Make Your Own Plan
Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan,...... Read More
Estate Planning, legal education Estate Planning
529 Plans: Planning for Education with a Tax and Asset Protection Bonus
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
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
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 Special Needs Children
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
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
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?
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
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?
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?
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
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