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Home / Archives for unexpected

Preparing for the Unexpected…and the Eventual

April 13, 2021 by Brandon McGee

The world is an unusual place. Things you’d never expect to happen sometimes actually do happen. There are natural disasters and unusual phenomenon. It’s important to prepare, not just for the unexpected but the eventual, as well. Read on to learn more. … [Read more...] about Preparing for the Unexpected…and the Eventual

Filed Under: Estate Planning, Legal Education Tagged With: disasters, estate planning, eventual, preparing, unexpected

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

Dead Hand Control: How Much is Too Much?

July 2, 2018 by Brandon McGee

This article examines trying to exert control over your beneficiaries after death. Often, clients try to dictate the exact manner in which funds are used. Usually, it is a better course to give the trustee discretion. Dead Hand Control: How Much is Too Much? … [Read more...] about Dead Hand Control: How Much is Too Much?

Filed Under: Estate Planning, Legal Education Tagged With: dead hand control, estate planning, substance abuse, trustee discretion, 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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