Uncategorized
Imagine walking through a serene forest with sunlight filtering through the trees. Instead of rows of headstones and manicured lawns found in traditional cemeteries, where concrete vaults and metal…
Estate Planning, Uncategorized
The IRS released the final regulations to the SECURE Act on July 18, 2024. Although regulations mostly mirror the 2022 proposed regulations, they include some clarifications and changes.
I read an article last week that served as a sobering reminder of why it’s crucial to plan for the unexpected.The article was about a Pennsylvania couple…
Estate Planning, Odds and Ends, Uncategorized
Cybercriminals are using AI to mimic the voices of our family members. Learn how to protect yourself from voice-cloning scams.
A Miller Trust, or qualified income trust, is an irrevocable trust that allows individuals qualify for Medicaid long-term care services, such as nursing home care, when they earn…
An Irrevocable Life Insurance Trust, or “ILIT” is an irrevocable trust that own life insurance. Historically, Americans have used ILITs as a vehicle to make gifts to beneficiaries…
Uncategorized, Wacky Wills, Wills
Last July, I stumbled upon an ancient Will while visiting the Ashmolean Museum in Oxford. As an estate planning lawyer, I was delighted. Will of Naunakhte The Will, written…
Estate Planning, Retirement and End of Life Care, Uncategorized
Attorney Rania Combs provides some helpful tips for navigating conversations with someone who is grieving after the loss of a loved one.
The Risk of DIY Planning, Uncategorized, Wills
Estate planning is as important for small estates as for large ones. We all have the potential of becoming incapacitated. Therefore, having documents in place that allows trusted…
“I don’t plan to die next week,” my clients often tell me. They convince themselves there is no urgency in completing or finalizing their estate plans. The truth is…