Posts Categorized: legal education

Do You Need a Spendthrift Trust?

Do You Need a Spendthrift Trust? A Spendthrift Trust You create a trust to protect, preserve and pass on your wealth to your heirs. But how do you keep your family money safe, not only...

Read more »

6 Reasons Why You Need An Estate Plan

6 Reasons Why You Need An Estate Plan 6 Reasons Why You Need an Estate Plan – Although we typically associate the term “estate” with the ultra-wealthy, estate planning is not just for the rich....

Read more »

What to Do When Someone Dies

A CHECKLIST TO HELP GET IMPORTANT TASKS COMPLETED AFTER A LOVED-ONE DIES… By: Linnea Crowther (Legacy.com) When Someone Dies… After a loved one has died, there’s so much that needs to be done. Having a...

Read more »

Retirement: It’s not Just About the Money

Many factors go into retirement decisions. This article examines some of those factors. Being financially prepared is one aspect. Having your estate planning in order is another. But, being socially and psychologically ready for retirement...

Read more »

A Special Option for Special Kids

When planning for children with special needs, it takes special care to preserve their eligibility for public benefits. An ABLE account is a new way to preserve eligibility while gaining tax advantages. Read on to...

Read more »

No Charitable Deduction in 2018?

The tax bills passed by the House and Senate would eliminate deductibility of state income tax and nearly double the standard deduction, dramatically reducing the number of people who would benefit from itemizing their deductions....

Read more »

New Year’s Greetings

Congress passed a new tax law just before leaving for the holidays. The new law temporarily doubles the estate, gift, and GST exemption. The law increases the standard deduction and limits deductions for state and...

Read more »