Staying up-to-date is important. That’s especially important in Estate Planning and Elder Law. Academy members... [Read more...]
Income Tax Basis in Estate Planning
Income tax basis is important in estate planning. This article examines what happens to an... [Read more...]
How Will You Obtain the Care You Need?
What’s the right direction for you in planning for the help you might need in... [Read more...]
Use Trust Protectors for Added Protection and Flexibility
Trust Protectors are increasingly popular in trusts. This article examines how Trust Protectors can add... [Read more...]
Income Tax Basis
Income tax basis is important in tax and estate planning. This article examines the concept... [Read more...]
529 Plans: Planning for Education with a Tax and Asset Protection Bonus
Planning is important when providing for your children or grandchildren. But planning for their education... [Read more...]
Planning for Education Expenses
Planning is important when providing for your children or grandchildren. But planning for their education... [Read more...]
Planning for the Unexpected (Updated)
It’s important to have a plan. If you don’t have a plan, your state law... [Read more...]
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets... [Read more...]
Planning is Critical
It’s important to have a plan. If you don’t have a plan, your state law... [Read more...]
Basics of Estate Planning: Estate Planning for Major Life Events
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate... [Read more...]
New Tax Proposal re: Retirement Savings
There are new tax proposals working their way through the House and Senate. These proposals,... [Read more...]