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Posts by category

• Category: Estate Planning
  • Tax Reporting with Trusts
  • Advantages of Using a “Grantor Trust” in Planning
  • Taxation of Nongrantor Trusts
  • Planning for the Sandwich Generation
  • Whom Do You Want to Get Your Assets?
  • Planning for Incapacity
  • Roth IRAs Can Be a Great Planning Strategy: Advanced
  • Roth IRAs Can Be a Great Planning Strategy: Basics
  • 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
  • Beneficiary Designations
  • Beneficiary Designations and the SECURE Act: Prior Designations
  • Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
  • Preparing for the Unexpected…and the Eventual
  • 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