Paul B. PlantDec 5, 20172 minElder LawCapital Gains Tax BypassedPeter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in...
Paul B. PlantDec 5, 20173 minElder 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. PlantMay 10, 20163 minWillsThe Consequences of Dying Without A WillWhat will happen to my money and possessions if I die without a will? If you die without a will, what happens to your assets will be...
Paul B. PlantApr 16, 20155 minTrustsGifts of HomeMost families purchase their largest personal residence in their mid-forties. Families with children often need the additional space....
Paul B. PlantFeb 3, 20154 minTrustsTrusts for Creative SpendersTrusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the...
Paul B. PlantOct 17, 20144 minPropertySeparate & Joint PropertyPublished September 14, 2012 United Methodist Foundation for the Tennessee and Memphis Conferences “My brother Pete and I own a ranch...