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    Home / Archives for Legal Education

    Preparing for the Unexpected…and the Eventual

    April 13, 2021 by Brandon McGee

    The world is an unusual place. Things you’d never expect to happen sometimes actually do happen. There are natural disasters and unusual phenomenon. It’s important to prepare, not just for the unexpected but the eventual, as well. Read on to learn more. … [Read more...] about Preparing for the Unexpected…and the Eventual

    Filed Under: Estate Planning, Legal Education Tagged With: disasters, estate planning, eventual, preparing, unexpected

    Updating Your Plan: Beneficiary Designations

    April 6, 2021 by Brandon McGee

    As we approach Spring, it’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations may control a large part of your assets and it’s important to be sure your plan is coordinated to consider these. Read on to learn more. … [Read more...] about Updating Your Plan: Beneficiary Designations

    Filed Under: Estate Planning, Legal Education Tagged With: beneficiary, designation, powers of attorney

    Updating Your Plan: Your Trust or Will

    March 30, 2021 by Brandon McGee

    As we approach the end of the year, it’s a good time to think about updating your plan. This includes your entire plan, including your primary vehicle, such as a trust or will. Read on to learn more. … [Read more...] about Updating Your Plan: Your Trust or Will

    Filed Under: Estate Planning, Legal Education Tagged With: trust, will

    Updating Your Plan: Powers of Attorney

    March 23, 2021 by Brandon McGee

    As we approach the end of the year, it’s a good time to think about updating your plan. This includes your entire plan, including Powers of Attorney. Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health care. It’s important to consider whether you need to update either of these powers. Read on to learn more. … [Read more...] about Updating Your Plan: Powers of Attorney

    Filed Under: Estate Planning, Legal Education Tagged With: powers of attorney

    Joint Tenancy Problems in Estate Planning

    March 16, 2021 by Brandon McGee

    joint-tentancy

    Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However, this can have serious, unexpected drawbacks. Read on to learn more. … [Read more...] about Joint Tenancy Problems in Estate Planning

    Filed Under: Estate Planning, Legal Education Tagged With: estate planning, joint tneancy

    Beneficiary Designations

    March 9, 2021 by Brandon McGee

    beneficiary

    Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Read on to learn more. … [Read more...] about Beneficiary Designations

    Filed Under: Estate Planning, Legal Education Tagged With: beneficiary designations, IRAs, retirement plans

    Beneficiary Designations and the SECURE Act Basics

    March 2, 2021 by Brandon McGee

    beneficiary

    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 the basics of the SECURE Act. Read on to learn more. … [Read more...] about Beneficiary Designations and the SECURE Act Basics

    Filed Under: Estate Planning, Legal Education Tagged With: beneficiary designations, IRAs, retirement plans, SECURE act

    Biden Administration Could Reduce Estate Tax Exclusion

    February 10, 2021 by Brandon McGee

    biden

    Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read on to learn more. … [Read more...] about Biden Administration Could Reduce Estate Tax Exclusion

    Filed Under: Estate Planning, Legal Education Tagged With: applicable exclusion, estate planning

    Starting the New Year Right

    February 3, 2021 by Brandon McGee

    Tax-Planning

    As we begin a new year, it’s a good time to start off right. If you don’t already have an estate plan, now’s a great time to make an appointment to get one. Read on to learn more. Contact us to schedule a free one-hour personalized consultation … [Read more...] about Starting the New Year Right

    Filed Under: Estate Planning, Legal Education Tagged With: estate planning, powers of attorney, trust, will

    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

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