Posts by category

Category: Advance Directives
- Four Documents That Should Be Part of Your Estate Plan
- Inheritance Planning Errors Are All Too Common
- The Anatomy of a Basic Estate Plan
Category: Advanced Estate Planning
- Donor Advised Funds: Too Good to Be True?
- Why Would Medicaid Be Relevant to a Medicare Beneficiary?
- Importance of Long Term Care Planning
- Can a Person With a Disability Establish a Supplemental Needs Trust?
- What Is the 2021 Gift Tax Exclusion?
Category: Asset Protection
- Beware of Risky Probate Avoidance Ideas
Category: Caregiver
Category: Durable power of attorney
- Updating Your Plan: Powers of Attorney
Category: Elder Care
- Illinois Medicaid Eligibility: Key Figures for 2021
- A Look at 2021 Medicare Premiums and Deductibles
Category: Elder Law
- Longevity Statistics Put Long-Term Care into Perspective
- Trust vs. Will: Which One Is Right for You?
- Enjoy the Comforts of Home With a Medicaid Waiver
- Can Medicaid Take Your Home?
- Alzheimer’s Fuels Elder Law Concerns
- Medicaid Planning: Important Facts and Figures
Category: Elder Law and Medicaid Planning
Category: Estate Planning
- An Overview of Medicare Out-of-Pocket Expenses
- Your Estate Plan Should Be Updated Along the Way
- Yes, Estate Planning Is Important for Millennials
- Anniversary of Jim Morrison’s Death Provides an Estate Planning Lesson
- These Legislative Measures Would Expand Taxes on Inheritances
- An Overview of Five Interesting Trusts
- Three Key Estate Planning Tips
- Proactive Planning Can Prevent an Estate Contest
- Life Insurance Can Serve Multiple Purposes
- Can You Dissolve a Trust?
- Joint Tenancy Problems in Estate Planning
- Updating Your Plan: Your Trust or Will
- An Overview of IRA Rules for Beneficiaries
- Will My Estate Be Taxed?
- Attend to These Finer Estate Plan Details
Category: Estate Planning
- Estate Planning Reduces Stress During High Anxiety Times
- Can You Give Lifetime Gifts to Avoid Estate Taxes?
- Using Disclaimers to Achieve Client Goals
- Revocable Trusts Are Not Always Treated the Same as an Individual
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- It’s Important to Have a Coordinated Estate Plan
- Roth IRAs Can Be a Great Planning Strategy: Basics
- Taxation of Nongrantor Trusts
- Is a Handwritten Will Legal in Illinois?
- Tax Reporting with Trusts
- Advantages of Using a “Grantor Trust” in Planning
- Trust Distribution Standards May Be Very Broad
- Dangers of Do-It-Yourself Estate Planning
- ABLE Accounts Complement Special Needs Trusts
- Plan Now for the Incredible Shrinking Exclusion
- Use It Before It’s Gone
- The Role of the Estate Planning Attorney
- Exploding Home Values Can Lead to Estate Tax Liability
- Learning and Camaraderie at the Academy Summit
- CRT: Best Tool for Proposed Tax Changes?
- Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
- Beneficiary Designations and the SECURE Act Basics
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- Starting the New Year Right
- Dynasty Trusts
- Updating Your Plan: Beneficiary Designations
- Tax Planning for 2021
- Preparing for the Unexpected…and the Eventual
- What the 2020 Election Could Mean for Your Estate Plan
- Low-Interest Loans: An Estate Planning Technique
- Fair Isn’t Always Equal and Vice Versa
- Debunking Three Estate Planning Myths
- A Time for Thanks and Community
- Staying Current is Especially Important in the Pandemic
- Chadwick Boseman Demonstrates the Importance of Planning
- Removing Life Insurance from the Taxable Estate
- The Basics: Powers of Attorney for Healthcare
- Avoiding Family Chaos in the Coronavirus Age
- Your Planning Can Help Your Loved Ones
- Tax Planning for 2020
- Giving Back
- Naming a Trust as Beneficiary of an IRA
- What Happens to Your Money if You Die and Your Spouse Remarries?
- Aretha Franklin Died Intestate: What Does It Mean for Her Family?
Category: Estate Planning
- Do You Avoid Probate If You Have a Will?
- Learning and Camaraderie at the Academy Summit
- Tax Proposals Could Alter Estate Planning Landscape
- What Is a HIPAA Release?
- It’s Better to Give, Especially This Year
- Domestic Asset Protection Trusts
Category: Fiduciaries
Category: Financial Planning
Category: General
- Planning for Illness is Important as Pandemic Continues
- Stepped-Up Basis may be in Jeopardy
- Five Estate Planning Moves to Make Before Year-End
- COVID-19 Preparedness
- Because We Love Them To The Moon and Back
- My Father’s Legacy
Category: Gifting
Category: Health Care Documents
Category: Health care planning
Category: health insurance
Category: HIPAA
Category: Incapacity Planning
Category: Inheritance Planning
Category: insurance
Category: Legacy Planning
Category: Legal education
Category: Life Insurance
Category: Living Trusts
Category: Long Term Care
Category: Medicaid
Category: Online Accounts
Category: Pet Planning
- A Pet Trust Can Assuage Longevity Concerns
Category: Planned Giving
Category: Power of Attorney
Category: Probate
Category: Retirement Planning
- SECURE Act 2.0 Is Moving Right Along
- Is There a Social Security Cost-of-Living-Adjustment for 2021?
Category: Special Needs Planning
Category: Special Needs Trust
Category: transfer on death
Category: Trusts
Category: Wills

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