529 Plans: Planning for Education with a Tax and Asset Protection Bonus

September 2, 2019 - Joshua K. Crawford

Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how...... Read More

Estate Planning, legal education

Planning for the Unexpected

September 2, 2019 - Joshua K. Crawford

It’s important to have a plan. If you don’t have a plan, your state law dictates who gets your property and makes decisions for you. Read on to...... Read More

Estate Planning, legal education

Planning for Education Expenses

September 2, 2019 - Joshua K. Crawford

Estate Planning, legal education

Planning for Special Needs Children

September 2, 2019 - Joshua K. Crawford

Planning is important when providing for any of your children. But planning is even more important for special needs children. Without proper planning, an inheritance can jeopardize a...... Read More

Estate Planning, legal education

Planning for Step-Children

August 1, 2019 - Joshua K. Crawford

If your spouse has biological children, you may consider them your own. But, if you haven’t adopted them, they have no inheritance rights. This article looks at how...... Read More

Estate Planning, legal education

The Importance of Communicating Your Plans

August 1, 2019 - Joshua K. Crawford

Each of us will die eventually. This article looks at how planning can make your passing easier for those whom you leave behind. Specifically, this article will look...... Read More

Estate Planning, legal education

How Much is Too Much?

August 1, 2019 - Joshua K. Crawford

This article looks at the question of how much is too much to leave your children. Many people have pledged... Read More

Estate Planning, legal education

Clarity is Key to Planning

July 1, 2019 - Joshua K. Crawford

Clarity is essential in an estate plan. This article examines the case of Tom Petty, what he did right and what he did wrong. It shows that clarity...... Read More

Estate Planning, legal education

Is an Inherited IRA Taxable to the Beneficiary?

June 13, 2019 - Joshua K. Crawford

Planning for retirement is much more complex in the 21st century than it was in decades past. Workers can no... Read More

Estate Planning

What is a GST Trust?

June 3, 2019 - Joshua K. Crawford

A Generation-Skipping or “GST” trust can be a good way to keep assets out of the taxable estate of a beneficiary and yet still allow them to be...... Read More

Estate Planning, legal education

Kiddie Tax is Worse Than Ever

June 3, 2019 - Joshua K. Crawford

The Kiddie Tax can apply to the unearned income of children. Read on to learn if this tax applies to you or your children. Also, learn ways to...... Read More

Estate Planning, legal education

Last Will vs. Living Trust

May 9, 2019 - Joshua K. Crawford

Although your initial estate planning document will probably be a Last Will and Testament, there may come a time when... Read More

Estate Planning