Ambler Keenan Mitchell Johnson

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

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”

When a famous individual dies, it’s always interesting to see how they set up their estate, if they bothered to undertake estate planning at all. These cases provide great lessons for Estate Planning … [Read more...] about More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation

As interest rates continue to climb, Estate Planning practitioners look to different planning techniques to take advantage of rising rates. Two common estate planning techniques work well in … [Read more...] about What’s Estate Planning Got to do with Interest Rates – Part II

President Biden scored a win on some issues, but a loss on others when he signed the Inflation Reduction Act into law. The legislation left the estate and gift tax alone and made modest changes to the … [Read more...] about The Inflation Reduction Act

Interest rates were at historic lows for many years. Those rates have begun to rise in recent months and may continue to do so. Practitioners need to monitor interest rates in order to advise clients … [Read more...] about What’s Estate Planning Got to do with Interest Rates – Part I

Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions for the slighted beneficiaries. These questions usually revolve around methods to have the plan overturned. … [Read more...] about Understanding Undue Influence – Part II

Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of the time, clients have consulted with a competent attorney regarding their reasons for structuring … [Read more...] about Understanding Undue Influence – Part I

If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client dies. Sometimes, clients have several undesirable options if they want … [Read more...] about How Do I Trust Thee…Part III

When clients undertake Estate Planning, they face the difficult decision of naming a trustee after their death. While Estate Planning documents are effective once signed, they often contain provisions … [Read more...] about How Do I Trust Thee…Part I