The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week... [Read more...]
Planning for the SECURE Act
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but... [Read more...]
My parent/spouse has early signs of dementia, can we still do Medicaid Planning?
The first step is to determine their “capacity,” which means someone fully understands the decisions... [Read more...]
Business Succession Planning with Attorney Chip Morrison
Click Here and Watch Attorney, Chip Morrison, explain Hi, I’m Chip Morrison with Morrison Law... [Read more...]
Advanced Planning & Asset Protection Lunch & Learn
Our complimentary lunch & learn is filled for this month, but we are always happy... [Read more...]
Important Documents Locator
Help your family -- and make your executor's job easier -- by getting your paperwork... [Read more...]
How Will You Age in Place and Be Able to Die at Home?
More and more, Americans are choosing to be cared for and are dying in their... [Read more...]
Tax Planning for 2020
Planning is important for your income taxation during life as well as for any estate... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
An Estate Plan is an essential part of your planning process. But there are ways... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
An Estate Plan is an essential part of your planning process. But there are ways... [Read more...]
For Millennials Making Their Way, a Detour: To Caregiving
Here is a concern that baby boomers might not have thought of: their children could... [Read more...]
The Questions of Estate Planning, Part 6: Why
Estate Planning is often misunderstood. People often think it’s only for the really rich, the... [Read more...]
