The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education and learning for and inspiring excellence in its Members. Read on to learn more about the unique experience at the Spring Summit 2024 conference.
Estate Planning
How To Choose Guardians
I say, “Choose a guardian for your children,” and your knee-jerk answer is your parents or a very close friend. How about choosing alternates in case your first choice is unable to take on the role? What attributes do you want in a guardian? Do you want the guardian to handle your child’s money […]
What Taylor Swift Can Teach Us About Estate Planning
Regardless of your feelings about her music, her attendance at National Football League games, or anything else related to the popstar, it’s hard to argue that Taylor Swift isn’t a cultural phenomenon. In 2023, Taylor launched a multi-city tour that broke records for attendance, sales, merchandising, and gross revenue; the Federal Reserve credited her with boosting the country’s economy; and Time magazine named her Person of the Year. While interesting, these statistics only tell part of the story. When Taylor Swift takes action, her legions of fans, called “Swifties,” take notice. Often, blogs about celebrities focus on what went wrong, here, it’s about what went right.
Avoiding Scams After the Death of a Loved One
When it comes to making money, scammers don’t think about the people they are victimizing. All they focus on is increasing their income by whatever means necessary. That said, certain groups of people are at a higher risk of being targeted than others. Not surprisingly, those who are in mourning are one of the categories […]
Estate Plans: Know the Basics
In addition to thinking about how you want your assets to be distributed and who you want to include as beneficiaries of your estate, the estate planning process can help you have a say in how your assets are dispersed. Starting the estate planning process early is wise because you can ensure that your preferences […]
Beware of State Estate and Inheritance Taxes
Estate and inheritance taxes are both types of taxes levied on the transfer of property at death, but they operate differently: An estate tax is levied on the estate of the deceased, while an inheritance tax is levied on the heirs of the deceased. There is a federal estate tax, which generally affects only the […]
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