Plainly Legal

A discussion of Estate Planning issues for attorneys, advisors, and clients.

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Friday, March 23, 2018

Ensuring that Inherited IRAs Benefit their Beneficiaries.

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As we have discussed in previous posts, there are many forms of trusts used in the estate planning process. While many planning strategie...
1 comment:
Friday, March 9, 2018

Property Tax Primer

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Our practice focuses on estate planning, but because estate planning deals with finance, property, taxes, and a host of other complex conce...
40 comments:
Tuesday, February 27, 2018

When to Update an Estate Plan

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We advise that estate planning is an ongoing process and that our clients should not simply put documents in the drawer and forget about th...
1 comment:
Friday, February 23, 2018

You May be Owed Millions of Dollars

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All right, we acknowledge that our title is more than a little click-baity, but today's blog does provide you with the tools to discove...
Wednesday, February 21, 2018

A Tale of Two Documents

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As we discussed in previous posts, estate planning addresses more than just post-death planning. Powers of Attorney and Patient Advocate De...
1 comment:
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