In this Vlog, Attorney Justin M. Kennedy discusses the Repeal the Death Tax Act Initiative. This video was published on 4/12/22. Please note that this initiative did not receive enough signatures to make the November 2022 ballot You can view the fact sheet on the Repeal the Death Act Initiative here. … [Read more...] about Repeal the Death Tax Act Initiative (VIDEO)
Interview with Dementia Counselor Tami Anastasia Part Two – Progression of Dementia and Driving (VIDEO)
In this video, Litherland, Kennedy & Associates Geriatric Care Manager Dedra Jize interviews Dementia Counselor Tami Anastasia about the Progression of Dementia and Driving. This is the second in a series of video discussions between Dedra and Tami and we are excited to be able to provide these helpful resources on dementia and caregiving. Visit Tami Anastasia's website https://tamianastasia.com/ for information on Caregiver Counseling, Caregiver Support Groups, Dementia Resources … [Read more...] about Interview with Dementia Counselor Tami Anastasia Part Two – Progression of Dementia and Driving (VIDEO)
Attorney Justin M. Kennedy Appointed to the Board of Governors of the American Academy of Estate Planning Attorneys
The American Academy of Estate Planning Attorneys has appointed Attorney Justin M. Kennedy to the Academy’s Board of Governors. In his new capacity, Justin will serve as an advisor and help guide the direction of the national member organization. He joins eight other attorneys from around the country on the prestigious Board, which is the most important advisory panel to the senior management team at the Academy. Board members participate in research and development and provide feedback on all … [Read more...] about Attorney Justin M. Kennedy Appointed to the Board of Governors of the American Academy of Estate Planning Attorneys
Interview with Dementia Counselor Tami Anastasia (VIDEO)
In this video, Litherland, Kennedy & Associates Geriatric Care Manager Dedra Jize interviews Dementia Counselor Tami Anastasia about her new book "Essential Strategies for the Dementia Caregiver - Learning to PACE Yourself." This is the first in a series of video discussions between Dedra and Tami and we are excited to be able to provide these helpful resources on dementia and caregiving. To view Part Two in this series of interviews with Dementia Counselor Tami Anastasia regarding … [Read more...] about Interview with Dementia Counselor Tami Anastasia (VIDEO)
What Everyone Should Know about the New FDIC Regulations
Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate Planning Attorneys, Inc. Most estate planners recommend creating a basic estate plan, usually with a revocable trust as the centerpiece. Revocable trusts provide an easy, yet effective way to avoid probate in most states. In those states in which probate is not a concern, Estate Planning attorneys use trusts to provide asset and creditor protection or to protect a beneficiary from … [Read more...] about What Everyone Should Know about the New FDIC Regulations
Cruising During a Pandemic
by Dedra Jize, OT., CSA Geriatric Care Manager, Litherland, Kennedy & Associates, APC, Attorneys at Law My husband and I are those people who have loved cruising for decades. We enjoy getting snippets of foreign lands and only unpacking once. We usually meet fun and interesting people and love the culinary delights both on the ship as well as on land. We had signed up for an Australian cruise for December 2020 but then Covid-19 hit earlier that year and all plans for cruising vanished for … [Read more...] about Cruising During a Pandemic
State Income Taxation of Social Security Benefits
The pandemic has had a long-lasting influence on our culture, including encouraging relocation at previously unheard-of levels. Imagine the surprise of a recently relocated retiree who discovers that their previously untaxed Social Security benefits are now included in their taxable income at the state level. Taxation of these benefits could have a serious impact on their lifestyle and may provide a less beneficial financial picture than was first thought. Want to know whether your state taxes … [Read more...] about State Income Taxation of Social Security Benefits
Disaster Scenario Beneficiary
In this Vlog, Attorney Justin M. Kennedy discusses who inherits from an estate if every named beneficiary has passed away. … [Read more...] about Disaster Scenario Beneficiary
Happy Valentine’s Day 2022
Happy Valentine's Day from Litherland, Kennedy & Associates! This year, our office made Valentine's Day cards to share with seniors at Lincoln Glen Assisted Living and Skilled Nursing Facility ❤️ … [Read more...] about Happy Valentine’s Day 2022
Start 2022 the Right Way
Blog Author: Tereina Stidd, J.D., LL.M. (Tax), Associate Director of Education, American Academy of Estate Planning Attorneys, Inc. Welcome to 2022! Most of us have left 2021 without hesitation – many had high hopes that 2021 would bring the end of COVID-19 and a return to normalcy and yet we face another variant as we usher in 2022. While things may not have gone the way we hoped in 2021, we can start 2022 prepared for anything by getting our estate plans in order. The tumultuous events … [Read more...] about Start 2022 the Right Way
