4 Reasons to Revisit Your Powers of Attorney Jennifer McGheeJune 15, 2021powers of attorney, estate planning, estate planComment
Spendthrift Trusts Aren’t Just for Spendthrifts Jennifer McGheeMay 13, 2021gift and estate tax exemption, estate planning, spendthrift trustComment
Keep it All in the Family: Transferring Your Vacation Home Jennifer McGheeApril 27, 2021vacation home, estate planning, family limited partnership, FLP, estate planComment
Creating an Education Legacy Using a Family Education Trust Jennifer McGheeApril 2, 2021estate planning, 529 plan, family education fund, qualified education expenses, education legacyComment
Getting Sentimental Over Your Tangible Personal Property Jennifer McGheeFebruary 11, 2021estate planning, beneficiaries, revocable trust, estate plan, tangible personal propertyComment
What Does a Trustee Do? Jennifer McGheeFebruary 2, 2021estate planning, trusts, estate plan, trusteeComment
4 Questions Single Parents Should Ask About Their Estate Plans Jennifer McGheeJanuary 14, 2021single parent, estate plan, estate planning, estate taxesComment
Make Your Legacy Last by Educating Your Children about Wealth Management Jennifer McGheeJanuary 4, 2021legacy, wealth management, money management, incentive trust, estate planning, principle trustComment
2 Options for Families with Disabled Loved Ones: ABLE Accounts and SNTs Jennifer McGheeDecember 17, 2020estate planning, Supplemental Security Income, SSI, special needs trust, SNT, ABLE, Achieving a Better Life Experience, qualified disability expenseComment
Avoid These Four Estate Planning Transgressions Jennifer McGheeDecember 7, 2020estate planning, estate plan, beneficiary, living trust, tax liabilityComment