5 Important Estate Plan Documents
Given the unique nature of estate planning, no two estate plans will be exactly the same. Nevertheless, there are some... Read More
Estate Planning Estate Planning
Refresh and Reset: Syncing up in San Diego
The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education on selected topics designed to...... Read More
Estate Planning, income taxation, legal education 
Important Estate Plan Updates for Seniors
If you have an estate plan in place you are better prepared than over half of all Americans, according to... Read More
Estate Planning 
Spring Summit 2022: Celebrating Friendship in the Lone Star State
The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning held its semi-annual conference providing education and learning for and inspiring excellence...... Read More
Estate Planning, legal education 
The Toll of Serving as Fiduciary
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
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 
Tax Planning for 2022
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 
Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
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 
Estate Planning Reduces Stress During High Anxiety Times
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, legal education 
What Does an Executor Do?
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
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, legal education 
Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
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, legal education