Your Power of Attorney and Your Trust: How Do They Interact? June 27, 2011 - Andrew Smith A power of attorney is an essential estate planning document. It lets you appoint an agent to make a range... Read More Incapacity Planning, Wills and Trusts
Is Your Incapacity Plan Medicaid-Ready? June 24, 2011 - Andrew Smith Having an incapacity plan is vitally important. You never know when catastrophe may strike, and even the youngest and healthiest... Read More Incapacity Planning, Long Term Care, Medicaid
AARP Adds LGBTQ Microsite June 22, 2011 - Andrew Smith The AARP has constructed a new section of its website dedicated specifically to issues of concern for older gay Americans.... Read More Estate Planning, LGBTQ
Parents: Make an Estate Plan and Enjoy the Same Flight June 20, 2011 - Andrew Smith Have you and your spouse ever taken separate flights to the same destination when you’re traveling without the kids, because... Read More Estate Planning, Parents w/ Young Children
What is a Mandatory Arbitration Clause? June 17, 2011 - Andrew Smith You’ve probably heard of people including no-contest clauses in their wills and trusts. A no-contest clause is language that’s included... Read More Estate Planning, Wills and Trusts
Estate Planning for Parents of Autistic Children June 15, 2011 - Andrew Smith If you’re the parent of a child with autism, you’re not alone. It’s estimated that one out of every 110... Read More Estate Planning, Parents w/ Young Children, Special Needs Planning, Wills and Trusts
Why a Special Needs Trust? June 13, 2011 - Andrew Smith Imagine you have a loved one – your daughter, for instance – who has special needs. And, imagine your loved... Read More Estate Planning, Parents w/ Young Children, Special Needs Planning, Wills and Trusts
Leaving a Legacy With an Ethical Will June 10, 2011 - Andrew Smith If you had one week left to live, what would you want to make sure your family members knew and... Read More Estate Planning
Have an IRA? Consider a Charitable Rollover June 8, 2011 - Andrew Smith If you have a traditional IRA and you’re over age 70 ½, you know that there’s a minimum amount you’re... Read More Retirement Planning
Definition: Annual Exclusion Gift June 7, 2011 - Andrew Smith While the federal government does impose a gift tax, not every gift is taxable. There are a number of exclusions... Read More Estate Planning, Taxes
Can I Disinherit My Spouse From My 401(k)? June 3, 2011 - Andrew Smith If your husband or wife survives you, and you have funds in a 401(k), can you disinherit him or her... Read More Estate Planning
Autobiography as Legacy June 1, 2011 - Andrew Smith Most of us, at one point or another, have thought, “I could write a book…” And the truth is, we... Read More Estate Planning