We know how challenging it can be to find the perfect speaker for your next event or meeting. You want someone engaging, knowledgeable, and can deliver meaningful insights that your audience will appreciate and value. We have the perfect solution for you, and his name is Brandon McGee. We recognize the importance of continuous learning … Read more
A health care power of attorney (HCPOA) and a living will are both essential components of a comprehensive estate plan, designed to address medical decision-making in the event of incapacity. Although they share similarities, these legal documents serve distinct purposes and provide different levels of control to the principal (the person creating the document). This … Read more
As another tax season closes, it’s a good time to review the list of “Dirty Dozen” tax schemes published by the Internal Revenue Service for the year. Many of these schemes peak during tax time and involve fraudsters looking for ways to steal taxpayers’ money, personal information, and data. Attorneys can help their clients by alerting them to these scams and providing advice on how to avoid them.
Few figures in the music industry have left as indelible a mark as the iconic Tina Turner. Known for her electrifying performances and ground-breaking music, Turner passed away leaving a lasting legacy. While her estate details are mainly private, there are some key points that all can learn from regarding estate planning. Celebrity Estates and Privacy … Read more
A testamentary trust is a legal arrangement created through a last will and testament, designed to manage and distribute a person’s assets upon their passing. This type of trust serves as an essential estate planning tool, enabling the testator (the person creating the trust) to retain control over their assets and ensure the financial security … Read more
The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning held its semi-annual conference providing education and learning for and inspiring excellence in its Members.
Grandparents play a unique and important role in their grandchildren’s lives. However, some grandparents find themselves in the position of raising their grandchildren as primary caregivers. This is becoming increasingly common, with approximately 5.4% of children under age 18 living with a grandparent, and over 1 million households with children being headed by a grandparent … Read more
From the desk of Certified Paralegal, Terrie O’Donnell This year, I had the opportunity to visit our Nation’s Capital for Memorial Day. While many associate Memorial Day with barbecues and a long weekend, Memorial Day is a time to honor and remember the brave men and women who made the ultimate sacrifice while serving in … Read more
The most common type of irrevocable trust is the Irrevocable Life Insurance Trust (ILIT). This trust holds life insurance on the grantor’s life and prevents the insurance from being taxed in the grantor’s estate at their death. While irrevocable trusts have many advantages, they cannot be changed or revoked by the grantor. However, a special co-trustee or … Read more
There are numerous reasons why we tend to procrastinate and avoid doing what we should, but when it comes to estate planning, procrastination can have serious consequences. Here are five reasons why avoiding procrastination is crucial when it comes to estate planning: While everyone’s reasons for estate planning are unique, the common goal is to ensure that … Read more