Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health … [Read more...] about The Basics: Financial Power of Attorney
Removing Life Insurance from the Taxable Estate
Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the estate. But, there are two potential traps in this. Read on to … [Read more...] about Removing Life Insurance from the Taxable Estate
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
Removing Life Insurance Without Triggering the Transfer for Value Rule
Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the taxable estate. But there are two potential traps in this. The prior … [Read more...] about Removing Life Insurance Without Triggering the Transfer for Value Rule
The Basics: “HIPAA” Powers
This is the second in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. This second article examines the Healthcare Power of Attorney … [Read more...] about The Basics: “HIPAA” Powers
Power of Attorney – Estate Planning Terminology Week 3
Are you someone who feels intimidated by the large words used by law firms? We are here to give you a foot up in the attorney’s world of estate planning. Here at Ambler Keenan Mitchell Johnson in … [Read more...] about Power of Attorney – Estate Planning Terminology Week 3
Living Trust – Estate Planning Terminology Week 2
Are you one of those people who feel intimidated by the large words used in law firms? We are here to give you a foot up in the attorney’s world of estate planning. Here at Ambler Keenan Mitchell … [Read more...] about Living Trust – Estate Planning Terminology Week 2
Uncompensated Transfers
Medicaid is a state-federal partnership that provides medical benefit assistance to people who qualify, especially those over 65 years of age. However, in order to qualify, you also need to meet … [Read more...] about Uncompensated Transfers
Avoiding Family Chaos in the Coronavirus Age
In this era of coronavirus, planning is more important than ever. This article includes a brief story about a couple who didn’t plan and the family discord it enabled. Read on to learn … [Read more...] about Avoiding Family Chaos in the Coronavirus Age
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