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Home / Archives for Thanksgiving

A Time for Thanks and Community

November 23, 2021 by Brandon McGee

Thanksgiving is a time for giving thanks and for appreciating your family and friends. In particular, it can be a good time to thank those people whom you’ve asked to serve in important roles in your estate plan. Thank your agents under your powers of attorney and your successor trustees. Read on to learn more. … [Read more...] about A Time for Thanks and Community

Filed Under: Estate Planning, Legal Education Tagged With: agents, Covid-19, successor trustees, Thanksgiving

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

Planning to Enjoy Thanksgiving

November 20, 2018 by Brandon McGee

Planning ahead is the loving thing to do. Whether it is for a Thanksgiving meal or for your estate plan, planning is imperative. This article points out the various consequences of your failure to plan, including the increased likelihood for family discord. Read on to learn how planning ahead can help achieve the desired results. Planning to Enjoy Thanksgiving … [Read more...] about Planning to Enjoy Thanksgiving

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, planning, Thanksgiving, trusts, vacation

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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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