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    Home / Archives for Legal Education

    Assignment and Nominee

    November 7, 2020 by Brandon McGee

    What’s an “Assignment and Nominee” agreement and what does it do? Some attorneys use such an agreement as a belt and suspenders approach to funding. Read on to learn more. … [Read more...] about Assignment and Nominee

    Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Funding

    Leaving Assets Can Be Tricky

    November 7, 2020 by Brandon McGee

    Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. Read on to learn more. … [Read more...] about Leaving Assets Can Be Tricky

    Filed Under: Estate Planning, Legal Education Tagged With: children, distribution, Estate Planning, icarceration

    What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?

    November 1, 2020 by Brandon McGee

    When you’re deciding to whom to leave assets, most people choose their children or other descendants. However, you also need to decide on the “contingent remainder” beneficiary. In other words, who should get your assets if all your other beneficiaries are gone. Read on to learn more about this often-confusing concept. … [Read more...] about What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?

    Filed Under: Estate Planning, Legal Education Tagged With: atom bomb, beneficiaries, contingent remainder, exploding turkey

    Academy’s Fall Summit Virtually Perfect

    November 1, 2020 by Brandon McGee

    You want your estate planning to be handled by an attorney who stays current on the law. The American Academy of Estate Planning Attorneys is holding its semi-annual conference providing education and learning for its Members. Read on to learn more. … [Read more...] about Academy’s Fall Summit Virtually Perfect

    Filed Under: Estate Planning, Legal Education Tagged With: American Academy of Estate Planning Attorneys, CLE, estate planning, learning

    Fair Isn’t Always Equal and Vice Versa

    November 1, 2020 by Brandon McGee

    When you’re deciding how your assets should be divided at death, sometimes dividing them equally is the appropriate choice. But, sometimes it’s not. Fair isn’t always equal or vice versa. Read on to learn more, including how to avoid a challenge if you choose an unequal division among your children. … [Read more...] about Fair Isn’t Always Equal and Vice Versa

    Filed Under: Estate Planning, Legal Education Tagged With: beneficiaries, children, unequal

    Staying Current is Especially Important in the Pandemic

    October 1, 2020 by Brandon McGee

    The President’s bout with COVID-19 demonstrates the importance of keeping planning current. A Health Care Power of Attorney appoints someone to make decisions for you if you’re not able to do so for yourself. An Advance Directive expresses your wishes regarding end-of-life decisions. Read on to learn more. … [Read more...] about Staying Current is Especially Important in the Pandemic

    Filed Under: Estate Planning, Legal Education Tagged With: Advance Directive, Covid-19, estate planning, Health Care Power of Attorney, President Trump

    Staying Current is Especially Important in the Pandemic

    October 1, 2020 by Brandon McGee

    A Health Care Power of Attorney appoints someone to make decisions for you if you’re not able to do so for yourself. An Advance Directive expresses your wishes regarding end-of-life decisions. During the COVID-19 pandemic, it’s important to have them up-to-date. Read on to learn more. … [Read more...] about Staying Current is Especially Important in the Pandemic

    Filed Under: Estate Planning, Legal Education Tagged With: Advance Directive, Covid-19, estate planning, Health Care Power of Attorney

    Planning Is Important

    October 1, 2020 by Brandon McGee

    Planning is important. End-of-year tax planning is one part of that planning. This year you should also consider whether you’ve had any payroll tax withholdings deferred. If your employer deferred those withholdings, you’ll have more money withheld next year than usual. That means you’ll have less money for other things, like IRA contributions. Read on to learn more. … [Read more...] about Planning Is Important

    Filed Under: Estate Planning, Legal Education Tagged With: end-of-year planning, estate planning, IRA, payroll tax, planning

    Puerto Ricans are Unique, as Is Estate Planning for Them

    October 1, 2020 by Brandon McGee

    Puerto Ricans hold a unique position under U.S. law. U.S. estate taxation treats those from Puerto Rico different from other U.S. citizens or citizens from other countries. Read on to learn more. … [Read more...] about Puerto Ricans are Unique, as Is Estate Planning for Them

    Filed Under: Estate Planning, Legal Education Tagged With: estate planning, estate tax, Puerto Rico

    Chadwick Boseman Demonstrates the Importance of Planning

    October 1, 2020 by Brandon McGee

    Chadwick Boseman played many heroic American roles and the superhero role of the Black Panther. His death at age 43 demonstrated how it’s important to have at least a basic estate plan in place even if you’re young. Read on to learn more. … [Read more...] about Chadwick Boseman Demonstrates the Importance of Planning

    Filed Under: Estate Planning, Legal Education Tagged With: basic, Black Panther, Chadwick Boseman, estate planning

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