Are Irrevocable Trusts Really Irrevocable – Part I

March 3, 2025 - Joshua K. Crawford

For many years Estate Planning attorneys touted irrevocable trusts as an immutable way to set an estate plan in stone. As more and more states have adopted the...... Read More

Estate Planning, irrevocable trusts, legal education

Pumpkin Kisses and Harvest Wishes

November 1, 2024 - Joshua K. Crawford

As the spooky season transitions into the season of Thanksgiving, it’s important to remember our why. Most of us do what we do for our families and loved...... Read More

Estate Planning, legal education, tax planning

What Taylor Swift Can Teach Us About Estate Planning

April 1, 2024 - Joshua K. Crawford

Regardless of your feelings about her music, her attendance at National Football League games, or anything else related to the popstar, it’s hard to argue that Taylor Swift...... Read More

Estate Planning, legal education

Tax Planning for 2024

January 1, 2024 - Joshua K. Crawford

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2024 is just starting, it’s not too early...... Read More

Estate Planning, legal education

The Seedier Side of the Holiday Season

December 1, 2023 - Joshua K. Crawford

Scammers will use any leverage possible to separate you from your money. This includes preying upon a grandparent’s love and concern for their grandchildren. The so-called grandparent scams...... Read More

Estate Planning, legal education

The Horrors of Dying Intestate

November 1, 2023 - Joshua K. Crawford

Many souls believe that if they lack means, they do not need an Estate Plan. Nothing could be further from the truth. If you die without an Estate...... Read More

Estate Planning, legal education

The Wonder of Wills

July 25, 2023 - Joshua K. Crawford

Many Estate Planning attorneys have fielded a question regarding whether an Estate Plan was necessary, or whether a Will is necessary if the client has a Revocable Trust....... Read More

Estate Planning, legal education

Planning for the “Silver Tsunami”

March 21, 2023 - Joshua K. Crawford

As the population over the age of 65 continues to grow, unique problems arise. For example, many seniors may have never married, or outlived their spouse and lack...... Read More

Estate Planning, legal education

The Lessons from Lisa Marie

March 1, 2023 - Joshua K. Crawford

Regular readers of this blog often see articles regarding the latest celebrity whose death created a mess because their Estate Plan failed to properly protect the celebrity’s family...... Read More

Estate Planning, legal education

Tax Planning for 2023

January 9, 2023 - Joshua K. Crawford

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2023 is just starting, it’s not too early...... Read More

Estate Planning, legal education

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

Discharge of Indebtedness Income and Student Loan Forgiveness

October 27, 2022 - Joshua K. Crawford

While many taxpayers may be excited about the prospect of reduced loan balances as part of Biden’s Loan Forgiveness Program, they may have questions about the potential tax...... Read More

Estate Planning, legal education