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Home Archives for estate planning

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 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 5, 2020

Academy’s Fall Summit Virtually Perfect

You want your estate planning to be handled by an attorney who stays current on the law. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education and … [Read more...] about Academy’s Fall Summit Virtually Perfect

Filed Under: Estate Planning, legal education Tagged With: American Academy of Estate Planning Attorneys, CLE, estate planning, learning

Elizabeth D. Mitchell November 3, 2020

Planning Is Important

Planning is important. End-of-year tax planning is one part of that planning. This year you should also consider whether you’ve had any payroll tax withholdings deferred. If your employer deferred … [Read more...] about Planning Is Important

Filed Under: Estate Planning, legal education Tagged With: end-of-year planning, estate planning, IRA, payroll tax, planning

Phil Keenan October 29, 2020

Staying Current is Especially Important in the Pandemic

The President’s bout with COVID-19 demonstrates the importance of keeping planning current. A Health Care Power of Attorney appoints someone to make decisions for you if you’re not able to do so for … [Read more...] about Staying Current is Especially Important in the Pandemic

Filed Under: Estate Planning, legal education Tagged With: Advance Directive, Covid-19, estate planning, Health Care Power of Attorney, President Trump

Elizabeth D. Mitchell October 28, 2020

Staying Current is Especially Important in the Pandemic

A Health Care Power of Attorney appoints someone to make decisions for you if you’re not able to do so for yourself. An Advance Directive expresses your wishes regarding end-of-life decisions. During … [Read more...] about Staying Current is Especially Important in the Pandemic

Filed Under: Estate Planning, legal education Tagged With: Advance Directive, Covid-19, estate planning, Health Care Power of Attorney

Elizabeth D. Mitchell October 15, 2020

Generational Wealth is Key to Leveling the Playing Field

Generational wealth is wealth earned by one generation and passed on to the next. Generational wealth is key to allowing the next generation to be free from the burden of having to live hand-to-mouth … [Read more...] about Generational Wealth is Key to Leveling the Playing Field

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

Elizabeth D. Mitchell September 29, 2020

Building Flexibility into Your Plan

There are all sorts of formalities to an estate plan. Does that mean you can’t change anything by yourself? Read on to learn how your estate plan, if done properly, can give you the flexibility to … [Read more...] about Building Flexibility into Your Plan

Filed Under: Estate Planning, legal education Tagged With: estate planning, estate planning letter, tangible personal property list

Elizabeth D. Mitchell September 24, 2020

Will Your Estate Plan Still Work If You Move?

Before the pandemic, Americans were more mobile than ever. When you move, you have to change your address, your voter registration, and all sorts of other things. But, do you need to revise your … [Read more...] about Will Your Estate Plan Still Work If You Move?

Filed Under: Estate Planning, legal education, Uncategorized Tagged With: community property, differences, estate planning, moving, revocable trust

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News

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

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. … [Read More...] about Planning for California’s Proposition 19

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