Paul B. PlantJun 4, 20182 min readTrustsCMS to Simplify Medicare Plan SelectionThe CMS is taking steps to make it easier to sort through Medicare coverage options, after a report said its current search options were...
Paul B. PlantDec 5, 20173 min readElder LawBasics of Estate Planning Re: IRAsIRAs are one the trickiest assets for estate planning attorneys to handle for many reasons. First, they often are overlooked in the...
Paul B. PlantJul 6, 20163 min readTrustsDo You Have a Difficult Family?A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more...
Paul B. PlantJan 25, 20162 min readTrustsHow Long Is A Will Valid??The mere passage of time has no effect on the validity of the will. Individuals and families experience life changes every 2 to 5 years....
Paul B. PlantAug 26, 20153 min readTrustsWhat is a Third Party Special Needs Trust??Special needs trusts come in three main flavors — first-party special needs trusts, third-party special needs trusts, and pooled trusts....
Paul B. PlantJun 18, 20154 min readTrustsWho Will Receive Your Property??Great review of basic considerations before finalizing your estate plan. “Who should receive my property?” asked Helen to her attorney,...
Paul B. PlantApr 16, 20156 min readTrustsTen Reasons You Should Update Your Estate PlanYou have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are...
Paul B. PlantMar 27, 20154 min readTrustsFour Costly Estate Planning BlundersThink your documents are bulletproof? Check again to avoid these common mistakes. 1. Forgoing an expert’s review. There’s nothing wrong...
Paul B. PlantJan 6, 20155 min readElder LawWills – Perils of ProbatePublished October 24, 2014 by The United Methodist Foundation of the Tennessee and Memphis Conferences Business Owner passed away on...
Paul B. PlantNov 6, 20143 min readElder LawHow to Ensure Your Pets are Cared for After You’re GonePet trusts have become more and more popular over the years as senior pet owners are looking for ways to ensure their pets will be well...
Paul B. PlantOct 17, 20144 min readPropertySeparate & Joint PropertyPublished September 14, 2012 United Methodist Foundation for the Tennessee and Memphis Conferences “My brother Pete and I own a ranch...