• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Our Firm
    • About Our Firm
    • Attorney and Staff Profiles
    • Speaker Connection
  • Services
    • Asset Protection & Business Planning
    • Elder Law & Medicaid Services
    • Estate Planning Services
    • Financial Planning Assistance
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • Probate
    • SECURE Act
    • Special Needs Planning
    • Wills & Trusts
  • Elder Law
    • Coping with Alzheimer’s
    • Guardianship and Conservatorship
    • Medicaid Crisis Planning
    • Medicaid Planning
  • Seminars
  • Webinars
  • Resources
    • Communities We Serve
      • Keller, Texas
    • Elder Law Resources
      • Elder Law & Medicaid Definitions
      • Elder Law Reports
    • Estate Planning Resources
      • 3 Reasons to Create a Trust
      • Estate and Gift Tax Figures
      • Estate Planning Articles
      • Estate Planning Definitions
      • Estate Planning Reports
        • Advanced Estate Planning
        • Basic Estate Planning
        • Estate Planning for Niches
        • Trust Administration
      • Estate Planning Worksheet
      • Is Your Estate Plan Outdated?
    • Free Consultation
    • Free Estate Planning Seminars
    • Frequently Asked Questions
      • Estate Planning
      • Trust Administration & Probate
    • Newsletters
    • Our Client Care Program
    • Pre Consultation Form
    • Professional Resources
      • Educational Alerts
  • Reviews
    • Our Reviews
    • Review Us
  • Contact Us
  • Blog

McGee Law Firm

Your Resource for Estate Planning, Elder Law and Medicaid / VA Planning

Call Us Today 817-899-3286
  • Facebook
  • Instagram
  • LinkedIn
  • YouTube
Attend a Free Seminar
Home / Archives for estate planning

Application of the Updated Life Expectancy Tables

May 3, 2022 by Brandon McGee

Since the creation of Individual Retirement Accounts in 1971, they have become an increasingly important part of a well-balanced Estate Plan. Taxpayers contribute to the IRA. Upon attaining a certain age, the taxpayer begins taking distributions based upon tables promulgated by the Internal Revenue Service. The Internal Revenue Service recently updated those tables which will significantly impact certain taxpayers. Read on to learn more. … [Read more...] about Application of the Updated Life Expectancy Tables

Filed Under: consumer, Estate Planning, Legal Education, Retirement planning Tagged With: applicable distribution period, Eligible Designated Beneficiary, Employee Retirement Income Security Act, estate planning, income taxation, Individual Retirement Accounts, Required Minimum Distribution, Setting Every Community Up for Retirement Enhancement Act of 2019, Single Life Table, Uniform Life Table

What Everyone Should Know about the New FDIC Regulations

April 26, 2022 by Brandon McGee

Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are insured by the Federal Deposit Insurance Company. To make the rules easier to apply, the Federal Deposit Insurance Company released new rules with a delayed effective date. These rules build on the current concepts while simplifying their application. Read on to learn more. … [Read more...] about What Everyone Should Know about the New FDIC Regulations

Filed Under: consumer protection, Estate Planning, Legal Education Tagged With: estate planning, Federal Deposit Insurance Company, irrevocable trust, revocable trust

State Income Taxation of Social Security Benefits

April 19, 2022 by Brandon McGee

The pandemic has had a long-lasting influence on our culture, including encouraging relocation at previously unheard-of levels. Imagine the surprise of a recently relocated retiree who discovers that their previously untaxed Social Security benefits are now included in their taxable income at the state level. Taxation of these benefits could have a serious impact on their lifestyle and may provide a less beneficial financial picture than was first thought. Want to know whether your state taxes … [Read more...] about State Income Taxation of Social Security Benefits

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, income tax, Social Security benefits, state and local tax

Neither Age Nor Health Determines Whether You Need an Estate Plan

February 1, 2022 by Brandon McGee

Most people associate Estate Planning with the elderly or very wealthy. This article explores situations in which Estate Planning for the young and healthy is advisable. Read on to learn more. … [Read more...] about Neither Age Nor Health Determines Whether You Need an Estate Plan

Filed Under: Estate Planning, income tax, Legal Education Tagged With: athletes, attorney, competition, consumer, estate planning, income tax, medals, Olympics, United States Olympic & Paralympic Committee, victory tax

Protecting Your Children from Our Litigious Society

January 20, 2022 by Brandon McGee

Compliments of the McGee Law Firm, Attorney Brandon McGee While individually we may be kind and caring, Americans as a group are a litigious bunch.  While protecting yourself from lawsuits can be a difficult, complicated task, you can easily take steps to protect your children. You can protect your children from lawsuits, including divorce, by not leaving them anything. But, there is another way to keep the money from ending up in the hands of lawsuit plaintiffs and your … [Read more...] about Protecting Your Children from Our Litigious Society

Filed Under: Estate Planning, Trusts Tagged With: estate planning, trust

It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy

January 18, 2022 by Brandon McGee

Many souls believe that if they lack means, they do not need an estate plan. Nothing could be further from the truth. If you die without an estate plan, your assets may not be distributed as you would wish and the results could be downright scary. Read on to learn more. … [Read more...] about It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, intestate, probate, tax practitioner, trust, will

Death and Tragedy

January 6, 2022 by Brandon McGee

Compliments of the McGee Law Firm, Attorney Brandon McGee When we think of death, we usually think of it as the result of some tragedy: an auto accident or a natural disaster. However, death often is not a result of tragedy, but rather can be the natural close of one’s chapter here on earth. Picture a family gathered around to help a beloved elder pass on. Surely, it is a time for mourning, but also it can be a time for reconciliation and bonding. However, all too often tragedy … [Read more...] about Death and Tragedy

Filed Under: Estate Planning Tagged With: estate planning

How Using Specific Bequests Could Cost Beneficiaries their Inheritance

January 4, 2022 by Brandon McGee

nursing home

Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article explores how specific bequests may provide unintended results. Read on to learn more. … [Read more...] about How Using Specific Bequests Could Cost Beneficiaries their Inheritance

Filed Under: Estate Planning, Legal Education Tagged With: ademption, attorney, consumer, equalization, estate planning, specific bequest, specific devisee

The Importance of Insuring Real Estate

December 28, 2021 by Brandon McGee

Transferring real estate to a trust has become a widely used tool in estate planning.  Unfortunately, it’s easy to overlook important aspects of the transfer that lead to unintended consequences.  With careful planning, you can avoid these traps. Read on to learn more. … [Read more...] about The Importance of Insuring Real Estate

Filed Under: Estate Planning, Legal Education, tax Tagged With: attorney, consumer, estate planning, quitclaim deed, real estate, title insurance, trust, warranty deed

Charitable Planning in Times of Crisis

December 21, 2021 by Brandon McGee

During times of uncertainty, we tend to feel helpless. This article explores how charitable giving gives us a sense of purpose in trying times. Read on to learn more. … [Read more...] about Charitable Planning in Times of Crisis

Filed Under: Estate Planning, Legal Education Tagged With: attorney, charitable giving, charitable remainder trust, consumer, donor-advised fund, estate planning, Qualified Charitable Distribution

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 12
  • Go to Next Page »

Primary Sidebar

FREE ESTATE PLANNING WORKSHEET

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

  • This field is for validation purposes and should be left unchanged.

Follow us

  • Facebook
  • Instagram
  • LinkedIn
  • YouTube

TESTIMONIALS

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.

default image
Brian C.

Fort Worth Address

Fort Worth
810 W. 10th Street
Fort Worth, TX 76102
United States (US)
Phone: (817) 899-3286
See Larger mapGet Directions

Fort Worth Map

map

Southlake Address

Southlake
101 River Oaks Dr., Ste. 110
Southlake, Texas 76092
United States (US)
Phone: (817) 899-3286
See Larger mapGet Directions

Footer

  • Advantages of Working With our Firm
  • About the American Academy
  • Disclaimer
  • Sitemap
  • Contact Us

Connect to Us

  • Facebook
  • Instagram
  • LinkedIn
  • YouTube
footer logo

© 2023 McGee Law Firm
All Rights Reserved