Estate Planning Conference Discusses For The Act Secure And More

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

Use It Before It’s Gone

May 3, 2021 - Joshua K. Crawford

The amount you can pass free from estate tax is at a record high of $11.7 million per person. There’s legislation which would lower the exclusion to $3.5...... Read More

Estate Planning, legal education

The Role of the Estate Planning Attorney

May 3, 2021 - Joshua K. Crawford

Clients often come to an Estate Planning attorney with specific ideas in their minds. The attorney’s role is to counsel them regarding their plan, not just to draw...... Read More

Estate Planning, legal education

Biden Administration Could Reduce Estate Tax Exclusion

February 1, 2021 - Joshua K. Crawford

Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read on to learn more.... Read More

Estate Planning, legal education

Starting the New Year Right

February 1, 2021 - Joshua K. Crawford

As we begin a new year, it’s a good time to start off right. If you don’t already have an estate plan, now’s a great time to make...... Read More

Estate Planning, legal education

A Time for Thanks and Community

December 1, 2020 - Joshua K. Crawford

Thanksgiving is a time for giving thanks and for appreciating your family and friends. In particular, it can be a good time to thank those people whom you’ve...... Read More

Estate Planning, legal education

What the 2020 Election Could Mean for Your Estate Plan

December 1, 2020 - Joshua K. Crawford

The November elections are over. What was the outcome of the election? What changes could come about as a result? What do those possible changes mean for your...... Read More

Estate Planning, legal education

Preparing for the Unexpected…and the Eventual

December 1, 2020 - Joshua K. Crawford

The world is an unusual place. Things you’d never expect to happen sometimes actually do happen. There are natural disasters and unusual phenomenon. It’s important to prepare, not...... Read More

Estate Planning, legal education

Leaving Assets Can Be Tricky

October 29, 2020 - Joshua K. Crawford

Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky.Read on to learn more.... Read More

Estate Planning, legal education

Staying Current is Especially Important in the Pandemic

October 1, 2020 - Joshua K. Crawford

The President’s bout with COVID-19 demonstrates the importance of keeping planning current. A Health Care Power of Attorney appoints someone to make decisions for you if you’re not...... Read More

Estate Planning, legal education

Chadwick Boseman Demonstrates the Importance of Planning

October 1, 2020 - Joshua K. Crawford

Chadwick Boseman played many heroic American roles and the superhero role of the Black Panther. His death at age 43 demonstrated how it’s important to have at least...... Read More

Estate Planning, legal education