You know that you need to talk to your parents about estate planning, but for one reason or the next you’ve yet to take action. Like many people, you’re procrastinating because you don’t know what to say or how to say it. While there’s no right or wrong way to talk to your parents about … Read more
Compliments of the McGee Law Firm, Attorney Brandon McGee What would you want to leave behind for your family? If your choices were A) a contentious mess, or B) a well-coordinated estate plan, you would choose option B, right? All too many of us end up with option A. In fact, a recent national survey … Read more
The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. Read on to learn more.
Why do you have a “Last Will and Testament.” Even Estate Planning attorneys are unlikely to know the etymology of the term. It was the subject of a recent question on “Jeopardy.” Read on to learn more.
Compliments of the McGee Law Firm, Attorney Brandon McGee Few things are as heart-wrenching as a dispute among family members. We expect family to be a place of love and relative harmony in our often-tumultuous world. Even the thought of such a horrible occurrence may be unsettling. But, problems in an estate or trust can … Read more
Clients often come to an Estate Planning attorney with specific ideas in their minds. The attorney’s role is to counsel them regarding their plan, not just to draw up documents to accomplish it. Read on to learn more.
The amount you can pass free from estate tax is at a record high of $11.7 million per person. There’s legislation which would lower the exclusion to $3.5 million per person. Married people can take advantage of the current exemption. Read on to learn more.
Compliments of the McGee Law Firm, Attorney Brandon McGee Nobody plans to break up. When a couple marries, they dream of their lives together and the special times they will share. They think of the shared holidays and the family that will grow from their love. Their lives become intertwined emotionally, financially, and legally. But, … Read more
Compliments of the McGee Law Firm, Attorney Brandon McGee When you were younger, grandma’s attic held such fascination for you. The hat boxes and old clothes were great fun when playing dress-up. There were old records of “Big Band” music. It was like traveling back to an earlier time. But, the years have taken their … Read more
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on beneficiaries who don’t fall under the standard 10-year payout of the SECURE Act. Read on to learn more.