Compliments of the McGee Law Firm, Attorney Brandon McGee Estate Planning is like a team sport. In these turbulent economic times, sometimes it may seem like you are going it all alone. However, you’ll find that bringing together a team of qualified professionals will bring you peace of mind as you work towards your goals. Before doing anything else, you must first select the members of your team to help you achieve your goals. This team consists of the following professionals, depending … [Read more...] about Your Team is on Your Side
Compliments of the McGee Law Firm, Attorney Brandon McGee Surprisingly, estate planning and footwear share many similarities. Let’s see how: Like estate plans, shoes protect you from unexpected obstacles in your path. Like a great pair of shoes, a good estate plan prepares you for any contingency.When choosing shoes, you need to consider the whole wardrobe. When designing an estate plan, you must consider all assets, even those which will not be governed by the Will or Trust, such … [Read more...] about What Do Estate Planning and Shoes have in Common?
Senators Sanders and Whitehouse have introduced legislation in the Senate which would significantly alter the Estate Planning landscape. It would dramatically change the tools we use to plan for our clients. Time is of the essence. Read on to learn more. … [Read more...] about Tax Proposals Could Alter Estate Planning Landscape
The Academy takes learning seriously. The Academy’s Spring Summit included numerous substantive legal education sessions, as well as sessions on marketing and law office management. The virtual conference also included opportunities for networking and fun. Read on to learn more. … [Read more...] about Learning and Camaraderie at the Academy Summit
Compliments of the McGee Law Firm, Attorney Brandon McGee People have many different reasons to do estate planning. Some people plan diligently and well in advance of any urgent need. Other people procrastinate and plan only when things are thrust upon them. What are you waiting for? Here are some of the top reasons which estate planning attorneys say motivate their clients to plan or update their existing plan: Vacations – People want to relax without worrying about “what ifs.” … [Read more...] about Top Reasons to Do Estate Planning—What are You Waiting For?
There is no shortage of questions to ask your estate planning attorney. Not only should you feel comfortable asking whatever is on your mind, but you shouldn’t hesitate to do so. They’re on your side, and you should take advantage of their knowledge as often as possible. Of course, it’s your hope that you don’t often have questions for your estate planning attorney. This means that you’re confident that you have the right plan in place. If you’re wondering what types of questions you can ask … [Read more...] about Questions to Ask Your Estate Planning Attorney
When creating an estate plan, the last thing you want to think about is the fact that your loved ones may not see eye to eye upon your death. Even if you don’t expect this to happen (most people don’t), there’s always the potential for things to take a turn for the worse. There is no shortage of factors that contribute to family discord after a loved one’s passing. Here are some of the most common reasons: No estate plan Children from more than one marriage Leaving a child out of your … [Read more...] about Estate Planning and Protecting Against a Family Dispute
You create an estate plan with the idea that it’ll protect you, your loved ones, and your finances both now and upon your death. However, there’s something you may be overlooking: your estate planning needs can and probably will change as you age. For this reason, it’s critical that you update your estate plan as necessary. Here’s what you should do: Review it: Review your estate plan from start to finish, ensuring that you fully understand the current conditions and what no longer suits … [Read more...] about Do You Suspect That Your Estate Plan Needs Updated?
Once you create an estate plan, it’s easy to talk yourself into believing that it’ll remain viable for the rest of your life. And while that may hold true with the majority of your plan, there’s a good chance you’ll have to make changes as you age. For this reason, it’s critical that you develop a relationship with an experienced estate planning attorney that you can trust. Here are five questions to answer as you begin your search for the perfect attorney (and legal team): What types … [Read more...] about How to Choose an Estate Planning Attorney You can Trust for Life
The acronym HIPAA stands for the Health Insurance Portability and Accountability Act of 1996. In this post, we will explain why this piece of legislation is something to take into consideration when you are planning your estate. Advance Directives for Health Care Everyone is well aware of the fact that you have to facilitate postmortem asset transfers when you put your estate plan in place. A lot of people think this is the long and short of it, but a proper estate plan will also address … [Read more...] about What Is a HIPAA Release?