The Importance of Naming a Successor Trustee

December 22, 2021 - Joshua K. Crawford

Though once used almost exclusively by wealthy families to pass down the family fortune, trusts are now commonly found in... Read More

Trust Administration

Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount

December 1, 2021 - Joshua K. Crawford

As fall turns into winter and the holiday season arrives, it’s natural to review the year, plan for the next, and count your blessings. One of the ways...... Read More

Estate Planning

Can I Qualify for Veteran’s Benefits and Medicare?

November 15, 2021 - Joshua K. Crawford

In the United States, veterans and their dependents enjoy a wide range of benefits for their service to the country.... Read More

General

Top 5 Estate Planning Goals

October 20, 2021 - Joshua K. Crawford

When you think about creating an initial estate plan, you likely focus entirely on the need to create a roadmap... Read More

Estate Planning

Estate Planning Reduces Stress During High Anxiety Times

October 1, 2021 - Joshua K. Crawford

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

August 18, 2021 - Joshua K. Crawford

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

July 23, 2021 - Joshua K. Crawford

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?

July 12, 2021 - Joshua K. Crawford

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

July 1, 2021 - Joshua K. Crawford

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

June 6, 2021 - Joshua K. Crawford

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

June 1, 2021 - Joshua K. Crawford

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

June 1, 2021 - Joshua K. Crawford

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