Posts by category

Category: Attorney
- Business Succession Planning May Be Easier than You Think
Category: Business succession
Category: business succession planning
- Start 2022 the Right Way
- Using Entities in Estate Planning
Category: Charitable Organizations
- Ambler Keenan Mitchell Johnson Volunteers at Project Angel Heart
- Favorite Charities of Alexis!
- Dawn’s Favorite Charities!
- Common Reasons to do Estate Planning – Part 2
- Common Reasons to do Estate Planning
- Charitable Gifts – Impacting Beyond Our Lives
- Sara’s Top Charity Picks
- Erica’s Favorite Charities
- A Few of Phil’s Favorite Charities
- Ambler Keenan Mitchell Johnson Charity Spotlight! Beth’s Favorites
Category: consumer
- Just When You Thought You Understood the 10-Year Rule, Think Again
- Estate Planning – Something You Shouldn’t Do Yourself
- Application of the Updated Life Expectancy Tables
Category: consumer protection
- What Everyone Should Know about the New FDIC Regulations
Category: disinherited beneficiary
- What an In Terrorem Clause Can Do for You
Category: Estate Planning
- The Importance of Having an Estate Plan
- Tis the Season for Giving
- Tax Planning for 2023
- What’s Retirement Got to Do with it?
- Lessons from Patagonia
- Discharge of Indebtedness Income and Student Loan Forgiveness
- The Intersection of Asset Protection Planning and Estate Planning – Part II
- The Intersection of Asset Protection Planning and Estate Planning – Part I
- What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053
- Pondering Portability
- Death and Your Digital Footprint
- How Do I Trust Thee…Part II
- How Do I Title Thee…Part II
- What Makes a Will or Trust Invalid
- How Do I Title Thee…Part 1
- The Importance of Insuring Real Estate
- Tax Proposals Could Alter Estate Planning Landscape
- Tax Planning for 2021
- Updating Your Plan: Beneficiary Designations
- Estate Planning for Millennials
- Updating Your Plan: Your Trust or Will
- Updating Your Plan: Powers of Attorney
- It’s Better to Give, Especially This Year
- What Is a HIPAA Release?
- Estate Planning with Beth
- Shrunken Asset Values Open Estate Planning Opportunities
- Use Trust Protectors for Added Protection and Flexibility
- How Will You Obtain the Care You Need?
- Income Tax Basis in Estate Planning
- Income Tax Basis
Category: Estate Planning
- Now That Mid-Terms Are Over, Let’s Talk Taxes
- Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
- Refresh and Reset: Syncing up in San Diego
- Planning for the International Client
- Common Mistakes in Estate Planning – Part V
- Common Mistakes in Estate Planning – IV
- Common Mistakes in Estate Planning – Part III
- Common Mistakes in Estate Planning – Part II
- Common Mistakes in Estate Planning – Part I
- Planning for the “Silver Tsunami”
- More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
- What’s Estate Planning Got to do with Interest Rates – Part II
- The Inflation Reduction Act
- What’s Estate Planning Got to do with Interest Rates – Part I
- Understanding Undue Influence – Part II
- Understanding Undue Influence – Part I
- How Do I Trust Thee…Part III
- How Do I Trust Thee…Part I
- Understanding Tax Apportionment Clauses
- Spring Summit 2022: Celebrating Friendship in the Lone Star State
- The Toll of Serving as Fiduciary
- The Power in Powers of Appointment
- Let’s Talk about Trusts…and Taxation
- What Estate of Marion Levine Means for Life Insurance
- State Income Taxation of Social Security Benefits
- How Estate Planning for a Family May Trap the Unwary Practitioner
- The Evolution of our Unified Estate and Gift Tax System
- Double Your Gifting with Spousal Gift-Splitting
- The Intersection of Legacy Contacts and Estate Planning
- The Sky Isn’t Falling
- It’s Better to Give Than to Receive
- Tax Planning for 2022
- Living in a Digital World and the Importance of Planning for Cryptocurrency
- Neither Age Nor Health Determines Whether You Need an Estate Plan
- Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
- The Kiddie Tax is No Child’s Game
- Charitable Planning in Times of Crisis
- How Estate Planning Documents Help Prevent Elder Abuse
- How Using Specific Bequests Could Cost Beneficiaries their Inheritance
- Changing “Irrevocable” Trusts Through Use of a Trust Protector
- The Other Side of the Unauthorized Practice of Law
- Estate Planning Reduces Stress During High Anxiety Times
- Donor Advised Funds: Too Good to Be True?
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
- Changing “Irrevocable” Trusts Through Decanting
- Conservation Easements Can Be a Good Solution
- Dangers of Do-It-Yourself Estate Planning
- Tax Reporting with Trusts
- Taxation of Nongrantor Trusts
- Advantages of Using a “Grantor Trust” in Planning
- Revocable Trusts Are Not Always Treated the Same as an Individual
- It’s Important to Have a Coordinated Estate Plan
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- Roth IRAs Can Be a Great Planning Strategy: Basics
- Trust Distribution Standards May Be Very Broad
- Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
- Learning and Camaraderie at the Academy Summit
- ABLE Accounts Complement Special Needs Trusts
- Plan Now for the Incredible Shrinking Exclusion
- Use It Before It’s Gone
- CRT: Best Tool for Proposed Tax Changes?
- The Role of the Estate Planning Attorney
- “Last Will and Testament” Origin
- Pandemic Relief for Employers
- How to Dispose of “Stuff”
- Using Disclaimers to Achieve Client Goals: Double Disclaimers
- Using Disclaimers to Achieve Client Goals
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- Beneficiary Designations and the SECURE Act: Prior Designations
- Beneficiary Designations and the SECURE Act Basics
- Beneficiary Designations
- Joint Tenancy Problems in Estate Planning
- Dynasty Trusts
- Biden Administration Could Reduce Estate Tax Exclusion
- Planning for California’s Proposition 19
- Preparing for the Unexpected…and the Eventual
- What the 2020 Election Could Mean for Your Estate Plan
- A Time for Thanks and Community
- Chadwick Boseman Demonstrates the Importance of Planning
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Fair Isn’t Always Equal and Vice Versa
- Academy’s Fall Summit Virtually Perfect
- Planning Is Important
- Staying Current is Especially Important in the Pandemic
- Staying Current is Especially Important in the Pandemic
- Generational Wealth is Key to Leveling the Playing Field
- Building Flexibility into Your Plan
- Will Your Estate Plan Still Work If You Move?
- Planning for Incapacity
- Use the Exclusion or Lose It
- Assignment and Nominee
- Leaving Assets Can Be Tricky – Part 3
- Leaving Assets Can Be Tricky – Part 2
- Leaving Assets Can Be Tricky
- The Basics: Financial Power of Attorney
- Removing Life Insurance from the Taxable Estate
- 2020 CPA Seminar Cancellation
- Removing Life Insurance Without Triggering the Transfer for Value Rule
- The Basics: “HIPAA” Powers
- Power of Attorney – Estate Planning Terminology Week 3
- Assignment and Nominee- Steve Hartnett
- Living Trust – Estate Planning Terminology Week 2
- Uncompensated Transfers
- Avoiding Family Chaos in the Coronavirus Age
- Low-Interest Loans: An Estate Planning Technique
- Families Gather in Novel Ways in Pandemic
- Academy’s Spring Summit Virtually Perfect
- Coronavirus and Nursing Homes
- Economic Fallout from Coronavirus May Provide Opportunities
- Preparing for Coronavirus
- Best Places to Retire: State Taxation
- Joint Tenancy Pros and Cons
- Whom Do You Want to Get Your Assets?
- Planning for the Sandwich Generation
- Beneficiary Designations and Other Non-Probate Transfers
- Estate Planning Conference Discusses SECURE Act and More
- Planning for the SECURE Act
- Tax Planning for 2020
- How Will You Age in Place and Be Able to Die at Home?
- Getting Together with Family for the Holidays
- The Secure Act and What It Means for You
- Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
- Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
- Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
- The Questions of Estate Planning, Part 6: Why
- The Questions of Estate Planning, Part 5: How
- The Questions of Estate Planning, Part 4: Where
- The Questions of Estate Planning, Part 3: When
- The Questions of Estate Planning, Part 2
- The Questions of Estate Planning, Part I: Who
- Continuing Legal Education in San Diego
- Make Your Own Plan
- Planning for Special Needs Children
- Planning for Education Expenses
- Planning for the Unexpected
- 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
- How Much is Too Much?
- The Importance of Communicating Your Plans
- Your Planning Can Help Your Loved Ones
- Planning for Step-Children
- Disinheritance
- Basics of Estate Planning: Asset Protection
- Storing Your Estate Plan
- The Estate Planning Process Behind the Scenes
- How to Create a Facebook Legacy Contact
- What is a CELA?
- Choosing a Trustee for Your Estate Plan
- Estate Plan Conflict: Last Act for the Family of Robin Williams
- Considerations for Estate Planning for Families and Newlyweds
- Estate Planning in a Blended Family
- The Hazards of Do-It-Yourself Estate Planning Documents
- Disinheriting a Family Member in Estate Planning
- Charitable Gifting in Estate Planning
- Help Your Loved Ones Find Your Estate Planning Documents
- Estate Planning Mistakes – Pablo Picasso
- Using a Quality Estate Planning Attorney is Vital to Your Estate Plan
- Estate Planning Mistakes – Judy Garland
- Estate Planning Mistakes – Ted Williams
- Estate Planning Mistakes – Howard Hughes
- Estate Planning Mistakes – Marlon Brando
- What is Joint Tenancy?
- First Estate Planning Meeting? What to Expect
- Roles in Estate Planning, Wills, Trusts, Probate, and Trust Administration
- What Is A Civil Union?
Category: General
- Order Grant Deed and Property Assessment Profile by Mail? Do NOT Pay for This!
- Check Back for our Charity Spotlight Section…Coming Soon!
Category: GPOA
Category: in terrorem clause
Category: income tax
Category: income taxation
Category: legal education
Category: LGBTQ
Category: LPOA
Category: no contest clause
Category: powers of appointment
Category: Probate
- Probate – Estate Planning Terminology Week 4
- Probate Estate Types in Colorado
Category: retirement planning
Category: tax
Category: tax planning
Category: taxation
Category: technology
Category: Trust
Category: Trust Administration
- Trust Administration – Estate Planning Terminology Week 5
Category: Uncategorized
- 2021 CPA Seminar Registration
- Will – Estate Planning Terminology Series Week 1
- Colorado Senior Citizen Property Tax Exemption
- Happy Birthday, Medicare and Medicaid!
- Estate Planning for the Younger Generations
- Intellectual Property: Simplifying Intangibles
- Die Without a Will? Jimi Hendrix Did!
- Personal Representative Responsibilities in Colorado Probate
Category: Will

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