Refresh and Reset: Syncing up in San Diego

December 20, 2022 - Joshua K. Crawford

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

July 26, 2022 - Joshua K. Crawford

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

June 2, 2022 - Joshua K. Crawford

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

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

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

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

Estate Planning Reduces Stress During High Anxiety Times

October 1, 2021 - Joshua K. Crawford

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?

July 12, 2021 - Joshua K. Crawford

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

July 1, 2021 - Joshua K. Crawford

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

June 1, 2021 - Joshua K. Crawford

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

Plan Now for the Incredible Shrinking Exclusion

June 1, 2021 - Joshua K. Crawford

There is a great deal of legislation pending and much is uncertain. But this much is certain, the estate tax exclusion will go down by half beginning 2026...... Read More

Estate Planning, legal education