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Home Archives for legal education

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

Elizabeth D. Mitchell December 28, 2020

Planning for California’s Proposition 19

Everyone had eyes on the election at the top of the ticket. But other races and state propositions may have had as much impact on people’s lives. California’s Proposition 19 is an example of this. It … [Read more...] about Planning for California’s Proposition 19

Filed Under: Estate Planning, legal education Tagged With: estate planning

Elizabeth D. Mitchell December 17, 2020

Preparing for the Unexpected…and the Eventual

The world is an unusual place. Things you’d never expect to happen sometimes actually do happen. There are natural disasters and unusual phenomenon. It’s important to prepare, not just for the … [Read more...] about Preparing for the Unexpected…and the Eventual

Filed Under: Estate Planning, legal education Tagged With: disasters, estate planning, eventual, preparing, unexpected

Elizabeth D. Mitchell December 10, 2020

What the 2020 Election Could Mean for Your Estate Plan

The November elections are over. What was the outcome of the election? What changes could come about as a result? What do those possible changes mean for your estate plan? Read on to learn more. … [Read more...] about What the 2020 Election Could Mean for Your Estate Plan

Filed Under: Estate Planning, legal education Tagged With: Biden, Democrats, Election 2020, Republicans, Trump

Elizabeth D. Mitchell December 3, 2020

A Time for Thanks and Community

Thanksgiving is a time for giving thanks and for appreciating your family and friends. In particular, it can be a good time to thank those people whom you’ve asked to serve in important roles in your … [Read more...] about A Time for Thanks and Community

Filed Under: Estate Planning, legal education Tagged With: agents, Covid-19, successor trustees, Thanksgiving

Elizabeth D. Mitchell November 26, 2020

Chadwick Boseman Demonstrates the Importance of Planning

Chadwick Boseman played many heroic American roles and the superhero role of the Black Panther. His death at age 43 demonstrated how it’s important to have at least a basic estate plan in place even … [Read more...] about Chadwick Boseman Demonstrates the Importance of Planning

Filed Under: Estate Planning, legal education Tagged With: basic, Black Panther, Chadwick Boseman, estate planning

Phil Keenan November 19, 2020

What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?

When you’re deciding to whom to leave assets, most people choose their children or other descendants. However, you also need to decide on the “contingent remainder” beneficiary. In other words, who … [Read more...] about What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?

Filed Under: Estate Planning, legal education Tagged With: atom bomb, beneficiaries, contingent remainder, exploding turkey

Phil Keenan November 12, 2020

Fair Isn’t Always Equal and Vice Versa

When you’re deciding how your assets should be divided at death, sometimes dividing them equally is the appropriate choice. But, sometimes it’s not. Fair isn’t always equal or vice versa. Read on to … [Read more...] about Fair Isn’t Always Equal and Vice Versa

Filed Under: Estate Planning, legal education Tagged With: beneficiaries, children, unequal

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Trust or Will

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, … [Read More...] about Updating Your Plan: Your Trust or Will

Powers of Attorney

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 … [Read More...] about Updating Your Plan: Powers of Attorney

public charity

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 … [Read More...] about It’s Better to Give, Especially This Year

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