Top 5 Estate Planning Goals
When you think about creating an initial estate plan, you likely focus entirely on the need to create a roadmap... Read More
Estate Planning
Joshua K. Crawford
Estate Planning Reduces Stress During High Anxiety Times
During times of high stress such as tragedy or emergency, we tend to feel helpless. This article explores how a comprehensive estate plan helps reduce anxiety in uncertain...... Read More
Estate Planning
Keeping Elderly Loved Ones Safe in the Age of Social Media
In today’s electronics culture, just about everyone owns a cellphone, tablet, or laptop computer on which they spend a good... Read More
Elder Law
Common Trust Administration Mistakes
One of the most common additions to a comprehensive estate plan is a trust agreement. Although every trust agreement is... Read More
Trust Administration
What Does an Executor Do?
Although people often fail to realize it, one of the most important decisions you will make when creating your Last... Read More
Estate Planning
It’s Important to Have a Coordinated Estate Plan
There are many parts to an Estate Plan. The Revocable Trust is just one part. It’s important to coordinate the various parts of the Estate Plan. Read on...... Read More
Estate Planning
Celebrity Estate Planning Mistakes
You might assume that anyone who does have substantial assets would have a well thought out plan in place. In... Read More
Estate Planning
Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many of the thought leaders in Estate Planning and Elder Law got together and...... Read More
Estate Planning
Plan Now for the Incredible Shrinking Exclusion
There is a great deal of legislation pending and much is uncertain. But this much is certain, the estate tax exclusion will go down by half beginning 2026...... Read More
Estate Planning
Learning and Camaraderie at the Academy Summit
The Academy takes learning seriously. The Academy’s Spring Summit included numerous substantive legal education sessions, as well as sessions on marketing and law office management. The virtual conference...... Read More
Estate Planning
Use It Before It’s Gone
The amount you can pass free from estate tax is at a record high of $11.7 million per person. There’s legislation which would lower the exclusion to $3.5...... Read More
Estate Planning
The Role of the Estate Planning Attorney
Clients often come to an Estate Planning attorney with specific ideas in their minds. The attorney’s role is to counsel them regarding their plan, not just to draw...... Read More
Estate Planning