Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate Planning Attorneys, Inc. Assets owned by an individual provide the landscape for an Estate Plan. A qualified estate planning attorney might recommend certain techniques because of the type of assets a client owns. In addition, the attorney may recommend the use of various entities, like a trust, to hold title to those assets. This is the second part of a two-part series exploring the … [Read more...] about How Do I Title Thee…Part II
How Do I Title Thee…Part 1
Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate Planning Attorneys, Inc. It’s impossible to fully understand Estate Planning without considering the goals of the clients, along with their underlying assets. After all, many of the more advanced Estate Planning techniques depend upon obtaining discounts for assets and considering which technique to recommend based on a client’s assets. Some clients lack specific knowledge regarding not … [Read more...] about How Do I Title Thee…Part 1
What Assets Should You Fund Into a Living Trust? (Video)
In this video, Attorney Maggie LaBranch-Gonzales discusses what assets you should (and should not) fund into a Living Trust. To view Maggie's video on the Importance of Funding Your Trust, click on this link. Litherland, Kennedy & Associates, APC, Attorneys at Law are members of the American Academy of Estate Planning Attorneys. If you would like to learn more about the importance of estate planning, we invite you to attend one of our free estate planning seminars. … [Read more...] about What Assets Should You Fund Into a Living Trust? (Video)
Senior Living Communities (Video)
In this video, Geriatric Care Manager Dedra Jize, OT., CSA discusses the different types of Senior Living Communities. Litherland, Kennedy & Associates, APC, Attorneys at Law are members of the American Academy of Estate Planning Attorneys. If you would like to learn more about the importance of estate planning, we invite you to attend one of our free estate planning seminars. … [Read more...] about Senior Living Communities (Video)
The Importance of Funding (Video)
In this video, Attorney Maggie LaBranch-Gonzales defines what funding is, what assets you should fund into your living trust, and why you, more than anyone else, determine the effectiveness of your trust. Litherland, Kennedy & Associates, APC, Attorneys at Law are members of the American Academy of Estate Planning Attorneys. If you would like to learn more about the importance of estate planning, we invite you to attend one of our free estate planning seminars. … [Read more...] about The Importance of Funding (Video)
