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Home / Archives for ABLE

ABLE Accounts Complement Special Needs Trusts

July 20, 2021 by Brandon McGee

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. … [Read more...] about ABLE Accounts Complement Special Needs Trusts

Filed Under: Estate Planning, Legal Education Tagged With: ABLE, attorney, consumer, disability, estate planning, SNT

What Are 529 Plans and What Are Their Advantages?

July 1, 2020 by Brandon McGee

What are 529 plans? Can they be held in trusts? Read on to learn more about these plans and why to consider them. What Are 529 Plans and What Are Their Advantages? … [Read more...] about What Are 529 Plans and What Are Their Advantages?

Filed Under: Estate Planning, Legal Education Tagged With: 529, ABLE, minor, UGMA, UTMA

ABLE Accounts

June 21, 2020 by Brandon McGee

An ABLE account is a great strategy for someone who became disabled by age 26. An ABLE account may be income tax-free. It has other unique benefits for a disabled person. Read on to learn more about the ABLE account and how it can help. ABLE Accounts … [Read more...] about ABLE Accounts

Filed Under: Estate Planning, Legal Education Tagged With: 529, 529A, ABLE, disabled, Medicaid, SSI

What are UGMA and UTMA Accounts?

June 21, 2020 by Brandon McGee

What are UTMA and UGMA accounts? Are there better alternatives? Read on to learn more about these accounts, their drawbacks, and better alternatives. What are UGMA and UTMA Accounts? … [Read more...] about What are UGMA and UTMA Accounts?

Filed Under: Estate Planning, Legal Education Tagged With: 529, ABLE, minor, UGMA, UTMA

Being Thankful and Sharing Your Blessings

December 1, 2018 by Brandon McGee

Thanksgiving is a time for sharing. This article examines ways for giving effectively, both to loved ones or to charity. It examines the use of 529 plans and ABLE accounts for loved ones. It examines gifting of appreciated assets to charity and bunching charitable deductions for the most bang for the buck. Read on to learn more. Being Thankful and Sharing Your Blessings … [Read more...] about Being Thankful and Sharing Your Blessings

Filed Under: Estate Planning, Legal Education Tagged With: 529, ABLE, charity, giving, Thanksgiving

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Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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