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  • Home
  • Who We Are
    • About Our Firm
    • Attorney and Staff Profiles
    • Advantages of Working With Our Firm
    • Speaker Connection
  • How We Can Help
    • Business Owners & Asset Protection
    • Estate and Gift Tax Figures
    • Elder Law & Medicaid Services
    • Family-Owned Businesses & Farms
    • Incapacity Planning
    • IRA & Retirement Planning
    • LGBTQ Estate Planning
    • Minor Children & Young Adult Planning
    • Pet Planning
    • Probate and Trust Administration
    • Remarriage and Blended Family Protection
    • Special Needs Planning
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      • Elder Law Reports
      • Elder Law & Medicaid Definitions
    • Estate Planning Resources
      • Dangers of Do-It-Yourself Wills & Living Trusts
      • Estate Planning Checkup
      • Estate Planning Definitions
      • Estate Planning Reports
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
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      • Nursing Home Asset Protection
      • Probate & Trust Administration
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      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
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Estate Planning

Tax Planning for 2023

January 5, 2023 //  by Andrew Slaton-Freeman

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2023 is just starting, it’s not too early to think about planning for whatever it may bring your way.

Tax Planning for 2023Read More

The Importance of Having an Estate Plan

January 4, 2023 //  by Andrew Slaton-Freeman

We all know that we should create an Estate Plan, yet so many of us procrastinate in undertaking such an important task. Creating an Estate Plan represents a simple, yet effective way to provide comfort and stability to your family upon your death by ensuring that your assets pass in the way that you want to whom you want. Unfortunately, so many encounter a tragedy or crisis before prioritizing their Estate Plan, sometimes it is too late. As headlines often remind us, even those with significant wealth are not immune to the perils of death without an Estate Plan.

The Importance of Having an Estate PlanRead More

Estate Planning – Don’t DIY It!

November 30, 2022 //  by Regina Slaton Schauer

It’s tempting to think that by taking the time to hand-write your Will or preparing a do-it-yourself plan, you can avoid many of the issues that arise with a Will. In fact, the opposite may be true. By handwriting your Will or preparing a do-it-yourself plan, you may be creating more issues for your family.

Estate Planning – Don’t DIY It!Read More

Asset Protection and Trusts – Part II

November 17, 2022 //  by Andrew Slaton-Freeman

As part of the Estate Planning process, an attorney explores numerous topics with the client to help create a unique plan tailored to the client’s circumstances. Many estate plans use a trust as the centerpiece of the plan. Some clients want to explore asset protection and let the attorney know they want to consider offshore planning. Sometimes, offshore planning works, but often it causes additional issues.

Asset Protection and Trusts – Part IIRead More

Asset Protection and Trusts – Part I

November 2, 2022 //  by Andrew Slaton-Freeman

As part of the Estate Planning process, an attorney explores numerous topics with the client to help create a unique plan tailored to the client’s circumstances. Many estate plans use a trust as the centerpiece of the plan. Inevitably, clients want to understand the degree, if any, of asset protection that will result from the creation of a trust. There are numerous ways to achieve asset protection planning for a client.

Asset Protection and Trusts – Part IRead More

Jubilee! Discharge of Debts and Student Loan Forgiveness

November 1, 2022 //  by Andrew Slaton-Freeman

While many taxpayers may be excited about the prospect of reduced loan balances as part of Biden’s Loan Forgiveness Program, they may have questions about the potential tax consequences of that forgiveness. Under normal circumstances, creditors that discharge debt issue a corresponding Form 1099-C Cancellation of Debt to the debtor for inclusion in that year’s income. While the administration works out the kinks in the loan forgiveness plan, it’s important to understand the current provisions of the Internal Revenue Code and the general principles that govern these situations.

Jubilee! Discharge of Debts and Student Loan ForgivenessRead More

Lessons from Patagonia

October 26, 2022 //  by Andrew Slaton-Freeman

Estate planning often encompasses, at least in part, business succession planning. Many individuals own family businesses with the idea of passing the business on to the next generation. Of course, the bigger the business, the more complex that endeavor becomes. Yvon Chouinard recently made headlines when he donated 98% of his $3 billion company to an Internal Revenue Code Section 501(c)(4) organization. The move saved him millions in taxes, furthered his family’s political agenda, and embodies a creative solution to a common planning and business succession planning issue.

Lessons from PatagoniaRead More

How Should a Person With a Disability Fund a Special Needs Trust?

September 15, 2022 //  by Regina Slaton Schauer

The Special Needs Trust is a planning device that is used to provide financially for a person with a disability. How does this work? Are special needs trusts right for everyone? Read on to learn more: Government Benefit Eligibility Most of us can intuit that people with disabilities need health insurance. However, consider this– the …

How Should a Person With a Disability Fund a Special Needs Trust?Read More

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