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Home Archives for legal education

Phil Keenan March 16, 2023

The Lessons from Lisa Marie

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 and loved ones. It … [Read more...] about The Lessons from Lisa Marie

Filed Under: Estate Planning, legal education

Phil Keenan March 9, 2023

What Happens When You Don’t Trust Your Trustee – Part II

Trusts have become ubiquitous parts of estate plans. Many Estate Plans use revocable trusts as the foundation for the plan while others include irrevocable trusts. Regardless of the planning reason, … [Read more...] about What Happens When You Don’t Trust Your Trustee – Part II

Filed Under: Estate Planning, legal education

Phil Keenan March 7, 2023

Show Your Love by Creating an Estate Plan

Instead of thinking about chocolates or flowers this Valentine’s Day, let’s focus on a practical way to demonstrate our love by creating an Estate Plan. If you don’t yet have an estate plan, now’s a … [Read more...] about Show Your Love by Creating an Estate Plan

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell February 23, 2023

The Not-So Transparent Corporate Transparency Act

Estate Planning attorneys need to understand multiple issues ranging from taxes to asset protection to create a comprehensive estate plan. Passage of the Corporate Transparency Act adds yet another … [Read more...] about The Not-So Transparent Corporate Transparency Act

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell February 16, 2023

What Happens When You Don’t Trust Your Trustee – Part I

Trusts have become ubiquitous parts of estate plans. Many Estate Plans use revocable trusts as the foundation for the plan while others include irrevocable trusts. Regardless of the planning reason, … [Read more...] about What Happens When You Don’t Trust Your Trustee – Part I

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell February 9, 2023

What You Need to Know About SECURE Act 2.0

IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the landscape for IRAs significantly. Just when advisors began to get comfortable with the new 10-year rule, the … [Read more...] about What You Need to Know About SECURE Act 2.0

Filed Under: Estate Planning, legal education, retirement planning

Elizabeth D. Mitchell January 26, 2023

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 represents a simple, yet effective way to provide … [Read more...] about The Importance of Having an Estate Plan

Filed Under: Estate Planning, legal education

Elizabeth D. Mitchell January 19, 2023

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 charitable giving strategy can be a great way for taxpayers … [Read more...] about Tis the Season for Giving

Filed Under: Estate Planning, legal education, tax planning

Elizabeth D. Mitchell January 12, 2023

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 early to think about planning for whatever it may … [Read more...] about Tax Planning for 2023

Filed Under: Estate Planning, legal education

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

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News

The Lessons from Lisa Marie

Regular readers of this blog often see articles regarding the latest celebrity whose death created a mess because their Estate Plan failed to properly … [Read More...] about The Lessons from Lisa Marie

What Happens When You Don’t Trust Your Trustee – Part II

Trusts have become ubiquitous parts of estate plans. Many Estate Plans use revocable trusts as the foundation for the plan while others include … [Read More...] about What Happens When You Don’t Trust Your Trustee – Part II

Show Your Love by Creating an Estate Plan

Instead of thinking about chocolates or flowers this Valentine’s Day, let’s focus on a practical way to demonstrate our love by creating an Estate … [Read More...] about Show Your Love by Creating an Estate Plan

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