By Katherine Wilcox | Published March 7, 2017 | Posted in Estate Planning | Leave a comment
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⟨ Estate Planning in the Digital Age
Like many 20-and 30-somethings, my husband and I have long put off addressing our estate planning needs. Finally, after I had completed every last procrastination chore I could think of, I realized I was out of excuses and it was time to get drafting. While most people think to plan for the disposition of their Read More
Read MoreEstate Planning for Life – Not an Oxymoron
When most people think of estate planning they typically think wills, trusts and death. However, the actuality is that one of the major focuses of good estate planning is for incapacity during a client’s lifetime. I take a very educational approach to my consultations and I am always pleased when we reach the end of Read More
Read MoreEstate Planning: Planning to Protect Inherited Retirement Accounts
For many years, people that inherited their parent’s retirement accounts believed those funds would be protected from creditor claims just like their own retirement accounts are protected from creditor claims. However, the U.S. Supreme Court rejected that concept in 2014.[1] In Clark v. Rameker, the Supreme Court ruled that the beneficiary’s inherited IRA was subject Read More
Read MoreEstate Planning: Planning for the Fabulously Middle Class
Most people recognize the value proposition that estate planning offers to the wealthy because the proper plan can be used to reduce or eliminate estate taxes. However, estate planning also offers a value proposition to those of modest or moderate means. An estate plan can be used to reduce the costs, expenses and effort of Read More
Read MoreHow to Avoid Having Undue Influence Invalidate Your Parent’s Will
If your elderly parent has no will, for whatever reason, it can be difficult to make them understand why they need one. Without a will, the estate passes according to the state’s laws of inheritance. This means certain types of property may be treated differently than others, which can result in certain loved ones being Read More
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