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Home / Archives for revocable trust

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

Estate Planning Reduces Stress During High Anxiety Times

November 9, 2021 by Brandon McGee

During times of high stress such as tragedy or emergency, we tend to feel helpless. This article explores how a comprehensive estate plan helps reduce anxiety in uncertain times. Read on to learn more. … [Read more...] about Estate Planning Reduces Stress During High Anxiety Times

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, guardianship, Health Care Power of Attorney, living trust, probate, Property Power of Attorney, revocable trust, will

Revocable Trusts Are Not Always Treated the Same as an Individual

August 17, 2021 by Brandon McGee

A revocable trust is treated the same as the individual for most purposes. But for some narrow purposes it can be treated differently. Read on to learn more. … [Read more...] about Revocable Trusts Are Not Always Treated the Same as an Individual

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, federal taxes, IRA, local taxes, revocable trust, sales tax

It’s Important to Have a Coordinated Estate Plan

August 10, 2021 by Brandon McGee

There are many parts to an Estate Plan. The Revocable Trust is just one part. It’s important to coordinate the various parts of the Estate Plan. Read on to learn more. … [Read more...] about It’s Important to Have a Coordinated Estate Plan

Filed Under: Estate Planning, Legal Education Tagged With: attorney, beneficiary designations, consumer, estate planning, joint tenancy, POD, revocable trust, TOD

Will Your Estate Plan Still Work If You Move?

September 1, 2020 by Brandon McGee

Before the pandemic, Americans were more mobile than ever. When you move, you have to change your address, your voter registration, and all sorts of other things. But, do you need to revise your estate planning documents? Like with many things in law, it depends on your situation. Read on to learn more. … [Read more...] about Will Your Estate Plan Still Work If You Move?

Filed Under: Estate Planning, Legal Education, Uncategorized Tagged With: community property, differences, estate planning, moving, revocable trust

Incapacity Planning

August 2, 2018 by Brandon McGee

Nobody wants incapacity, not for yourself and not for your loved ones. But planning for that possibility can avoid complications and increase options. The article discusses the elements of incapacity planning and the need for flexibility to do Medicaid planning. It discusses how a trust with Medicaid triggers can allow that. Incapacity Planning … [Read more...] about Incapacity Planning

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, incapacity, Medicaid, Medicaid triggers, powers of attorney, revocable trust, unexpected

You Never Know: Planning for the Unexpected

August 2, 2018 by Brandon McGee

This article examines the deaths of two people who died from doing very typical things. You never know what risks might be around the corner, even in seemingly safe endeavors, so you should be prepared. The article looks at the elements of a basic plan. You Never Know: Planning for the Unexpected … [Read more...] about You Never Know: Planning for the Unexpected

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

Planning for the Unexpected

July 2, 2018 by Brandon McGee

This article examines the death of Charlotte Fox, one of the most famous mount climbers ever, who fell down her stairs at home. You never know what risks might be around the corner, so you should be prepared. The article looks at the elements of a basic plan. Planning for the Unexpected … [Read more...] about Planning for the Unexpected

Filed Under: Estate Planning, Legal Education Tagged With: Charlotte Fox, estate planning, powers of attorney, revocable trust, unexpected

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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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