Posts 10 Best States for Retirement 10 Worst States for Retirement 4 Important Documents For Estate Planning 529 Plans: Planning for Education with a Tax and Asset Protection Bonus 6 Myths People Tell Themselves About Advance Directive Accessibility A Funeral for a King or Queen A Tale of Two Plans A Word About Sudden Death Advance Directives Are Important, But Are They Enough? Advance Directives Registries: How to Evaluate Them An FDIC Cheat Sheet An FDIC Cheat Sheet Anna Nicole Smith Case Another Reason to Do It Right the First Time Assignment and Nominee Assisted Suicide or Death with Dignity Basis is Important in Estate Planning Benjamin Franklin’s Words of Wisdom on Life and Death Beware of Prepaid Funeral Contracts Biden Administration Could Reduce Estate Tax Exclusion Can Successor Trustee Purchase Trust Property? 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Successor Trustee Tax Planning for 2021 The Basics: “HIPAA” Powers The Basics: Financial Power of Attorney The Basics: Powers of Attorney for Healthcare The Four R’s of Funerals The Gift The Importance of Communicating Your Plans The Importance of Directives The Law and Human Remains The Party No One Wants To Plan The Secure Act and What It Means for You The Tax Man Cometh… The Trouble with Joint Tenancy The Value of An Estate Planning Attorney There Are Many Reasons to Use a Trust Think Before Squeezing the Toothpaste Tube! Today’s Funeral Services and Certified Celebrants Trusts May Be Categorized in Many Ways Uncompensated Transfers Understanding The Duties and Responsibilities of a Trustee Updating Your Plan: Beneficiary Designations Updating Your Plan: Powers of Attorney Updating Your Plan: Your Trust or Will Use the Exclusion or Lose It Value of An Estate Planning Attorney What the 2020 Election Could Mean for Your Estate Plan What Would Happen If I Die Tomorrow? 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Introducing the “Advance Driving Directive” (a/k/a: Who Should Talk with Client about Hanging Up the Car Keys?)
