6 Important Estate Planning Considerations – Part 2: Long-Term Care

May 1, 2018 - Joshua K. Crawford

Many considerations must be addressed in an estate plan, not just who gets whatever’s left after your death. Long-Term Care expenses are an ever-increasing concern. Your estate plan...... Read More

Estate Planning, legal education

6 Important Estate Planning Considerations – Part 1: Incapacity

May 1, 2018 - Joshua K. Crawford

One of the most important considerations in an estate plan is incapacity planning. This article describes how an estate plan provides incapacity planning and the documents which may...... Read More

Estate Planning, legal education

Estate Planning: Simple is not Always Better

April 19, 2018 - Joshua K. Crawford

Clients often want the simplest estate planning solution possible. While keeping it simple is an understandable goal, the simplest solutions are not often the best. This article shows...... Read More

Estate Planning, legal education

How Are You Planning for Long-Term Care (LTC) Expenses?

April 5, 2018 - Joshua K. Crawford

What’s the right direction for you in planning for future medical expenses? The odds are even that you’ll need long-term care (LTC) after age 65, at least for...... Read More

Estate Planning, legal education

Income Tax Basis in Estate Planning – Part 2

April 2, 2018 - Joshua K. Crawford

When choosing the direction to take in estate planning, it’s important to consider the impact of the proposed estate plan on income tax basis. Basis is often overlooked...... Read More

Estate Planning, legal education

Basis is Important in Estate Planning

April 2, 2018 - Joshua K. Crawford

When choosing the direction to take in estate planning, it’s important to consider the impact on income tax basis. This article examines the nature of basis and follows...... Read More

Estate Planning, legal education

Planning for Retirement Plans and IRAs: Beneficiary Designation

March 23, 2018 - Joshua K. Crawford

Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the...... Read More

Estate Planning, legal education

Estate Planning: The Simplest Plan is Usually Not the Best

March 21, 2018 - Joshua K. Crawford

Clients often want the simplest estate planning solution possible. However, the simplest solution is doing nothing. Usually, doing nothing does not result in the desired outcome.... Read More

Estate Planning, legal education

New Tax Law May Affect State Income Tax, Too!

March 19, 2018 - Joshua K. Crawford

The new tax law has many impacts on state income taxes in 2018. The law limits the deductibility of state income taxes for federal purposes. It also raises...... Read More

Estate Planning, legal education

Retirement is Complicated

March 15, 2018 - Joshua K. Crawford

Many factors go into retirement decisions. This article examines many of those factors, such as where to retire, access to healthcare, income taxation, estate taxation, property taxation, etc....... Read More

Estate Planning, legal education

Port St. Lucie Estate Planning Attorneys Warn Against the Use of DIY Documents

March 13, 2018 - Joshua K. Crawford

Have you been putting off the creation of your estate plan because you never seem to have the time and/or... Read More

Estate Planning

Age-Related Retirement Milestones

March 7, 2018 - Joshua K. Crawford

Retirement takes planning. This article includes milestone ages, such as when you must begin taking distributions from retirement plans. The article also includes links to resources which will...... Read More

Estate Planning, legal education