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Home / Archives for Estate Planning

529 Planning

September 11, 2019Estate Planning, Legal Education

Graduate Piggy Bank

This article focuses on how to plan using 529 Plans.  This fourth article in the series gives many insightful tip. 529 Plans: Planning for Education with a Tax and Asset Protection Bonus by Steve Hartnett <img class=" wp-image-15521 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/08/Education-300x300.jpg" alt="" width="184" height="184" />This is the fourth in a series focusing on planning for children. The first article was focused on the importance of … [Read more...] about 529 Planning

Planning for Education Expenses

September 4, 2019Estate Planning, Special Needs Planning

Graduate Piggy Bank

  In this third of four articles, we take a look at planning for those educational expenses.  The cost of education is continually on the rise.  How can you help your children or grandchildren? Planning for Education Expenses by Steve Hartnett <img class="wp-image-15521 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/08/Education-300x300.jpg" alt="" width="147" height="147" />This is the third in a series focusing on planning for children. The first article … [Read more...] about Planning for Education Expenses

Planning for Special Needs Children

August 28, 2019Estate Planning, Special Needs Planning

Boy in wheelchair

  Planning for a child who has a disability or special needs can be difficult.  This article sheds some light on this tough subject. Planning for Special Needs Children by Steve Hartnett <img class="wp-image-15503 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/07/Special-Needs-2-300x300.jpg" alt="" width="169" height="169" />This is the second in a series focusing on planning for children. The first article was focused on the importance of planning if you … [Read more...] about Planning for Special Needs Children

Planning for Step-Children

August 21, 2019Estate Planning, Legal Education, Special Needs Planning

Children

If your spouse has biological children, you may consider them your own. But, if you haven’t adopted them, they have no inheritance rights. This article looks at how to plan for step-children.   Planning for Step-Children by Steve Hartnett <img class="wp-image-15483 alignleft" src="https://www.aaepa.com/wp-content/uploads/2019/07/Step-Children.jpg" alt="" width="145" height="145" />This is the first in a series focusing on planning for children. This first … [Read more...] about Planning for Step-Children

Many Reasons for Estate Planning

July 30, 2019Estate Planning, Legal Education

Reasons for Estate Planning

Everyone Will Die Whether or not we plan to do so, each of us will face death eventually. However, by planning, we can make our passing easier and better in many ways for those we leave behind. This is the first of a series on the ways we can ease the transition through planning. This first article focuses on privacy. The next article will focus on how you leave assets to your loved ones. Let’s look at two people who die in the same car accident. It’s a tragedy for both of them and their … [Read more...] about Many Reasons for Estate Planning

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