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Elizabeth D. Mitchell June 1, 2020

Low-Interest Loans: An Estate Planning Technique

The coronavirus has caused upheaval in society and the economy. But, this unique time also opens up opportunities in estate planning. Read on to learn more. Low-Interest Loans: An Estate Planning … [Read more...] about Low-Interest Loans: An Estate Planning Technique

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

Allison Gray May 7, 2020

Families Gather in Novel Ways in Pandemic

COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. The disruptions from the social distancing required to fight the virus have been felt by people around the … [Read more...] about Families Gather in Novel Ways in Pandemic

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

Allison Gray May 1, 2020

Academy’s Spring Summit Virtually Perfect

The Academy’s Spring Summit conference went “virtual” due to the social distancing requirements to protect all of us. The Summit was different but better than ever. Read on to learn how cutting-edge … [Read more...] about Academy’s Spring Summit Virtually Perfect

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

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

Allison Gray April 1, 2020

Coronavirus and Nursing Homes

The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Social distancing and self-quarantine can help slow the spread. The virus is a particular threat to residents … [Read more...] about Coronavirus and Nursing Homes

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

Allison Gray April 1, 2020

Economic Fallout from Coronavirus May Provide Opportunities

COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. While healthcare systems have fought the virus, economies have been hurt by the social distancing required … [Read more...] about Economic Fallout from Coronavirus May Provide Opportunities

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

Allison Gray March 31, 2020

Preparing for Coronavirus

The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Learn what steps you can take to prepare yourself and help prevent its spread. Read on to learn more. … [Read more...] about Preparing for Coronavirus

Filed Under: Estate Planning, legal education Tagged With: Coronavirus, Covid-19, Estate Planning, Estate Planning Education, Law Firm Software, Law Firm Systems, Law Firm Technology, Law Practice Management, Legal Education, Practice Building Strategy, Steve Hartnett

Allison Gray March 26, 2020

Best Places to Retire: State Taxation

You owe federal income tax wherever you live.  But your overall tax burden can vary dramatically depending on where you live.  Read on to learn more. Best Places to Retire: State Taxation … [Read more...] about Best Places to Retire: State Taxation

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, social security, state income tax

Allison Gray March 19, 2020

Joint Tenancy Pros and Cons

Joint tenancy is a commonly used form of ownership between two or more people. It can be an easy solution. However, it can have drawbacks. Read on to learn more. Joint Tenancy Pros and Cons … [Read more...] about Joint Tenancy Pros and Cons

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, joint tenancy

Allison Gray March 12, 2020

Whom Do You Want to Get Your Assets?

Most of us have an idea whom we’d choose to receive our assets at our death.  But often we don’t contemplate what should happen if the people whom we’ve selected die before us.  Read on to learn more … [Read more...] about Whom Do You Want to Get Your Assets?

Filed Under: Estate Planning, legal education Tagged With: beneficiaries, Estate Planning, ultimate

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IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

The IRS released Revenue Ruling 2023-2 explaining that assets in a trust which is not included in the estate of the decedent don’t receive a “step-up” … [Read More...] about IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

Understanding the Importance of the Simultaneous Death Act

Most spouses create Estate Plans that are intertwined. The plans work well on numerous levels allowing the spouses to benefit the surviving spouse and … [Read More...] about Understanding the Importance of the Simultaneous Death Act

The SECURE Act – the Gift That Keeps On Giving

The SECURE Act of 2019 altered the landscape for IRAs significantly when signed into law. Just when advisors gained a level of comfort with the SECURE … [Read More...] about The SECURE Act – the Gift That Keeps On Giving

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