You may be surprised to learn that your assets may not go to those named in your Will. If you have assets controlled by beneficiary designations or other non-probate transfers, this may be the case. Read on to learn how a Will might not control all your assets. Read on to learn more. … [Read more...]
Estate Planning Conference Discusses SECURE Act and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. The SECURE Act was the biggest topic this time. Read on to learn more. … [Read more...]
Planning for the SECURE Act
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. This article examines some planning strategies for dealing with the SECURE Act. Read on to learn more. … [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 they are going to make. When you come into our office, if there is a concern about capacity we will ask you to contact their physician and ask for a statement from them on your loved one’s ability to make these decisions. If it is determined that your loved one has capacity, then we would need to ensure that there is an incapacity plan in place to preserve the ability to do future planning with … [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 Group. If you own a successful business, chances are you have some idea of how you want your business to proceed after you’re gone. Despite this, many small business owners are legally unprepared in the case of their death, disability, or in the case of their retirement. It is imperative that business owners above a certain age address succession planning, so that their business can continue to … [Read more...]
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