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Home Archives for Estate Planning

Elizabeth D. Mitchell January 5, 2023

Now That Mid-Terms Are Over, Let’s Talk Taxes

As inflation continues to rise, more and more individuals seek ways to stretch their dollar further. One of the many factors to consider is their overall tax burden. Sometimes, simply moving to … [Read more...] about Now That Mid-Terms Are Over, Let’s Talk Taxes

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell December 22, 2022

Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount

The holidays are a great time to review the past year and make plans for the upcoming one. Part of those plans should be reviewing your Estate Plan and considering what, if any, steps you should take … [Read more...] about Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell December 15, 2022

Refresh and Reset: Syncing up in San Diego

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 inspire … [Read more...] about Refresh and Reset: Syncing up in San Diego

Filed Under: Estate Planning, income taxation, legal education

Elizabeth D. Mitchell December 8, 2022

Planning for the International Client

As the world shrinks due to increased mobility and interconnectedness, estate planning has become more complex. Now estate planning requires understanding issues that arise when a client owns assets … [Read more...] about Planning for the International Client

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell December 5, 2022

Common Mistakes in Estate Planning – Part V

Some individuals create a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power of Attorney, Living Will, Health Insurance Portability and Accountability Act Authorization Act … [Read more...] about Common Mistakes in Estate Planning – Part V

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell November 24, 2022

Common Mistakes in Estate Planning – IV

With the proliferation of the internet has come a plethora of websites claiming that individuals may take a “Do It Yourself” approach to Estate Planning. While individuals may think that a plan … [Read more...] about Common Mistakes in Estate Planning – IV

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell November 17, 2022

Common Mistakes in Estate Planning – Part III

Those who take the time to create an Estate Plan usually desire to keep it private and to ensure that no beneficiary can alter the plan after their death. Sometimes, the desire to maintain privacy … [Read more...] about Common Mistakes in Estate Planning – Part III

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell November 10, 2022

Common Mistakes in Estate Planning – Part II

When people think about an Estate Plan, they often have tunnel vision and focus on just a few of the many considerations that influence the plan. Most individuals focus on their assets and figuring … [Read more...] about Common Mistakes in Estate Planning – Part II

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell November 3, 2022

Common Mistakes in Estate Planning – Part I

Despite knowing that they should have an estate plan, many individuals look for shortcuts to creating an Estate Plan. They rely upon advice from seemingly well-intentioned individuals that if avoiding … [Read more...] about Common Mistakes in Estate Planning – Part I

Filed Under: Estate Planning, legal education

Phil Keenan October 20, 2022

Planning for the “Silver Tsunami”

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 confidence that someone will help … [Read more...] about Planning for the “Silver Tsunami”

Filed Under: Estate Planning, legal education

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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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