It’s Important to Have a Coordinated Estate Plan
There are many parts to an Estate Plan. The Revocable Trust is just one part. It’s important to coordinate the various parts of the Estate Plan. Read on to learn more.
Estate Planning
How an Estate Planning Attorney Can Help You
DIY estate planning is tempting. So tempting that many people have gone down this path. But there’s a problem: you’re more likely to make a critical mistake when creating an estate plan without professional guidance. An estate planning attorney has the experience and knowledge necessary to help you create an estate plan that suits your … Read more
Roth IRAs Can Be a Great Planning Strategy: Basics
Roth IRAs can be a great planning strategy. They can save taxes and help in many ways. Read on to learn more.
When Time Is Short
Compliments of the McGee Law Firm, Attorney Brandon McGee As you drive your mom to her regular doctor appointment, you think of everything you need to do: Drop off Bobby at soccer, pick up Sally from softball, pick up groceries, make dinner, etc. It seems the list is endless. You wonder how your mom had … Read more
Has the Time Come to Review Your Estate Plan?
Just because you have an estate plan doesn’t mean that it’ll hold up over the long run. There will be times when you need to make changes, some big and some small. Should you ignore the need to review and alter your estate plan, it could negatively affect you, your loved ones, and your estate … Read more
Plan Now for the Incredible Shrinking Exclusion
There is a great deal of legislation pending and much is uncertain. But this much is certain, the estate tax exclusion will go down by half beginning 2026 under current law. Now is the time to plan for your clients and yourself. Read on to learn more.
When a Loved One Passes
Compliments of the McGee Law Firm, Attorney Brandon McGee Change can be very difficult at times. A death in the family can be especially traumatic. It may feel as though the world should stop to mourn your loss, but it does not. The world still turns, day still follows night, buses and subways still run. … Read more
Top Questions Among First-Time Estate Planners
Are you in the process of creating an estate plan for the first time? Are you anxious to get this over with, but scared that you could make some costly mistakes along the way? You’re not alone. Creating an estate plan – especially for the first time – can bring a lot of stress to … Read more
ABLE Accounts Complement Special Needs Trusts
ABLE accounts are a nice, flexible way to supplement the usefulness of a Special Needs Trust. But certain limits apply. Read on to learn more.
Taking Care of Rover After You’re Gone
Compliments of the McGee Law Firm, Attorney Brandon McGee Your pet may have been with you for years. In fact, pet ownership can likely lead to a higher life expectancy. A report by The British Journal of Health Psychology found that pet ownership resulted in lower blood pressure, lower cholesterol, and better overall health. In fact, pets … Read more