Pet Trusts (Yes, They Are A “Thing” You Should Consider): Shelly Joyner, Associate Attorney
While a “pet trust” might sound lik...
16 June, 2021
Revocable Living Trusts
-
-
Treat Your Living Trust Like A Business: Shelly Joyner, Associate Attorney
After creating a living trust for c...
10 May, 2021 -
Top 3 Mistakes In DIY Estate Planning: Shelly Joyner, Associate Attorney
Roboplans created by an online prog...
28 April, 2021 -
$1 Bequests Are A Terrible Idea: Shelly Joyner, Associate Attorney
It’s common for people to disinheri...
24 March, 2021 -
3 Ways To Make Sure They Do The Right Thing: Jacob K. Wooley, Partner
Who will make sure my Executor or S...
14 December, 2020 -
ABLE Accounts vs. Special Needs Trusts: Jacob K. Wooley, Partner
Planning to leave a legacy for a lo...
10 December, 2020 -
Work Together: CPAs, Financial Planners, and Estate Planning Attorneys: Jacob Wooley, Partner
As an Estate Planning Attorney, I o...
14 September, 2020 -
Estate Planning for Single Parents: Jacob Wooley, Partner
No two Estate Plans are the same. E...
08 September, 2020 -
Reed v. Reed: Women’s Equality in Estate Administration: Shelly Joyner, Associate Attorney
Since 1971, August 26th is recogniz...
26 August, 2020 -
Wills vs. Trusts: How to Keep Important Matters Private: Shelly Joyner, Associate Attorney
“Back in the day”, one of the worst...
05 August, 2020 -
Trusts and Taxes, Trusts and Taxes Go Together Like….WAIT! NO THEY DON’T: Justin Crain, Partner
A number of our clients have a trus...
27 July, 2020 -
What Does The SECURE Act Really Mean To Me? Justin Crain, Partner
After our initial post about the SE...
10 February, 2020 -
The End of the Stretch IRA And More: Justin Crain, Partner
The End of the Stretch IRA The Stre...
06 January, 2020 -
Will a Revocable Trust Change My Tax Status? – Justin Crain, Partner
When a person creates a trust, it i...
18 November, 2019 -
How Do I Update My Trust When I Move To A New State? Shelly Joyner, Associate Attorney
Trusts—as opposed to wills—are more...
25 September, 2019