Alzheimer’s Looms Large for Seniors
As estate planning attorneys, the specter of Alzheimer’s Disease looms in our minds. How can we plan for the steady progression of this disease? What if a client becomes incapacitated? Will we lose a person who is both a client and a friend? Most people have at least heard of Alzheimer’s, but how much do […]
Our Gratitude
Running a small business isn’t always easy, is it? As a local business and family operation, the Slaton Schauer Law Firm, PLLC understands the struggles that small businesses face. Unexpected expenses, strategic planning, and succession issues if something should happen to us are issues we have to consider. Even with all these factors in mind, […]
Asset Protection and Trusts – Part II
As part of the Estate Planning process, an attorney explores numerous topics with the client to help create a unique plan tailored to the client’s circumstances. Many estate plans use a trust as the centerpiece of the plan. Some clients want to explore asset protection and let the attorney know they want to consider offshore planning. Sometimes, offshore planning works, but often it causes additional issues.
Does Your Estate Plan Have These Core Documents?
Everyone knows that estate planning is important, but how do we get started with it? Let’s get started by breaking it down into pieces. What are the four components of a basic, solid estate plan? Will or Trust This is the centerpiece! It answers this question – “how will my loved ones actually receive my […]
Veterans Day – A History
The history of Veterans Day here in the United States is closely related to our involvement in World War I. Our Armistice with Germany went into effect on the 11th hour of the 11th day of the 11th month – “the guns fell silent,” to use the popular quote. The brutal conflict that had raged […]
Powers of Appointment – Who Holds the Power?
Estate Planning attorneys balance competing interests when creating estate plans. Uncertainty about the future concerning taxes and each beneficiary’s situation requires flexibility in an Estate Plan. Powers of appointment offer Estate Planning attorneys a way to add flexibility to a plan without complication. When creating powers of appointment, it’s important to consider not only the reason for including the power but also the way it needs to be exercised
Election Day!
Although most issues related to elections are tangential to estate planning, it’s worth keeping local elections in mind. Local politicians are the most relevant to our daily lives, and are both the easiest to contact and most motivated to resolve day-to-day issues. They are also significant when it comes to concerns such as property taxes, […]
AAEPA Summit (Fall 2022) – Coronado Island
This year’s AAEPA Fall Summit– one of two summits each year hosted by the American Academy of Estate Planning Attorneys– will be located in lovely Coronado Island, California. Although the Slaton Schauer Law Firm, PLLC can’t make it in person this time, we’d like to congratulate our friends on their trip and wish them safe […]