How to Protect Your Digital Assets Did you know the average American has $55,000 in digital assets? That's something definitely worth including in your estate plan. Here's how to get started. by: Taylor Schulte, CFP April 25, 2019 If you have…
Halloween is coming soon!! Why not Treat your Family with an Estate Plan? We here at Legacy Planning Law Group have several to choose from. “Witch” one is right for you? Estate Planning is not something to be taken lightly.…
Child Support Arrears and Estate Recovery By Jill Roamer, J.D., CIPP/US estate planning In a recent case out of Ohio, a court of appeals analyzed whether the state could recover child support arrears from the estate of a Medicaid recipient. Here, Betty was the…
Elder Law Versus Estate Planning: Not So Different After All By Jill Roamer, J.D., CIPP/US Elder Law, estate planning How different is elder law from estate planning, really? Estate planning, in part, deals with helping clients plan for disability, minimize taxes at their…
Is a Court-Appointed Conservator Personally Liable for Actions Taken? By Jill Roamer, J.D., CIPP/US Elder Law, Case Law Is a Court-Appointed Conservator Personally Liable for Actions Taken?As a senior ages, they may no longer be able to look after their own affairs. This…
Case Law: Grantor-retained Annuity Trust and Estate Taxes By Jill Roamer, J.D., CIPP/US estate planning, Case Law In Badgley v. United States, the 9th Circuit upheld summary judgment in favor of the IRS in a case regarding the legality of including the entire Grantor-retained Annuity…
Larry King and the Holographic Will By Jill Roamer, J.D., CIPP/US estate planning Larry King passed away in January due to complications with COVID-19. At the time, he was in the middle of a divorce from his seventh wife, Shawn. His net…
Can a bank refuse a Power of Attorney? Can a Bank Refuse a Power of Attorney? Yes, they can! If you are you going to manage your parents’ finances in the future, Power of Attorney gives you some power. however,…
Is Life Insurance Taxable? AmyDanise Editor Updated: Apr 20, 2021, 4:27am Compare Life Insurance Companies Is Life Insurance Taxable? Compare Policies With 8 Leading Insurers. One of the primary upsides to life insurance is that the payout is made to your…
Conservatorship vs. Guardianship: What's the Difference? Conservatorship vs. Guardianship: What's the Difference? The needs of the ward will determine which role is appropriate When an individual is in need of care to the extent that they become a ward of…