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Posts by category
- Category: Estate Planning
- The Importance of Communicating Your Plans
- How Much is Too Much?
- Planning for Step-Children
- New Tax Proposal re: Retirement Savings
- Consequences of Modifying an Irrevocable Trust
- New Estate Tax Proposal
- Why Crowdfunding May Cost You Medicaid Eligibility
- What Are 529 Plans and What Are Their Advantages?
- Staying Current on Estate Planning
- 6 Important Estate Planning Considerations – Part 6: Taxes
- 6 Important Estate Planning Considerations – Part 5: Retirement Assets
- 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
- 6 Important Estate Planning Considerations – Part 3: Your Kids
- 6 Important Estate Planning Considerations – Part 2: Long-Term Care
- 6 Important Estate Planning Considerations – Part 1: Incapacity
- Estate Planning is About More Than Taxes
- Special Accounts for People with Special Needs
- Estate Planning is Too Important to Procrastinate
- Planning for the Unexpected
- ABLE Accounts
- Dead Hand Control: How Much is Too Much?
- What’s a 529 Plan and What Are the Benefits to Using One?
- Planning is Critical
- Trusts for Privacy
- Prenuptial Agreements Can Provide Remarriage Protection
- What are UGMA and UTMA Accounts?
- Giving Back
- Planning for Frequent Flyer Miles
- You Never Know: Planning for the Unexpected
- Incapacity Planning
- Retirement is Complicated
- Retirement: It’s not Just About the Money
- Age-Related Retirement Milestones
- Planning for Retirement Plans and IRAs: Asset Protection
- Estate Planning: Simple is not Always Better
- Planning for Retirement Plans and IRAs: Beneficiary Designation
- Estate Planning: The Simplest Plan is Usually Not the Best
- Nongrantor Trusts Can Be Very Useful in Certain Situations
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
- Grantor Trusts Provide Flexibility and Ease
- Category: Estate Planning
- Category: Legal Education
