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
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
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
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
Beneficiary Designations and Other Non-Probate Transfers
Many of us are surprised that our assets may not go to those named in our Will. However, if you have assets controlled by beneficiary designations or other non-probate transfers, that’s the case. Read … [Read more...] about Beneficiary Designations and Other Non-Probate Transfers
Estate Planning Conference Discusses SECURE Act and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and … [Read more...] about Estate Planning Conference Discusses SECURE Act and More
Planning for the SECURE Act
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. … [Read more...] about Planning for the SECURE Act
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second part of a series of articles on ways an Estate … [Read more...] about Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles on ways an Estate Plan might be … [Read more...] about Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
The Questions of Estate Planning, Part 6: Why
People often have questions about Estate Planning. This is the sixth in a series of articles addressing those questions. This sixth article addresses “why” to do Estate Planning. Read on to learn … [Read more...] about The Questions of Estate Planning, Part 6: Why