Irrevocable Trusts are often included as part of a comprehensive estate plan and are usually established many years before they pay out or terminate. These trusts didn’t change with changes in beneficiary circumstances or with evolving legislation, but now they can. This article explores how.
Compliments of the McGee Law Firm, Attorney Brandon McGee You are named as Successor Trustee in your parent’s, sibling’s, or other loved one’s Trust. This is an honor and a responsibility. Of course, it is an honor because they have chosen you to carry out the wishes closest to their heart. It is a responsibility … Read more
It’s a tall task to think about the well-being of your children after your passing. And that’s especially true if you have children who are under the age of 18. As difficult as it may be, it’s critical that you consider the many ways you can provide for them even after you’re gone. Here are … Read more
Irrevocable Trusts have long been an effective, albeit static, estate planning tool. These trusts didn’t always change with circumstance, but now they can. This article explores how.
Compliments of the McGee Law Firm, Attorney Brandon McGee A power of attorney is a way to delegate your decision-making authority to someone else. People often ask “My daughter has my power of attorney, is that all she needs?” While powers of attorney can be useful under some circumstances, people think they are of broader … Read more
Long-term care planning isn’t something you look forward to. In fact, it may be something you have continually put off. It’s hard to think about a future in which you may require assistance with daily activities. But if you don’t do this now, it could cause you more stress down the road. Here are three … Read more
There’s a way to make a charitable gift and yet be able to influence where it goes and how it’s invested. This can be very handy if you want to time your charitable giving for income tax reasons. Read on to learn more.
Compliments of the McGee Law Firm, Attorney Brandon McGee Your spouse has been there with you through thick and thin. They have been your rock, the foundation upon which you’ve built your life. Your spouse has probably been your friend, confidant, and true partner. If your spouse is ailing now, there are ways that you … Read more
Compliments of the McGee Law Firm, Attorney Brandon McGee More and more often, it seems that financial swindles are front-page news. Even seemingly savvy investors have been swindled out of their life savings. One swindle, involving Bernie Madoff and his investment company, recently ended in a guilty plea to numerous counts of fraud. Investors discovered … Read more
Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate Planning. Perhaps they’ll go online and get a document to use. Unfortunately, Estate Planning is about far more than a cookie-cutter document. Read on to learn more.