Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most concerned with the things around them rather than … [Read more...] about How to Dispose of “Stuff”
Using Disclaimers to Achieve Client Goals: Double Disclaimers
Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. Sometimes a “double … [Read more...] about Using Disclaimers to Achieve Client Goals: Double Disclaimers
Using Disclaimers to Achieve Client Goals
Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. This can be a great … [Read more...] about Using Disclaimers to Achieve Client Goals
Trust Administration – Estate Planning Terminology Week 5
Do law firms intimidate you by their use of legal terms? We are here give you a glance into the attorney’s world of estate planning. Here at Ambler Keenan Mitchell Johnson in Denver, Colorado there … [Read more...] about Trust Administration – Estate Planning Terminology Week 5
Storing Your Estate Plan
You’ve done everything you were supposed to. You have been to see your estate planning attorney, you’ve signed a plan that reflects your wishes, and you’ve updated your beneficiaries on your accounts. … [Read more...] about Storing Your Estate Plan
The Estate Planning Process Behind the Scenes
Estate planning can seem like a daunting process. There’s a lot to consider—do you need a trust, or is a will sufficient? What’s the difference between them? Who should you name to take care of … [Read more...] about The Estate Planning Process Behind the Scenes
How to Create a Facebook Legacy Contact
In the past few years, people have begun to face a problem that previous generations never had to consider: what happens to my Facebook account after I die? That may sound silly, but just about … [Read more...] about How to Create a Facebook Legacy Contact
Happy Birthday, Medicare and Medicaid!
President Lyndon B. Johnson signed Medicaid and Medicare into law on July 30, 1965, creating health care systems for low-income, disabled individuals, and older Americans. These names have become … [Read more...] about Happy Birthday, Medicare and Medicaid!
Estate Plan Conflict: Last Act for the Family of Robin Williams
Even the rich and famous are not immune from the conflicts of their estates at death. Robin Williams, a famous American actor, passed away at the age of 63. He left behind a wife and three children. … [Read more...] about Estate Plan Conflict: Last Act for the Family of Robin Williams
Common Reasons to do Estate Planning – Part 2
Not everyone needs a million dollars to have a reason to create an estate plan. Other reasons to make sure you have an estate plan in place include having children/grandchildren, a recent divorce, … [Read more...] about Common Reasons to do Estate Planning – Part 2