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Posts by category
- 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: Estate 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
- Estate Planning with Beth
- 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: Estate Planning
- Category: General
- Category: legal education
- Category: LGBTQ
- Category: Probate
- Category: Trust Administration
- Category: Uncategorized
- 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