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• Category: Estate Planning
  • Tax Reporting with Trusts
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  • Whom Do You Want to Get Your Assets?
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  • It’s Important to Have a Coordinated Estate Plan
  • Revocable Trusts Are Not Always Treated the Same as an Individual
  • ABLE Accounts Complement Special Needs Trusts
  • Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
  • Beneficiary Designations and the SECURE Act Basics
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  • Use the Exclusion or Lose It
  • Building Flexibility into Your Plan
  • Leaving Assets Can Be Tricky
• Category: legal education
• Category: Uncategorized
  • Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
  • Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
  • Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
  • Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements