Paul B. PlantDec 5, 20172 min readElder 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. PlantSep 13, 20172 min readTrustsTransferring Assets and the Five Year Look-backWhen an individual applies for Medicaid assistance in a nursing home, one of the first questions that is asked of them has to do with...
Paul B. PlantAug 26, 20154 min readTrustsYour 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. 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. PlantApr 16, 20155 min readTrustsGifts of HomeMost families purchase their largest personal residence in their mid-forties. Families with children often need the additional space....
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. PlantFeb 3, 20154 min readTrustsTrusts 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, 20145 min readWillsWills – Good and BadPublished November 2, 2012 United Methodist Foundation for the Tennessee and Memphis Conferences Where is the Missing Will? More than 40...
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...