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Posts by category
- Category: Elder Law
- How Much Long-Term Care Insurance Should You Purchase?
- Can a Nursing Home Hold Friends or Family Members Responsible For a Resident’s Care?
- Majority of Adult Children Cannot Support Boomer Parents, Surveys Find
- Are You Missing Out on Benefits? Identify the Programs Available to Seniors Like You
- It Pays to Be a Smart Shopper When Buying a Medigap Insurance Policy
- When Is a Nursing Home Eviction Legal, and What Can I Do?
- The Powers and Responsibilities of Representative Payees
- Keeping Your Emergency Contacts and Medical Information Updated for First Responders
- Category: Estate Planning
- Cover These Four Estate Planning Bases
- Can You Give Gifts to Avoid Estate Taxes?
- How Can You Protect a Spendthrift Heir?
- Why Do People Avoid Probate?
- Estate Administration: Efficiency Is Key
- What Is a Letter of Final Instructions?
- Preparing for Coronavirus
- Income Tax Basis in Estate Planning
- How Will You Obtain the Care You Need?
- Income Tax Basis
- Tax Tips after New Year
- The Little Things May be the Most Important
- Category: Estate Planning
- Estate Planning Made Simple
- Donor Advised Funds: Too Good to Be True?
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
- Changing “Irrevocable” Trusts Through Decanting
- Conservation Easements Can Be a Good Solution
- Advantages of Using a “Grantor Trust” in Planning
- Taxation of Nongrantor Trusts
- Tax Reporting with Trusts
- Dangers of Do-It-Yourself Estate Planning
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- It’s Important to Have a Coordinated Estate Plan
- Revocable Trusts Are Not Always Treated the Same as an Individual
- Roth IRAs Can Be a Great Planning Strategy: Basics
- Trust Distribution Standards May Be Very Broad
- Plan Now for the Incredible Shrinking Exclusion
- An Explanation of the Life Estate
- Learning and Camaraderie at the Academy Summit
- Why Do You Need an Estate Plan?
- Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
- “Last Will and Testament” Origin
- Pandemic Relief for Employers
- Updating Your Plan: Powers of Attorney
- Updating Your Plan: Your Trust or Will
- Tax Planning for 2021
- Updating Your Plan: Beneficiary Designations
- Staying Current is Especially Important in the Pandemic
- Gift Tax 101
- Will vs. Trust: How Do You Choose?
- Remarry With Peace of Mind
- Clearing Up Inheritance Planning Misconceptions
- Has Your Estate Plan Been Reviewed?
- Jim Morrison Estate Saga Is Instructive
- Explanations of Five Common Estate Planning Terms
- What Is Estate Tax Exclusion Portability?
- Coronavirus and Nursing Homes
- Best Places to Retire: State Taxation
- Whom Do You Want to Get Your Assets?
- Planning for the Sandwich Generation
- Beneficiary Designations and Other Non-Probate Transfers
- The SECURE Act and What It Means for You
- Planning for the SECURE Act
- How Will You Age in Place and Be Able to Die at Home?
- Tax Planning for 2020
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
- Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
- The Questions of Estate Planning, Part 5: How
- Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
- The Questions of Estate Planning, Part 6: Why
- Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
- Continuing Legal Education in San Diego
- The Questions of Estate Planning, Part 2
- The Questions of Estate Planning, Part 4: Where
- The Questions of Estate Planning, Part I: Who
- Make Your Own Plan
- 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
- Planning for the Unexpected
- Planning for Education Expenses
- Planning for Step-Children
- Disinheritance
- Your Planning Can Help Your Loved Ones
- The Importance of Communicating Your Plans
- How Much is Too Much?
- Many Reasons to Plan
- Why Crowdfunding May Cost You Medicaid Eligibility
- Clarity is Key to Planning
- What is a GST Trust?
- Planning is Critical
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
- Turning the Page on 2018 and Looking Forward to 2019
- Category: Financial Planning
- Category: General
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- 11/30/22 Medicaid Planning Seminar With Michelle Scully Hobus
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