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Home / Archives for trust

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

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

Using Disclaimers to Achieve Client Goals: Double Disclaimers

September 22, 2021 by Brandon McGee

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. Sometimes a “double disclaimer” is necessary to achieve the desired outcome. Read on to learn more. … [Read more...] about Using Disclaimers to Achieve Client Goals: Double Disclaimers

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

When a Loved One Passes

July 22, 2021 by Brandon McGee

Compliments of the McGee Law Firm, Attorney Brandon McGee Change can be very difficult at times. A death in the family can be especially traumatic. It may feel as though the world should stop to mourn your loss, but it does not. The world still turns, day still follows night, buses and subways still run. Yet, for the family who has experienced the loss, the world may have been turned upside down. Just when grief strikes, the family has additional burdens to bear. It is helpful to have a … [Read more...] about When a Loved One Passes

Filed Under: Asset protection, Estate Planning, Financial planning, Life insurance Tagged With: clergy, death certificate, employee benefits, employer, funeral director, life insurance, Medicare, personal representative, probate, retirement, social security, tax consequences, trust, trust administration, trustee, veterans administration, will

“Last Will and Testament” Origin

June 29, 2021 by Brandon McGee

Why do you have a “Last Will and Testament.” Even Estate Planning attorneys are unlikely to know the etymology of the term. It was the subject of a recent question on “Jeopardy.” Read on to learn more. … [Read more...] about “Last Will and Testament” Origin

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

The Role of the Estate Planning Attorney

June 15, 2021 by Brandon McGee

Clients often come to an Estate Planning attorney with specific ideas in their minds. The attorney’s role is to counsel them regarding their plan, not just to draw up documents to accomplish it. Read on to learn more. … [Read more...] about The Role of the Estate Planning Attorney

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

How to Dispose of “Stuff”

May 18, 2021 by Brandon McGee

Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most concerned with the things around them rather than their financial accounts. What’s the best way to handle the “stuff”? Read on to learn more. … [Read more...] about How to Dispose of “Stuff”

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, tangible personal property, trust, will

Using Disclaimers to Achieve Client Goals

May 11, 2021 by Brandon McGee

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. This can be a great result for the client in the right circumstances. Read on to learn more. … [Read more...] about Using Disclaimers to Achieve Client Goals

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

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

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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.

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