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Home Archives for Estate Planning Articles

Emily Cates February 17, 2021

Handout: Probate & Trust Administration with Erica Johnson & Chris Scolari

Read here: Handout Probate & Trust Administration 022721 This handout covers the details of how to administer the affairs of someone who has passed away, including: How is property … [Read more...] about Handout: Probate & Trust Administration with Erica Johnson & Chris Scolari

Emily Cates February 17, 2021

Handout: Beneficiary Designations & Funding Your Trust with Beth Mitchell & Chris Scolari

Read here: Handout Beneficiary Designations & Funding Your Trust 030621 What does it mean to fund your trust? Are your beneficiary designations set up correctly? This handout will review the … [Read more...] about Handout: Beneficiary Designations & Funding Your Trust with Beth Mitchell & Chris Scolari

Brittany Martin March 31, 2020

Is Purchasing Long-Term Care Insurance a Good Idea?

Compliments of Our Law Firm, Ambler | Keenan | Mitchell | Johnson Written By: The American Academy of Estate Planning Attorneys A comprehensive estate plan should do much more than simply determine … [Read more...] about Is Purchasing Long-Term Care Insurance a Good Idea?

Brittany Martin March 24, 2020

What You Need to Know about Asset Protection

Compliments of Our Law Firm, Ambler | Keenan | Mitchell | Johnson Written By: The American Academy of Estate Planning Attorneys If you have worked hard to acquire a decent asset portfolio, … [Read more...] about What You Need to Know about Asset Protection

Brittany Martin March 17, 2020

Understanding the Federal Gift Tax and its Implications

Understanding the Federal Gift Tax and its Implications  Compliments of Our Law Firm, Ambler | Keenan | Mitchell | Johnson Written By: The American Academy of Estate Planning Attorneys The reality … [Read more...] about Understanding the Federal Gift Tax and its Implications

Allison Gray March 10, 2020

How Life Insurance Can Fund Your Charitable Legacy

Compliments of Our Law Firm, Ambler | Keenan | Mitchell | Johnson Written By: The American Academy of Estate Planning Attorneys Many people might think it is beyond their means to leave a … [Read more...] about How Life Insurance Can Fund Your Charitable Legacy

Brittany Martin February 25, 2020

Estate Planning and Happily Ever After

Estate Planning and Happily Ever After Compliments of Our Law Firm, Ambler | Keenan | Mitchell | Johnson Written By: The American Academy of Estate Planning Attorneys You may have overheard a … [Read more...] about Estate Planning and Happily Ever After

Brittany Martin February 11, 2020

How Likely Is That To Happen?

How Likely Is That To Happen?  Compliments of Our Law Firm, Written By: The American Academy of Estate Planning Attorneys “How likely is that to happen?” You have undoubtedly heard these words … [Read more...] about How Likely Is That To Happen?

Brittany Martin February 5, 2020

Next Generation Planning for Your Family Business

Compliments of Our Law Firm, Written By: The American Academy of Estate Planning Attorneys If you’re like many small business owners, you’ve poured your heart and soul into launching your business … [Read more...] about Next Generation Planning for Your Family Business

Brittany Martin February 4, 2020

Do You Know Who Your Designated Beneficiaries Are?

Compliments of Our Law Firm, AMBLER | KEENAN | MITCHELL | JOHNSON Written By: The American Academy of Estate Planning Attorneys What Are Beneficiary Designations? Although you may not realize … [Read more...] about Do You Know Who Your Designated Beneficiaries Are?

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News

Joint Tenancy Problems in Estate Planning

Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However, this can have serious, unexpected drawbacks. Read on to … [Read More...] about Joint Tenancy Problems in Estate Planning

Dynasty Trusts

What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term possible. There can be estate tax advantages to such a trust. Read … [Read More...] about Dynasty Trusts

Biden Administration Could Reduce Estate Tax Exclusion

Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read on to learn … [Read More...] about Biden Administration Could Reduce Estate Tax Exclusion

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