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
Are You Missing These Asset Protection Opportunities? May 30, 2011 - Andrew Smith Estate planning involves a number of strategies for protecting yourself and your loved ones. Have you taken advantage of these... Read More Estate Planning, Incapacity Planning, Wills and Trusts
Another Reason For a Carefully Planned Estate May 27, 2011 - Andrew Smith How do you think your children will spend their inheritances? Recently, I read about a mother in England who left... Read More Estate Planning
More Than One Attorney-in-Fact? Probably Not a Great Idea May 25, 2011 - Andrew Smith Choosing someone to serve as your attorney-in-fact (also called your agent) pursuant to your Power of Attorney can be a... Read More Incapacity Planning