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 Beneficiary Designations Beneficiary Designations and the SECURE Act Basics Beneficiary Designations and the SECURE: Eligible Designated Beneficiaries Beneficiary Designations and the SECURE: Prior Designations 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? Chadwick Boseman Demonstrates the Importance of Planning Choosing the Right Fiduciary Choosing the Right People In Estate Planning Coming of Age Means Doing Estate Planning Common Sense Approach to Identity Theft Prevention Costs of Settling an Estate Create a Great Funeral Day – Talk Now to Avoid a “Facelift Funeral” Dealing with Holiday Blues Death and Taxes: Five Tips to Save Your Sanity Digital Assets Discounts: A Complex Matter Disinheritance Do-It-Yourself Wills: Cheap Now, Expensive Later? Dynasty Trusts Estate Planning Considerations for Parents Estate Planning in Real Life: Financial Management Estate Planning is Not Only About Having a Plan Estate Planning Quandary: Children Conceived After Death Fair is Not Always Equal Family Harmony Family Trusts vs. Spousal Trusts Five Tips to Avoid Being a Burden on the Kids Funeral Planning Generational Wealth is Key to Leveling the Playing Field Gifting Grief, Not a Phase, But a Journey Guidelines for Hiring an In-Home Caregiver Heckerling Leaves Open Questions High Cost of DIY Wills Hospice Awareness How to Avoid Guardianship of Minor Children Problems and Errors How to Create Meaningful Memorial Activities How to Prevent After-Death ID Theft Illinois Trust Taxation Deemed Unconstitutional Income Tax Basis Income Tax Basis in Estate Planning Insurance Adds Liquidity to an Estate Introducing the “Advance Driving Directive” (a/k/a: Who Should Talk with Client about Hanging Up the Car Keys?) Irrevocable Medicaid Trusts Is LegalZoom Practicing Law? Joint Tenancy Problems in Estate Planning Land Trusts Learning About Legacy Planning From Steve Jobs Leaving a Charitable Legacy Leaving Assets Can Be Tricky Leaving Assets Can Be Tricky – Part 2 Leaving Assets Can Be Tricky – Part 3 Leaving Children a Legacy, Not Just Money Low-Interest Loans: An Estate Planning Technique Marlon Brando May You Live In Interesting Times MEDICAID IN A NUTSHELL 2014 Medicare End-of-Life Counseling Disappears Again New Advance Directive Study: Useful Findings but Confusing Reporting Non-tax Reasons For Estate Planning Non-Tax Reasons to Plan Opting In: Where Will Your Organs Go When You Die? Over My Dead Body: Why Fear Funeral Planning? Penny-Wise, Pound-Foolish Persistent Vegetative State Seen as Worse than Death Pet Planning Planning After Divorce Planning for Incapacity Planning for Married Same-Sex Couples Planning for Retirement Plans and IRAs: Asset Protection Planning for Special Needs Children Planning for Step-Children Planning For Students Planning Is Important Planning Takes the Edge Off Pointers from Philip Seymour Hoffman’s Estate Plan Portability Post-Death Palimony Pre-Mortem Will Contests Preparing for the Unexpected…and the Eventual Privacy Through Trusts Puerto Ricans are Unique, as Is Estate Planning for Them Remembering Steve Jobs Removing Life Insurance from the Taxable Estate Removing Life Insurance Without Triggering the Transfer for Value Rule Role Reversal: Discussing Estate Planning With Aging Parents Secure Act SECURE Act’s 10-Year Rule Brings New Planning Opportunities Splitting IRA’s after the Secure Act Starting the New Year Right Staying Current is Especially Important in the Pandemic Staying Current is Especially Important in the Pandemic Stricter HIPAA Enforcement: What Will It Mean For Health Care Powers of Attorney? 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? What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary? When a Will Contest is Not Enough When To Say “I Do” Who Gets The Embryo? Who’s Afraid of CLAWBACK? Why Use a Special Needs Trust Will Your Estate Plan Still Work If You Move?