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Home » Archives for academy

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Basics of Estate Planning: Portability

November 21, 2017 by academy

What is “portability” and how is it elected? This article discusses these topics and explains some shortcuts that can be taken when filing a return only for portability. Read on to learn more. … [Read more...] about Basics of Estate Planning: Portability

Filed Under: Estate Planning, Legal Education Tagged With: 706, Estate Planning, estate tax return, portability

Basics Of Estate Planning: Advising Clients On Selecting Fiduciaries

November 2, 2017 by academy

Overland Park Trust Administration

Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education,American Academy of Estate Planning Attorneys, Inc. This is another in a series of blogs on the basics of estate planning. Often, one of the most difficult choices for a client to make is the selection of people to make decisions for them. These fiduciaries may have great control over the client’s affairs, typically at times when the client would be most vulnerable or already gone. Let’s take a look at the … [Read more...] about Basics Of Estate Planning: Advising Clients On Selecting Fiduciaries

Filed Under: Estate Planning, Legal Education

Basics Of Estate Planning: Choosing A Roth Or Traditional IRA (Or 401k)

October 17, 2017 by academy

Roth and Traditional accounts each have their merits. This blog examines the differences between the two. Blog Author: Stephen C. Hartnett, J.D., LL.M. (Tax), Director of Education,American Academy of Estate Planning Attorneys, Inc. This is another in a series of blogs on the basics of estate planning. In this blog, we’ll look at the differences between a Roth and a traditional IRA (or 401k). We’ll also look at considerations in choosing between them. With a traditional IRA (or 401k), … [Read more...] about Basics Of Estate Planning: Choosing A Roth Or Traditional IRA (Or 401k)

Filed Under: Estate Planning, Legal Education

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OKLAHOMA CITY, OK
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