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Home / Archives for trusts

Special Needs Trusts and Autism

January 26, 2022 by Brandon McGee

Special Needs Trusts are just one aspect of a proper estate plan. Read on for more information on how we can help with your special needs trust or estate planning questions. Sam and Laura were delighted with the birth of their daughter Ella. The proud parents dutifully touted photos and began making college fund contributions. However, as time went on, Sam and Laura became concerned about Ella’s delay in developing basic skills. At two years old, Ella was struggling with speech, engaging in … [Read more...] about Special Needs Trusts and Autism

Filed Under: Advanced Directive, Trusts Tagged With: trusts

4 Deaths, 3 Estate Planning Mistakes

July 8, 2021 by Brandon McGee

Compliments of the McGee Law Firm, Attorney Brandon McGee What would you want to leave behind for your family?  If your choices were A) a contentious mess, or B) a well-coordinated estate plan, you would choose option B, right? All too many of us end up with option A. In fact, a recent national survey discovered that only 44% of Americans have a simple Will, much less a well-coordinated estate plan.  This is a story of four best friends from school: Charlie, Keith, Mike, and … [Read more...] about 4 Deaths, 3 Estate Planning Mistakes

Filed Under: Estate Planning, Trusts Tagged With: estate planning, trusts, wills

A Special Option for Special Kids

June 27, 2020 by Brandon McGee

When planning for children with special needs, it takes special care to preserve their eligibility for public benefits. An ABLE account is a new way to preserve eligibility while gaining tax advantages. Read on to learn more about this new tool in planning for those who were disabled by age 26. A Special Option for Special Kids … [Read more...] about A Special Option for Special Kids

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

Basics of Estate Planning: Powers of Appointment – Part 2

June 26, 2020 by Brandon McGee

Trusts can be very flexible instruments. One of the ways to add flexibility is by using powers of appointment. This article will examine the different types of powers of appointment and how that can impact taxation. Basics of Estate Planning: Powers of Appointment – Part 2 … [Read more...] about Basics of Estate Planning: Powers of Appointment – Part 2

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, power of appointment, trusts

Basics of Estate Planning: Privacy and Estate Planning

June 23, 2020 by Brandon McGee

Privacy is important, especially in today’s world. Learn how estate planning can enhance or reduce your privacy. Read on to find out more. Basics of Estate Planning: Privacy and Estate Planning … [Read more...] about Basics of Estate Planning: Privacy and Estate Planning

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, privacy, probate, real estate, trusts, wills

Basics of Estate Planning: Powers of Appointment – Part 1

June 20, 2020 by Brandon McGee

Trusts can be very flexible. One of the ways to add flexibility is by using powers of appointment. This article will examine what a power of appointment is and how it may be used to add flexibility to a trust. An upcoming article will examine the tax consequences of powers of appointment. Basics of Estate Planning: Powers of Appointment – Part 1 … [Read more...] about Basics of Estate Planning: Powers of Appointment – Part 1

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, power of appointment, trusts

Planning for Special Needs Children

June 13, 2020 by Brandon McGee

Planning is important when providing for any of your children. But planning is even more important for special needs children. Without proper planning, an inheritance can jeopardize a special needs child’s needs-based benefits, such as SSI or Medicaid. Read on to learn more about planning for special needs children. Planning for Special Needs Children … [Read more...] about Planning for Special Needs Children

Filed Under: Estate Planning, Legal Education Tagged With: planning, special needs, trusts

Kiddie Tax is Worse Than Ever

June 3, 2020 by Brandon McGee

The Kiddie Tax can apply to the unearned income of children. Read on to learn if this tax applies to you or your children. Also, learn ways to avoid the Kiddie Tax. Kiddie Tax is Worse Than Ever … [Read more...] about Kiddie Tax is Worse Than Ever

Filed Under: Estate Planning, Legal Education Tagged With: beneficiaries, income tax, Kiddie Tax, trusts

529 Plans: Planning for Education with a Tax and Asset Protection Bonus

September 2, 2019 by Brandon McGee

Planning for Education with a Tax and Asset Protection Bonus

Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how 529 plans may have tax advantages when providing for education. Further, the article looks at how such a plan may provide asset protection in bankruptcy, as well. 529 Plans: Planning for Education with a Tax and Asset Protection Bonus … [Read more...] about 529 Plans: Planning for Education with a Tax and Asset Protection Bonus

Filed Under: Estate Planning, Legal Education Tagged With: 529, education, planning, trusts

Planning for Education Expenses

September 2, 2019 by Brandon McGee

Planning for Education Expenses

Planning is important when providing for your children or grandchildren. But planning for their education has special importance and may have special advantages. This article looks at how a trust can be used to provide for your child or grandchild’s education. The article looks at how a trust can protect those funds. Planning for Education Expenses … [Read more...] about Planning for Education Expenses

Filed Under: Estate Planning, Legal Education Tagged With: 529, education, planning, trusts

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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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