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
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
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?
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
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
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
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
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?
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
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?