Once You Create a Living Trust, Don’t Forget to Fund It Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust. You have to put them there. Failure to do so could mean…
Make Your Estate Creditor-Proof Here's how to ensure assets go to your heirs by Lynnette Khalfani-Cox, AARP, July 30, 2015 Ensure your assets go to directly to your loved ones instead of through probate. When you pass away, the tax man isn't the only…
Estate Planning In The Pandemic Age: It's Time To Prepare For The Unexpected Cody Barbo Forbes Councils Member Forbes Finance Council COUNCIL POST| Membership (Fee-Based) Trust & Will Cody Barbo - Co Founder of Trust & Will. Our mission is…
Thanksgiving is a Time to Give Thanks and Think About Your Legacy! What is someone's legacy? It is about the richness of the individual's life, including what that person accomplished and the impact he or she had on people and…
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…