The holidays are a special time with family and friends. You can take the opportunity to check on elderly loved ones. It’s also a great time to discuss planning. Read this piece by my friend and colleague Steve Hartnett, an estate planning expert, to learn more. Getting Together with Family for the Holidays … [Read more...] about Getting Together with Family for the Holidays
Legal Education
Tax Planning for 2020
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2020 is just starting, it’s not too early to think about planning for whatever it may bring your way as shown by this article by my friend and colleague Steve Hartnett, an estate planning expert. Tax Planning for 2020 … [Read more...] about Tax Planning for 2020
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second part of a series of articles by my friend and colleague Steve Hartnett, an estate planning expert, on ways an Estate Plan might be invalid and how to avoid these pitfalls. This article looks at “undue influence.” Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence … [Read more...] about Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles by my friend and colleague Steve Hartnett, an estate planning expert, on ways an Estate Plan might be invalid and how to avoid these pitfalls. Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements … [Read more...] about Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
The Questions of Estate Planning, Part 6: Why
People often have questions about Estate Planning. This is the sixth in a series of articles addressing those questions. This sixth article by my friend and colleague Steve Hartnett, an estate planning expert, addresses “why” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 6: Why … [Read more...] about The Questions of Estate Planning, Part 6: Why
The Questions of Estate Planning, Part 5: How
People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article by my friend and colleague Steve Hartnett, an estate planning expert, addresses “how” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 5: How … [Read more...] about The Questions of Estate Planning, Part 5: How
The Questions of Estate Planning, Part 4: Where
People often have questions about Estate Planning. This is the fourth in a series of articles by my friend and colleague Steve Hartnett, an estate planning expert, addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 4: Where … [Read more...] about The Questions of Estate Planning, Part 4: Where
The Questions of Estate Planning, Part 3: When
People often have questions about Estate Planning. This is the third in a series of articles by my friend and colleague Steve Hartnett, an estate planning expert, addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 3: When … [Read more...] about The Questions of Estate Planning, Part 3: When
The Questions of Estate Planning, Part 2
People often have questions about Estate Planning. This is the second in a series of articles by my friend and colleague Steve Hartnett, an estate planning expert, addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to learn more. The Questions of Estate Planning, Part 2 … [Read more...] about The Questions of Estate Planning, Part 2
The Questions of Estate Planning, Part I: Who
People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article by my friend and colleague Steve Hartnett, an estate planning expert, addresses “who” should do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part I: Who … [Read more...] about The Questions of Estate Planning, Part I: Who
