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  • How We Can Help
    • Business Owners & Asset Protection
    • Estate and Gift Tax Figures
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    • Family-Owned Businesses & Farms
    • Incapacity Planning
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      • What Can a Pet Trust Do For You?
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      • Dangers of Do-It-Yourself Wills & Living Trusts
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      • Estate Planning Definitions
      • Estate Planning Reports
      • How to Attack Estate Planning for the First Time
      • Questions to Answer During an Estate Plan Review
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      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
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      • Nursing Home Asset Protection
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Andrew Slaton-Freeman

What It Means to Disclaim

June 1, 2023 //  by Andrew Slaton-Freeman

Disclaimers are an effective Estate Planning tool for the Trust and Estate Practitioner. They allow the disclaimant to alter an Estate Plan if they follow the statutory requirements exactly. Disclaimers can be tricky but when used correctly, achieve great results for a client.

What It Means to DisclaimRead More

Can Estate Planning Help to Prevent Elder Abuse?

May 4, 2023 //  by Andrew Slaton-Freeman

As loved ones and parents age, they become more vulnerable to fraudulent schemes. This article explores how a solid estate plan can help protect the elderly from becoming victims. Read on to learn more.

Can Estate Planning Help to Prevent Elder Abuse?Read More

Could Using Specific Bequests Cost Beneficiaries?

April 27, 2023 //  by Andrew Slaton-Freeman

Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article explores how specific bequests may provide unintended results. Read on to learn more.

Could Using Specific Bequests Cost Beneficiaries?Read More

How do Entities Enter Estate Planning?

April 13, 2023 //  by Andrew Slaton-Freeman

More and more families own property, assets, and businesses together. Using an entity to govern operations provides stability by allowing continued operation upon the death of an owner. When the governing agreement and estate planning documents of a deceased owner conflict, unintended, potentially litigious, results occur. Read on to learn more.

How do Entities Enter Estate Planning?Read More

Drafting and Emergencies – Plan Proactively!

March 30, 2023 //  by Andrew Slaton-Freeman

Individuals who undertake Estate Planning want to ensure that their plan works the way it’s intended. When clients neglect to consider Estate Planning on a regular basis, they set themselves up for failure. Waiting until an emergency arises almost guarantees that the plan will fail when needed the most. Estate Planning completed under duress can lead to unfavorable results. Read on to learn more.

Drafting and Emergencies – Plan Proactively!Read More

Interest Rates and Estate Planning – Part II

March 21, 2023 //  by Andrew Slaton-Freeman

As interest rates continue to climb, Estate Planning practitioners look to different planning techniques to take advantage of rising rates. Two common estate planning techniques work well in higher-interest rate environments.

Interest Rates and Estate Planning – Part IIRead More

Interest Rates and Estate Planning – Part I

March 16, 2023 //  by Andrew Slaton-Freeman

Interest rates were at historic lows for many years. Those rates have begun to rise in recent months and may continue to do so. Practitioners need to monitor interest rates in order to advise clients regarding the most effective Estate Planning strategies in any environment.

Interest Rates and Estate Planning – Part IRead More

Love and Your Estate

March 14, 2023 //  by Andrew Slaton-Freeman

Instead of thinking about chocolates or flowers this Valentine’s Day, let’s focus on a practical way to demonstrate our love by creating an Estate Plan. If you don’t yet have an estate plan, now’s a great time to make an appointment with an Estate Planning attorney to talk about your particular situation, along with your goals and any long-term concerns that you may have. If you already have an Estate Plan, demonstrate your love by ensuring that the plan accomplishes your objectives. If the plan needs updating, make an appointment with a qualified Trusts and Estates practitioner to review the documents and make recommendations for you.

Love and Your EstateRead More

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