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Family Dynamics in Estate Planning – How Should We Navigate Them?
Estate Planning for Young Adults: Why It’s Never Too Early to Start
What are GRATs?
Planning for Your Pets: Pet Trusts and Other Options
Have you heard of a “rabbi” trust?
Quick Guide to Probate
Our Efforts to End Alzheimer’s
What It Means to Disclaim
Can Estate Planning Help to Prevent Elder Abuse?
Avoid This Common Mistake That Can Erase Lifetime Legacies
Charitable Planning in Times of Crisis
Could Using Specific Bequests Cost Beneficiaries?
When Might I Pay Capital Gains Taxes?
The Importance of Being Earnestly Insured
Estate Planning for the Youthful
Why to Update Your Beneficiaries
The Kiddie Tax – No Child’s Game!
How do Entities Enter Estate Planning?
Guardianship: Planning for Your Children’s Future
Evolution of our Unified Estate and Gift Tax System
Application of the Updated Life Expectancy Tables
A Beginner’s Guide to Advance Healthcare Planning
What is Cryptocurrency?
Drafting and Emergencies – Plan Proactively!
What is a “Durable Power of Attorney?”
Who is Marion Levine? How do they affect your life insurance?
Is Your Estate Plan Lacking?
Interest Rates and Estate Planning – Part II
Interest Rates and Estate Planning – Part I
Life Insurance and Estate Planning – Now What?
Love and Your Estate
Lessons from Lisa Marie
Planning for Incapacity and Long-Term Care – A Short Guide
Estate Tax Planning – 4 Tools to Minimize Your Liability
Jimmy Carter – What is hospice care? What are its goals?
What is Probate? How do I Avoid it?
The Not-So Transparent Corporate Transparency Act
That Giving Feeling
Do I Trust You? Part III
Do I Trust You? Part II
Choosing Your Executor
What if I Don’t Trust My Trustee? – Part I
Do I Trust You? Part I
How Do I Title Thee…Part II
How Do I Title Thee…Part 1
Common Mistakes in Estate Planning – Part V
Common Mistakes in Estate Planning – IV
Review Your Estate Plan Today for a Better Tomorrow
Common Mistakes in Estate Planning – Part III
Common Mistakes in Estate Planning – Part II
Common Mistakes in Estate Planning – Part I
Just When You Thought You Understood the 10-Year Rule, Think Again
Creating a Durable Power of Attorney
Talking Trusts… and Taxation
Transfer for Value and the Sale of Life Insurance
Easy Business Succession Planning
International Estate Planning
What’s Stopping You From Creating an Estate Plan?
Tax Planning for 2023
The Importance of Having an Estate Plan
The History of Christmas
How Estate Planning for a Family May Trap the Unwary Practitioner
Scams Against the Elderly – Part II
Scams Against the Elderly – Part I
What Happens if You Die Without a Will or Trust?
Choosing the right attorney
Planning for Pets
Does Your Estate Plan Address Incapacity?
What About Remarriage?
Estate Planning – Don’t DIY It!
Alzheimer’s Looms Large for Seniors
Our Gratitude
Asset Protection and Trusts – Part II
Newman’s Own: Dressings, Drama, and the Sauce
Does Your Estate Plan Have These Core Documents?
Veterans Day – A History
Powers of Appointment – Who Holds the Power?
Choosing Your Fiduciary
Election Day!
AAEPA Summit (Fall 2022) – Coronado Island
Asset Protection and Trusts – Part I
Day of the Dead – Día de los Muertos. What is it? How is it celebrated, and what does it mean?
Jubilee! Discharge of Debts and Student Loan Forgiveness
Origins of Halloween
Planning for the “Silver Tsunami”
Lessons from Patagonia
Understanding Undue Influence – Part I
How Should a Person With a Disability Fund a Special Needs Trust?
Financial Portability… And You!
What does the “Inflation Reduction Act” do… for you?
Digital Death Planning
What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053
What Is Probate? Why Do People Avoid It?
5 Uncommon Trusts Demystified
Three Essential Tips to Help Plan Your Estate
Do You Have the Essentials? 5 Estate Planning Documents
Will Medicaid Want Your Home?
Domestic Trusts – Are You “Qualified?”
IRAs and Inheritances
You Should Use a Living Trust If… (5 reasons)
Don’t Let the State Plan Your Estate!
What to do When Will Contests Terrorize You
Spring 2022 Summit Recap – Austin Adventures!
Why Use a Trust?
Coordination in Estate Planning
Five Top Tips – Estate Planning
BIG Estate Planning Mistakes
What Makes a Will or Trust Invalid
Trust or Will?
Does Medicare Cover Nursing Home Care?
Why Do People Avoid Probate?
The Role of the Estate Planning Attorney
Tax Changes With New Administration?
What the 2020 Election Could Mean for Your Estate Plan
Hospital – What to Pack When Family Can’t Visit
Welcome To Our New Blog

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Regina Schauer
Alan Schauer
Andrew Trevor Slaton-Freeman
Eloise Tiller

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