One of the most important considerations in an estate plan is incapacity planning. This article by my friend and estate planning expert Steve Hartnett describes how an estate plan provides incapacity planning and the documents which may be used to accomplish that planning. It also looks at how having a plan in place may relieve stress during an emergency. 6 Important Estate Planning Considerations – Part 1: Incapacity … [Read more...] about 6 Important Estate Planning Considerations – Part 1: Incapacity
Legal Education
Retirement: It’s not Just About the Money
Many factors go into retirement decisions. This article by my friend and colleague Steve Hartnett examines some of those factors. Being financially prepared is one aspect. Having your estate planning in order is another. But, being socially and psychologically ready for retirement are yet other aspects which people often don’t consider. Be ready for your next phase of life, this article will help you get there. Retirement: It’s not Just About the Money … [Read more...] about Retirement: It’s not Just About the Money
Estate Planning: The Simplest Plan is Usually Not the Best
Clients often want the simplest estate planning solution possible. However, the simplest solution is doing nothing. Usually, as well explained by friend and colleague Steve Hartnett in the following article, doing nothing does not result in the desired outcome. Estate Planning: The Simplest Plan is Usually Not the Best … [Read more...] about Estate Planning: The Simplest Plan is Usually Not the Best
Retirement is Complicated
Many factors go into retirement decisions. This article by my friend and colleague Steve Hartnett, Director of Education at the American Academy of Estate Planning Attorneys, examines many of those factors, such as where to retire, access to healthcare, income taxation, estate taxation, property taxation, etc. This article also includes many links to helpful lists. Retirement is Complicated … [Read more...] about Retirement is Complicated
Estate Planning: Simple is not Always Better
Clients often want the simplest estate planning solution possible. While keeping it simple is an understandable goal, the simplest solutions are not often the best. This article by my friend and colleague Steve Hartnett, Director of Education at the American Academy of Estate Planning Attorneys, shows a couple simple solutions for estate planning and why, in most circumstances, a living trust is at the center of a more robust estate plan and more likely to provide the desired … [Read more...] about Estate Planning: Simple is not Always Better
Age-Related Retirement Milestones
Retirement takes planning. This article by my friend and colleague Steve Hartnett, Director of Education at the American Academy of Estate Planning Attorneys, includes milestone ages, such as when you must begin taking distributions from retirement plans. The article also includes links to resources which will be helpful in your retirement planning process. Age-Related Retirement Milestones … [Read more...] about Age-Related Retirement Milestones
Planning for Retirement Plans and IRAs: Beneficiary Designation
Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article by my friend and colleague Steve Hartnett, an estate planning expert, will discuss the importance of beneficiary designations. Planning for Retirement Plans and IRAs: Beneficiary Designation … [Read more...] about Planning for Retirement Plans and IRAs: Beneficiary Designation
Planning for Retirement Plans and IRAs: Asset Protection
Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article by my friend and colleague Steve Hartnett, an estate planning expert, will discuss the asset protection of such plans and how a trust may be used to provide asset protection. Planning for Retirement Plans and IRAs: Asset Protection … [Read more...] about Planning for Retirement Plans and IRAs: Asset Protection
ABLE Acccounts: A Special Option for Special Kids
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 this article by my friend and colleague Steve Hartnett to learn more about this new tool in planning for those who were disabled by age 26. As of this date, California' ABLE account program has not been fully implemented. However, it is expected to be fully operational sometime during … [Read more...] about ABLE Acccounts: A Special Option for Special Kids
Would You Prefer a Charitable Deduction This Year?
Perhaps you would prefer to take a charitable deduction this year. Maybe you have higher income this year, or the reduced ability to take a deduction next year. A donor advised fund may make sense for you. A donor advised fund allows a deduction this year, even though distributions will be made to public charities in future years. Read on to learn more about a donor advised fund. Would You Prefer a Charitable Deduction This Year? … [Read more...] about Would You Prefer a Charitable Deduction This Year?
