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Category: Estate Planning

Another Estate Planning Pitfall to Avoid: Not Funding a Trust

July 10, 2023 pdonehue

Continuing with the estate planning theme, people often work with an attorney to form a trust as part of their…

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Posted in: Estate Planning, Trusts Filed under: estate planning, funding a trust, trusts

Estate Planning & Conventional Wisdom?

June 16, 2023 pdonehue

Conventional wisdom is defined as a generally accepted theory or belief, and it can be dangerous – thus the above…

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Posted in: Estate Planning Filed under: conventional wisdom and estate planning, estate planning, estate planning misconceptions, estate planning pitfalls

Are You Still Working for the Wrong Reason?

May 23, 2023 pdonehue

Decisions with respect to retirement are often made without sufficient information, and it is in everyone’s best interest to diligently…

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Posted in: Asset Protection, Estate Planning Filed under: asset protection, estate planning, estate planning faq, retirement decisions

Did You Know?

May 15, 2023 pdonehue

People are sometimes surprised to discover that a comprehensive estate plan will include provisions for special needs family members and…

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Posted in: Estate Planning Filed under: estate planning, guardianships, special needs estate planning

Why Should I Create a Revocable Trust?

April 14, 2023 pdonehue

In terms of avoiding probate, it is true that there are other methods such as joint ownership or designated beneficiaries.…

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Posted in: Estate Planning Filed under: avoiding probate, estate plan, estate planning, how to avoid probate, probate, revocable trust, trusts

Estate Planning FAQ

February 28, 2023 pdonehue

People often ask the very simple question, “what exactly is estate planning?” So, simply stated, estate planning is a customized…

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Posted in: Estate Planning Filed under: estate plan, estate planning, health care power of attorney, power of attorney, what does an estate plan include, will, wills

Estate Planning Best Practices: Timely Communication

February 17, 2023 pdonehue

One often overlooked way to simplify estate planning while reducing stress is communication. Communication involves planning, being proactive and being…

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Posted in: Estate Planning Filed under: avoiding estate conflict, estate plan, estate planning, simplifying your estate plan

LLC’s & Trusts: What Can One Do for the Other?

October 31, 2022 pdonehue

One of the most useful corporate forms in use today is the Limited Liability Company, or LLC. Whether due its…

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Posted in: Estate Planning Filed under: estate planning, estate planning faq, llc, trust

You’ve Inherited an IRA – Now What?

October 11, 2022 pdonehue

Managing the IRA you just inherited can be complicated because this area of the law has recently changed. It used…

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Posted in: Estate Planning Filed under: estate planning, inheriting an IRA

To Plan or Not to Plan?

September 27, 2022 pdonehue

People often ask about the details associated with estate planning and whether or not they “really” need to have a…

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Posted in: Estate Planning Filed under: do I need an estate plan, estate planning, estate planning faq, what happens if I die without an estate plan?, why do I need an estate plan

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