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Home Archives for Estate Planning

Elizabeth D. Mitchell February 4, 2021

Tax Planning for 2021

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 is just starting, it’s not too early to think about planning for whatever it may … [Read more...] about Tax Planning for 2021

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell January 28, 2021

Updating Your Plan: Beneficiary Designations

As we enter the new year, it’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations may control a large part of … [Read more...] about Updating Your Plan: Beneficiary Designations

Filed Under: Estate Planning, legal education

Emily Cates January 25, 2021

Estate Planning for Millennials

Why it's never too early to plan... The Millennial Generation accounts for those born from the year 1981 to 1996. This means that Millennials are now nearing the age of 40. For some, an estate … [Read more...] about Estate Planning for Millennials

Filed Under: Estate Planning Tagged With: estate planning, millennials

Elizabeth D. Mitchell January 21, 2021

Updating Your Plan: Your Trust or Will

As we enter the new year year, it’s a good time to think about updating your plan. This includes your entire plan, including your primary vehicle, such as a trust or will. Read on to learn more. … [Read more...] about Updating Your Plan: Your Trust or Will

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell January 14, 2021

Updating Your Plan: Powers of Attorney

As we enter the new year, it’s a good time to think about updating your plan. This includes your entire plan, including Powers of Attorney. Powers of Attorney are part of even the simplest estate … [Read more...] about Updating Your Plan: Powers of Attorney

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell January 7, 2021

It’s Better to Give, Especially This Year

Normally, you must itemize your deductions in order to benefit from them. In 2020, the standard deduction amount is $12,400 for individuals and $24,800 for married couples filing jointly. But this … [Read more...] about It’s Better to Give, Especially This Year

Filed Under: Estate Planning, legal education

Phil Keenan October 22, 2020

What Is a HIPAA Release?

The acronym HIPAA stands for the Health Insurance Portability and Accountability Act of 1996. In this post, we will explain why this piece of legislation is something to take into consideration when … [Read more...] about What Is a HIPAA Release?

Filed Under: Estate Planning Tagged With: HIPAA release, incapacity planning

Emily Cates July 15, 2020

Estate Planning with Beth

Watch HERE to see Attorney Beth Mitchell discuss the basics of Estate Planning. If you think you or someone you know would benefit from a FREE 1hr estate planning consultation by phone, schedule at … [Read more...] about Estate Planning with Beth

Filed Under: Estate Planning, Estate Planning, General

Allison Gray April 23, 2020

Shrunken Asset Values Open Estate Planning Opportunities

COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. Not only has COVID-19 been challenging healthcare systems, but the social distancing required to combat … [Read more...] about Shrunken Asset Values Open Estate Planning Opportunities

Filed Under: Estate Planning, legal education Tagged With: Coronavirus, Covid-19, estate planning

Brittany Martin October 31, 2019

Use Trust Protectors for Added Protection and Flexibility

Trust Protectors are increasingly popular in trusts. This article examines how Trust Protectors can add flexibility to your trust. This flexibility helps achieve your goals and can protect the … [Read more...] about Use Trust Protectors for Added Protection and Flexibility

Filed Under: Estate Planning, legal education Tagged With: flexibility, trust protector

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News

The Importance of Having an Estate Plan

We all know that we should create an Estate Plan, yet so many of us procrastinate in undertaking such an important task. Creating an Estate Plan … [Read More...] about The Importance of Having an Estate Plan

Tis the Season for Giving

Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize their income tax deductions. Creating a … [Read More...] about Tis the Season for Giving

Tax Planning for 2023

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 … [Read More...] about Tax Planning for 2023

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