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Posts by category
- Category: Attorney
- Category: Business succession
- Category: consumer
- Category: disinherited beneficiary
- Category: Estate Planning
- Can You Revoke a Trust If Things Change?
- Do You Have These Essential Estate Planning Documents?
- Do I Have to Be Wealthy to Have a Trust?
- The Importance of Having an Estate Plan
- Tax Planning for 2023
- What’s Retirement Got to Do with it?
- Death and Your Digital Footprint
- Pondering Portability
- What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053
- The Importance of Insuring Real Estate
- It’s Better to Give, Especially This Year
- Category: Estate Planning
- What Bruce Willis Can Teach Us About Incapacity Planning
- The Lessons from Lisa Marie
- What Happens When You Don’t Trust Your Trustee – Part I
- Common Mistakes in Estate Planning – IV
- Understanding Undue Influence – Part I
- Understanding Undue Influence – Part II
- The Toll of Serving as Fiduciary
- The Power in Powers of Appointment
- Let’s Talk about Trusts…and Taxation
- Double Your Gifting with Spousal Gift-Splitting
- Living in a Digital World and the Importance of Planning for Cryptocurrency
- Neither Age Nor Health Determines Whether You Need an Estate Plan
- The Kiddie Tax is No Child’s Game
- Charitable Planning in Times of Crisis
- How Estate Planning Documents Help Prevent Elder Abuse
- How Using Specific Bequests Could Cost Beneficiaries their Inheritance
- The Refinancing Nightmare!
- The Family Cabin Disaster
- Assignment and Nominee
- Leaving Assets Can Be Tricky
- Changing “Irrevocable” Trusts Through Use of a Trust Protector
- Donor Advised Funds: Too Good to Be True?
- Conservation Easements Can Be a Good Solution
- Dangers of Do-It-Yourself Estate Planning
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- Roth IRAs Can Be a Great Planning Strategy: Basics
- Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
- ABLE Accounts Complement Special Needs Trusts
- Plan Now for the Incredible Shrinking Exclusion
- The Role of the Estate Planning Attorney
- “Last Will and Testament” Origin
- Using Disclaimers to Achieve Client Goals: Double Disclaimers
- Pandemic Relief for Employers
- 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: Family Cabin
- Category: Financial Planning
- Category: GPOA
- Category: in terrorem clause
- Category: income tax
- Category: legal education
- Category: LPOA
- Category: no contest clause
- Category: powers of appointment
- Category: Property
- Category: Refiancing
- Category: tax
- Category: taxation
- Category: Trust
- Category: Trust Property
- Category: Trusts
- Category: Uncategorized
- We’ve Got Your Valentine’s Day Plans Covered
- Business to Business Spotlight |Title Boxing Club Woodbury
- Business to Business Spotlight |Anne Lucas: Coldwell Banker Realtor
- Business to Business Spotlight | Rachel Blinsmon, Re/Max Results
- Client Spotlight
- Client Spotlight
- How to Leave Your Home to Your Children
- How We’re Pivoting
- How Will You Age in Place and Be Able to Die at Home?
- How Will You Obtain the Care You Need?
- Income Tax Basis in Estate Planning
- Category: Will
- Category: Wills
- Category: Wills and Trusts
