learn more. … [Read more...] about The Sky Isn’t Falling

Living in a Digital World and the Importance of Planning for Cryptocurrency

February 4, 2022Estate Planning, Legal Education

Cryptocurrency has become increasingly popular as a form of investment in recent years. More and more established financial institutions recognize cryptocurrency and allow its use. As cryptocurrency becomes mainstream, it’s important to consider estate planning implications for holding this digital asset. Read on to learn more. … [Read more...] about Living in a Digital World and the Importance of Planning for Cryptocurrency

How to Dispose of “Stuff”

April 1, 2021Estate Planning, Legal Education

How to Dispose of Stuff

Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most concerned with the things around them rather than their financial accounts. What’s the best way to handle the “stuff”? Read on to learn more. … [Read more...] about How to Dispose of “Stuff”

When Is a Trust Better Than a Will (Part 2)?

November 23, 2020Estate Planning, Estate Planning, Legal Education

trust 7

In our last post, we looked at three different reasons why you may want to use a trust instead of a will. We promised a second installment, and this is the conclusion of the two part series. Streamlined and Efficient Estate Administration A lot of people assume that the estate administration process is very simple and straightforward if you use a will as your primary vehicle of asset transfer. In reality, there are some rather burdensome steps that must be taken before the assets can be … [Read more...] about When Is a Trust Better Than a Will (Part 2)?

Coronavirus and Nursing Homes

April 8, 2020Estate Planning, Legal Education

Coronavirus and Nursing Homes

The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Social distancing and self-quarantine can help slow the spread. The virus is a particular threat to residents of nursing homes. Read on to learn more about the threat and how you can keep your loved ones safe. Read on to learn more … [Read more...] about Coronavirus and Nursing Homes

Economic Fallout from Coronavirus May Provide Opportunities

April 3, 2020Estate Planning, Legal Education

Economic Fallout from Coronavirus May Provide Opportunities

COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. While healthcare systems have fought the virus, economies have been hurt by the social distancing required to combat the virus. However, there may be an opportunity for those wishing to do certain types of Estate Planning. Read on to learn more. Read on to learn more … [Read more...] about Economic Fallout from Coronavirus May Provide Opportunities

The Importance of Communicating Your Plans

September 24, 2019Estate Planning, Legal Education

The Importance of Communicating Your Plans

Each of us will die eventually. This article looks at how planning can make your passing easier for those whom you leave behind. Specifically, this article will look at the importance of communicating your plans with your loved ones to avoid disputes after your death. The Importance of Communicating Your Plans … [Read more...] about The Importance of Communicating Your Plans

How Much is Too Much?

September 17, 2019Estate Planning, Legal Education

how-much

This article looks at the question of how much is too much to leave your children. Many people have pledged to give the majority of their wealth to charity. If you won’t leave all your assets to your children, the article provides resources for vetting worthwhile charities. How Much is Too Much? … [Read more...] about How Much is Too Much?

Planning for Step-Children

August 1, 2019Estate Planning, Legal Education

Planning for Step-Children

If your spouse has biological children, you may consider them your own. But, if you haven’t adopted them, they have no inheritance rights. This article looks at how to plan for step-children. Planning for Step-Children … [Read more...] about Planning for Step-Children

New Tax Proposal re: Retirement Savings

July 26, 2019Estate Planning, Legal Education

New-Tax

There are new tax proposals working their way through the House and Senate. These proposals, if passed, would change retirement savings significantly. Read on to learn more about these proposals and whether they might impact you or your clients. New Tax Proposal re: Retirement Savings … [Read more...] about New Tax Proposal re: Retirement Savings

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