Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate Planning Attorneys, Inc. The Heckerling conference in Estate Planning is the country’s largest professional gathering in Estate Planning. The conference examines many areas of interest to Estate Planning and Elder Law professionals. It pays particular attention to items of current interest. Last year’s conference was in January 2020, shortly before the beginning of the COVID-19 pandemic. … [Read more...] about Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
LGBTQ+ Estate Planning Frequently Asked Questions (VIDEO)
In this video, Attorney Maggie A. LaBranch-Gonzales answers LGBTQ+ frequently asked estate planning questions. … [Read more...] about LGBTQ+ Estate Planning Frequently Asked Questions (VIDEO)
Why Should You Hire an Estate Planning Attorney to Prepare Your Estate Plan? (VIDEO)
In this Vlog, Attorney Maggie A. LaBranch-Gonzales discusses the importance and advantages of hiring an estate planning attorney to prepare your estate plan. … [Read more...] about Why Should You Hire an Estate Planning Attorney to Prepare Your Estate Plan? (VIDEO)
Thank You for Helping to Make Our First Annual Community Shred Event Benefitting the Alzheimer’s Association a Success!
Thank you to everyone who participated in our 1st Annual Community Shred Event! We received donations of $1,305 to benefit the Alzheimer's Association and LKA is contributing an additional $195 to make the total donation to the Alzheimer's Association $1,500! … [Read more...] about Thank You for Helping to Make Our First Annual Community Shred Event Benefitting the Alzheimer’s Association a Success!
Why Do You Need an Estate Plan?
Estate planning is one of the core responsibilities of adulthood, but many people completely ignore the subject. The truth is, most of us don't want to think about death and that causes many people to put off estate planning until they are old and gray. We recommend a more proactive, systematic approach. If you put estate planning off indefinitely, you may never get around to it, and people die intestate every day. Plus, there are details that should be addressed to plan your estate in the … [Read more...] about Why Do You Need an Estate Plan?
I am Fine…I Think. Coping as a Caregiver
by Dedra Jize, OT., CSA Geriatric Care Manager, Litherland, Kennedy & Associates, APC, Attorneys at Law Caregiving is not a new concept. It began thousands of years ago when the first parent took care of their first child; and yet, here we are still talking about it. In this article, I am not going to talk about parenting; but rather, caregiving for an elderly person, whether you are the spouse, the adult child or some other family or friend. The role of a caregiver greatly varies … [Read more...] about I am Fine…I Think. Coping as a Caregiver
Act in Advance to Prevent a Conservatorship
A lot of people think of estate planning as a purely financial endeavor. It is true that you have to facilitate the transfer of your monetary assets after you pass away. This is one important piece to the puzzle, but it is not the only one. In order to be comprehensively prepared for the inevitabilities that we will all face, you should consider end-of-life matters as well. With this in mind, we will share some information about incapacity planning in this post. Alzheimer’s Disease To fully … [Read more...] about Act in Advance to Prevent a Conservatorship
Beneficiary Designations and the SECURE Act: Prior Designations
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate Planning Attorneys, Inc. Clients spend lots of time, money, and energy planning their estates. Estate Planning attorneys help them by counseling these clients and preparing various documents to meet the goals of the client, such as a Will or Trust. An increasing part of American wealth is governed by beneficiary designations. According to Statista, Americans had over $32 trillion in … [Read more...] about Beneficiary Designations and the SECURE Act: Prior Designations
Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate Planning Attorneys, Inc. Clients spend lots of time, money, and energy planning their estates. Estate Planning attorneys help them by counseling these clients and preparing various documents to meet the goals of the client, such as a Will or Trust. An increasing part of American wealth is governed by beneficiary designations. According to Statista, Americans had over $32 trillion in … [Read more...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
Beneficiary Designations and the SECURE Act Basics
Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate Planning Attorneys, Inc. Clients spend lots of time, money, and energy planning their estates. Estate Planning attorneys help them by counseling these clients and preparing various documents to meet the goals of the client, such as a Will or Trust. An increasing part of American wealth is governed by beneficiary designations. According to Statista, Americans had over $32 trillion in … [Read more...] about Beneficiary Designations and the SECURE Act Basics
