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Home » Legal Education

Legal Education

Leaving Assets Can Be Tricky – Part 3

January 15, 2021 by Stephen Hartnett

Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. For example, if you have a beneficiary with special needs, you must take special care. Read on to learn more. … [Read more...] about Leaving Assets Can Be Tricky – Part 3

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, distribution, special needs, children

What the 2020 Election Could Mean for Your Estate Plan

January 8, 2021 by Stephen Hartnett

The November elections are over. What was the outcome of the election? What changes could come about as a result? What do those possible changes mean for your estate plan? Read on to learn more. … [Read more...] about What the 2020 Election Could Mean for Your Estate Plan

Filed Under: Estate Planning, Legal Education Tagged With: Biden, Democrats, Election 2020, Republicans, Trump

Preparing for the Unexpected…and the Eventual

January 1, 2021 by Stephen Hartnett

The world is an unusual place. Things you’d never expect to happen sometimes actually do happen. There are natural disasters and unusual phenomenon. It’s important to prepare, not just for the unexpected but the eventual, as well. Read on to learn more. … [Read more...] about Preparing for the Unexpected…and the Eventual

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, unexpected, disasters, eventual, preparing

Generational Wealth is Key to Leveling the Playing Field

December 25, 2020 by Stephen Hartnett

Generational wealth is wealth earned by one generation and passed on to the next. Generational wealth is key to allowing the next generation to be free from the burden of having to live hand-to-mouth and allows them to pursue an education and build a career or business to build a better life for themselves. Read on to learn more. … [Read more...] about Generational Wealth is Key to Leveling the Playing Field

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, generational wealth, minorities

The Basics: Powers of Attorney for Healthcare

December 18, 2020 by Stephen Hartnett

Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health care. This article concerns the Healthcare Powers of Attorney and Advance Directives. Read on to learn more … [Read more...] about The Basics: Powers of Attorney for Healthcare

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning

Use the Exclusion or Lose It

December 11, 2020 by Stephen Hartnett

Currently, each person can give $11.58 million during life or at death. However, that amount will be cut in half by January 1, 2026. It may go down even sooner. Read on to learn why and how you should use it before you lose it. … [Read more...] about Use the Exclusion or Lose It

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, exclusion, clawback, SAFE trust

Planning for Incapacity

December 4, 2020 by Stephen Hartnett

There is more to estate planning than disposing of your assets after your death. Planning for your incapacity is just as important. Read on to learn more about how incapacity planning can save you and your loved ones' anxiety. Read on to learn more. … [Read more...] about Planning for Incapacity

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, revocable trusts, incapacity, title company

Will Your Estate Plan Still Work If You Move?

November 27, 2020 by Stephen Hartnett

Before the pandemic, Americans were more mobile than ever. When you move, you have to change your address, your voter registration, and all sorts of other things. But, do you need to revise your estate planning documents? Like with many things in law, it depends on your situation. Read on to learn more. … [Read more...] about Will Your Estate Plan Still Work If You Move?

Filed Under: Estate Planning, Legal Education, Uncategorized Tagged With: Estate Planning, revocable trust, community property, differences, moving

Building Flexibility into Your Plan

November 20, 2020 by Stephen Hartnett

There are all sorts of formalities to an estate plan. Does that mean you can’t change anything by yourself? Read on to learn how your estate plan, if done properly, can give you the flexibility to make changes by yourself as to certain assets. Read on to learn more. … [Read more...] about Building Flexibility into Your Plan

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, tangible personal property list, estate planning letter

Assignment and Nominee

November 3, 2020 by Stephen Hartnett

What’s an “Assignment and Nominee” agreement and what does it do? Some attorneys use such an agreement as a belt and suspenders approach to funding. Read on to learn more. … [Read more...] about Assignment and Nominee

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Funding

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