In this vlog, Attorney Justin M. Kennedy discusses artificial intelligence voice scams and suggest steps... [Read more...]
What’s in President Biden’s Revenue Proposals?
Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate... [Read more...]
What Is Probate and Why Do People Avoid It?
Probate is the legal process that occurs after someone dies, where their assets are distributed... [Read more...]
The Lessons from Lisa Marie
Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate... [Read more...]
Living Trust Bank Accounts and FDIC Insurance (VIDEO)
In this vlog, Attorney Justin M. Kennedy discusses how FDIC Insurance works for Living Trusts.... [Read more...]
Show Your Love by Creating an Estate Plan
Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate... [Read more...]
The Importance of Having an Estate Plan
Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate... [Read more...]
What You Need to Know About SECURE Act 2.0
Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate... [Read more...]
An Overview of 2023 Medicare Premiums, Co-Insurance, and Deductibles
We are going to look at some out-of-pocket Medicare costs for 2023 in this post,... [Read more...]
Four Fitness Articles from our Move-It Monday Series
Blog Author: Wendy L Harshbarger Director of Marketing and Client Relations Staying active is essential... [Read more...]
Tax Planning for 2023
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate... [Read more...]
Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate... [Read more...]
