Posts ‘Tis the Season For Giving “Last Will and Testament” Origin What Bruce Willis Can Teach Us About Incapacity Planning 10 Best States for Retirement 10 Worst States for Retirement 4 Important Documents For Estate Planning 529 Plans – The “Holy Grail” of 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 Real-Life Look at the Application of the Slayer Statute A Tale of Two Plans A Word About Sudden Death ABLE Accounts Complement Special Needs Trusts Advance Directives Are Important, But Are They Enough? Advance Directives Registries: How to Evaluate Them Advantages of Using a “Grantor Trust” in Planning Aging Parents & Estate Planning An FDIC Cheat Sheet An FDIC Cheat Sheet Anna Nicole Smith Case Another Reason to Do It Right the First Time Application of the Transfer For Value Rule to the Sale of Life Insurance Application of the Updated Life Expectancy Tables Assignment and Nominee Assisted Suicide or Death with Dignity Avoid Unnecessary Family Disputes With a Letter of Instruction 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 Business Succession Planning May Be Easier than You Think Can Successor Trustee Purchase Trust Property? Chadwick Boseman Demonstrates the Importance of Planning Changing “Irrevocable” Trusts Through Decanting Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification Changing “Irrevocable” Trusts Through Use of a Trust Protector Charitable Planning in Times of Crisis Charitable Remainder Trust: Best Tool for Proposed Tax Changes? Choosing the Right Fiduciary Choosing the Right People In Estate Planning Coming of Age Means Doing Estate Planning Common Mistakes in Estate Planning . . Part I Common Mistakes in Estate Planning . . Part III Common Mistakes in Estate Planning . . Part IV Common Mistakes in Estate Planning . . . Part V Common Mistakes in Estate Planning . . Part II Common Sense Approach to Identity Theft Prevention Conservation Easements Can Be a Good Solution Costs of Settling an Estate Create A Great Funeral Day Create a Great Funeral Day – Talk Now to Avoid a “Facelift Funeral” Dangers of Do-It-Yourself Estate Planning Dealing with Holiday Blues Death and Taxes: Five Tips to Save Your Sanity Death and Your Digital Footprint Digital Assets Discharge of Indebtedness Income & Student Loan Forgiveness Discounts: A Complex Matter Discussing Estate Planning With Aging Parents Disinheritance Do-It-Yourself Wills: Cheap Now, Expensive Later? Don’t Be A Turkey – Use Your Annual Per Donee Exclusion Amount Donor Advised Funds: Too Good to Be True? Double Your Gifting with Spousal Gift-Splitting Dynasty Trusts Dynasty Trusts Estate Planning – Something You Shouldn’t Do Yourself Estate Planning and Appraisals Estate Planning Considerations for Parents Estate Planning in Real Life: Financial Management Estate Planning is Not Only About Having a Plan Estate Planning Lessons from the Movies – Part I Estate Planning Lessons from the Movies – Part II Estate Planning Quandary: Children Conceived After Death Estate Planning Reduces Stress During High Anxiety Times Estate Planning with Entities Exploring Elder Abuse Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part I Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part II Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part III Fair is Not Always Equal Family Harmony Family Photos Family Trusts vs. Spousal Trusts Five Tips to Avoid Being a Burden on the Kids Funeral Contracts Should be Avoided 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 Hospice Care and Jimmy Carter’s Choice How do I title . . . Part II How Do I Title . . . Part I How Do I Trust . . . Part II How Do I Trust . . . Part III How Do I Trust My Trustee? How Estate Planning Documents Help Prevent Elder Abuse How Tax and Non-Tax Considerations Impact Estate Planning- Part I How Tax and Non-Tax Considerations Impact Estate Planning- Part II How to Avoid Guardianship of Minor Children Problems and Errors How to Create Meaningful Memorial Activities How to Dispose of “Stuff” 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 IRS Confirms Grantor Irrevocable Trust Status Alone Does Not Cause a Step-Up in Basis Is LegalZoom Practicing Law? It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy It’s a Great Time to Consider a Donor Advised Fund It’s Important to Have a Coordinated Estate Plan Joint Tenancy Problems in Estate Planning Just When You Thought You Understood the 10-Year Rule, Think Again 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 Lessons From Lisa Marie Presley Let’s Talk Litigation Let’s Talk about Trusts…and Taxation Living in a Digital World and the Importance of Planning for Cryptocurrency Low-Interest Loans: An Estate Planning Technique Marlon Brando May You Live In Interesting Times MEDICAID IN A NUTSHELL 2014 Medicaid Planning Medicare End-of-Life Counseling Disappears Again More Than Just Salad Dressing: The Ongoing Saga of Newman’s Foundation Moving In With Your Adult Children Neither Age Nor Health Determines Whether You Need an Estate Plan New Advance Directive Study: Useful Findings but Confusing Reporting Non-tax Reasons For Estate Planning Non-Tax Reasons to Plan Now that the Mid-terms are over, let’s talk taxes Opting In: Where Will Your Organs Go When You Die?