The Toll of Serving as Fiduciary

May 2, 2022 - Joshua K. Crawford

Estate Planning attorneys balance competing interests when helping clients decide who they should name as personal representative and trustee. Some of the factors that a client needs to...... Read More

Estate Planning, legal education

The Power in Powers of Appointment

May 2, 2022 - Joshua K. Crawford

Estate Planning attorneys balance competing interests when creating estate plans. Uncertainty about the future concerning taxes and each beneficiary’s situation requires flexibility in an Estate Plan. Powers of...... Read More

Estate Planning, GPOA, legal education, LPOA, powers of appointment

Estate Planning – Something You Shouldn’t Do Yourself

April 4, 2022 - Joshua K. Crawford

It’s tempting to think that by taking the time to hand-write your Will or preparing a do-it-yourself plan, you can avoid many of the issues that arise with...... Read More

consumer, Estate Planning, legal education

Can I Still Benefit from Medicaid Planning If I Need Medicaid Now?

March 10, 2022 - Joshua K. Crawford

If your estate plan doesn’t include Medicaid planning and you suddenly find yourself needing to qualify for Medicaid, you might... Read More

Medicaid Planning

Be Careful How You Co-Own Property

February 22, 2022 - Joshua K. Crawford

Creating a successful estate plan requires you to do more than simply decide how your estate assets are to be... Read More

asset protection

How Do I Modify My Living Trust?

February 11, 2022 - Joshua K. Crawford

Over the course of your lifetime, you will probably make numerous changes to your initial estate plan. If you included... Read More

living trusts

Do All Estates Have to Go through Probate?

February 8, 2022 - Joshua K. Crawford

Although your estate plan may start out focusing entirely on the distribution of your estate assets, you will likely find... Read More

Probate

Start 2022 the Right Way

February 1, 2022 - Joshua K. Crawford

The New Year gives us an opportunity to start fresh. If you don’t yet have an estate plan, now’s a... Read More

business succession planning, Estate Planning, legal education

What Is the Medicaid Look-Back Rule?

January 11, 2022 - Joshua K. Crawford

As a senior, the likelihood that you will need to qualify for Medicaid increases substantially as a result of the... Read More

Medicaid

Tax Planning for 2022

January 1, 2022 - Joshua K. Crawford

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2022 is just starting, it’s not too early...... Read More

Estate Planning, legal education

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, legal education