Legal Education Archives - Page 4 of 5 - Clarity Legal Group®

Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

My friend Steve Hartnett, Director of Education for the American Academy of Estate Planning Attorneys has a clear blog post addressing the … [Read more...] about Beneficiary Designations, etc., Aren’t a True Substitute for a Trust

Planning to Avoid Too Much SALT

The 2018 changes in the federal tax laws were a mixed bag. One of the disadvantages for many tax payers was the new cap of $10,000 on … [Read more...] about Planning to Avoid Too Much SALT

You Never Know: Planning for the Unexpected

This article from my good friend, Steve Hartnett, the Director of Education at the American Academy of Estate Planning Attorneys, examines … [Read more...] about You Never Know: Planning for the Unexpected

Planning for Frequent Flyer Miles

This is a post from my friend Steve Hartnett, the Director of Education at the American Academy of Estate Planning Attorneys, about the … [Read more...] about Planning for Frequent Flyer Miles

Planning for the International Client

Estate planning for the international client can be tricky. In this post, my friend Steve Hartnett, the Director of Education for the … [Read more...] about Planning for the International Client

6 Important Estate Planning Considerations – Part 2: Long-Term Care

Many considerations must be addressed in an estate plan, not just who gets whatever’s left after your death. Long-Term Care expenses are an … [Read more...] about 6 Important Estate Planning Considerations – Part 2: Long-Term Care

6 Important Estate Planning Considerations – Part 1: Incapacity

One of the most important considerations in an estate plan is incapacity planning. This article describes how an estate plan provides … [Read more...] about 6 Important Estate Planning Considerations – Part 1: Incapacity

Age-Related Retirement Milestones

Retirement takes planning. This article includes milestone ages, such as when you must begin taking distributions from retirement plans. The … [Read more...] about Age-Related Retirement Milestones

Basics of Estate Planning: Lack of Coordination

Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education, American Academy of Estate Planning Attorneys, Inc. This is … [Read more...] about Basics of Estate Planning: Lack of Coordination

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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