In this video, Geriatric Care Manager Dedra Jize, OT., CSA discusses the different types of... [Read more...]
Planning for the Sandwich Generation
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate... [Read more...]
Beneficiary Designations and Other Non-Probate Transfers
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate... [Read more...]
Living Trusts Provide Multiple Benefits
People often assume that a last will is the right asset transfer vehicle if you... [Read more...]
Planning for the Unexpected
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate... [Read more...]
How Will You Age in Place and Be Able to Die at Home?
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate... [Read more...]
The Importance of Funding (Video)
In this video, Attorney Maggie LaBranch-Gonzales defines what funding is, what assets you should fund... [Read more...]
Preparing for Coronavirus
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate... [Read more...]
Estate Planning: Make Today the Day
Studies are conducted periodically to gain an understanding of the estate planning preparedness of adults... [Read more...]
COVID-19 aka the Coronavirus: A Reminder to be Prepared
by Attorney Maggie A. LaBranch-Gonzales Litherland, Kennedy & Associates, APC, Attorneys at Law If you’ve heard... [Read more...]
The SECURE Act – How to Limit the Income Tax Hit to Those Inheriting Your IRA (Video)
The SECURE Act, which became law in 2020, greatly restricts inherited IRAs and imposes a... [Read more...]
Estate Planning Conference Discusses SECURE Act and More
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate... [Read more...]
