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Posts by category
- Category: Elder Law
- Category: Estate Planning
- Is Your IRA Part of Your Estate Plan?
- Keep Your Estate Plan Current at All Times
- Is Joint Tenancy a Good Estate Planning Solution?
- Clearing Up Questions About Taxes on Inheritances
- Estate Planning Decisions: Is a Will Right for You?
- The Lessons from Lisa Marie
- The Sky Isn’t Falling
- Are All Asset Transfers Subject to Probate
- An Enlightening Conversation About Trusts
- Living in a Digital World and the Importance of Planning for Cryptocurrency
- Is SSI the Same as SSDI?
- How to Dispose of “Stuff”
- Steer Clear of These Estate Planning Mistakes
- When Is a Trust Better Than a Will (Part 2)?
- Is There an Indiana Estate Tax?
- Steer Clear of These Common Estate Planning Mistakes
- Coronavirus and Nursing Homes
- Economic Fallout from Coronavirus May Provide Opportunities
- 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
- The Not-So Transparent Corporate Transparency Act
- Use a Trust to Address These Estate Planning Situations
- What You Need to Know About SECURE Act 2.0
- Can You Use Lifetime Gift Giving to Avoid Estate Taxes?
- Estate Planning Tips for Blended Families
- Holistic Estate Planning: Anticipate the Eventualities of Aging
- Estate Planning Survey: Americans Are Woefully Unprepared
- Dem Control Could Impact Taxes on Inheritances
- What Are the Rules for Inherited IRAs?
- Are Living Trust Payouts Taxed?
- Pandemic Illustrates the Importance of Advance Planning
- When a Trust Is Better Than a Will (Part 1)
- A Look at Two Commonly Used Trusts
- Key Facts About IRAs and Estate Planning
- The Little Things May be the Most Important
- Category: General
- Category: Legal Education
- Category: Life Care Planning
- Category: Retirement Planning
