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. PlantJul 6, 20161 minTrustsThe Best Way to Help a Grandchild with CollegeA college education — even at a highly rated private institution — was once regarded as a relatively affordable route to lifelong...
Paul B. PlantAug 26, 20154 minTrustsYour Living Trust ChoicesThe living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are...
Paul B. PlantAug 26, 20153 minTrustsWhat 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. PlantFeb 3, 20154 minTrustsHelping Children TomorrowParents and children often have a different perspective on saving and spending. Parents of retirement age today were born during the...
Paul B. PlantJan 6, 20155 minElder LawWills – Perils of ProbatePublished October 24, 2014 by The United Methodist Foundation of the Tennessee and Memphis Conferences Business Owner passed away on...