Estate planning attorneys need to understand and explain taxation of trusts in order to properly advise…
Category: ESTATE PLANNING
What Makes a Will or Trust Invalid
Attorneys often answer questions relating to the validity of Estate Planning documents. Sometimes, the testator or…
What Are the Responsibilities of the Probate Court?
As estate planning and elder law attorneys, we are intimately connected to the probate court. One…
Are Living Trust Distributions Taxable?
A living trust is the ideal estate planning tool for a wide range of different people.…
Passing Generational Wealth Top Concern For Millennials, Survey Says
More than two-thirds (67%) of investors believe in passing generational wealth on to their heirs,…
How To Plan For Wealthy Clients Who Are Waiting For Inheritances
Surveys show that even currently wealthy Americans believe they’ll need future inheritances to maintain their…
FP Alpha Launches AI-Driven Estate Planning Tool
Fintech company FP Alpha this week unveiled a new tool that it says allows financial…
https://www.aaepa.com/2022/05/ultimate-social-media-cheat-sheet-character-limits-best-days-times-to-post/
Creating a social media marketing calendar for your law firm can certainly be challenging! There’s so…
Avoid These Estate Planning Missteps
We have worked with families that are trying to deal with estate planning mistakes that were…
Remarriage Can Create Estate Planning Concerns
There are many different legal devices that can be used to satisfy a wide range of…