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Posts by category
- Category: Estate Planning
- “Last Will and Testament” Origin
- Using Disclaimers to Achieve Client Goals: Double Disclaimers
- How to Dispose of “Stuff”
- Using Disclaimers to Achieve Client Goals
- 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
- Biden Administration Could Reduce Estate Tax Exclusion
- Joint Tenancy Problems in Estate Planning
- Updating Your Plan: Powers of Attorney
- Updating Your Plan: Your Trust or Will
- Tax Planning for 2021
- Updating Your Plan: Beneficiary Designations
- Preparing for the Unexpected…and the Eventual
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Fair Isn’t Always Equal and Vice Versa
- Planning Is Important
- Chadwick Boseman Demonstrates the Importance of Planning
- Puerto Ricans are Unique, as Is Estate Planning for Them
- Generational Wealth is Key to Leveling the Playing Field
- The Basics: Powers of Attorney for Healthcare
- The Basics: “HIPAA” Powers
- The Basics: Financial Power of Attorney
- The Basics: Powers of Attorney for Healthcare
- B2B – Crossroads Properties
- Avoiding Family Chaos in the Coronavirus Age
- B2B
- Coronavirus and Nursing Homes
- Best Places to Retire: State Taxation
- Joint Tenancy Pros and Cons
- Tax Planning for 2020
- Category: Estate Planning
- Category: Financial Planning
- Category: legal education
- Category: Uncategorized
