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Kelly Holloway: EDHD Estate Planning
Recent Activity
Can Mom Leave a Home to Daughter but Not Grandchildren?
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“If you want a legal plan that avoids probate court, there are two options: first, an enhanced life estate deed, and second a living trust. Each has its pros and cons.” Continue reading
Posted yesterday at EHDH Estate Planning
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Why You Need an Advance Directive Right Now
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“COVID-19 is quickly becoming the leading cause of death in the United States. As of today, Indiana has over 37,000 cases of COVID-19 and over 2,100 deaths. That is why articulating your wishes regarding end-of-life health care, is more important than ever.” Continue reading
Posted 2 days ago at EHDH Estate Planning
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How Can You Disinherit Someone and Be Sure it Sticks?
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“Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are unfortunately estranged from an adult child, only because of the problematic son-in-law or daughter-in-law.” Continue reading
Posted Jul 1, 2020 at EHDH Estate Planning
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Using Retirement Funds in a Financial Crisis
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“U.S. has been making it easier for people to access long-term savings for emergencies, trading future financial security to stay afloat.” Continue reading
Posted Jul 1, 2020 at EHDH Estate Planning
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Why You Need an Estate Plan, Especially Now
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“It's never too early to start working on how your things will be handled, once you pass away.” Continue reading
Posted Jun 30, 2020 at EHDH Estate Planning
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How Does a Constructive Trust Work?
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“Certain types of trusts, however, may only be used in very specific situations and a constructive trust is one of them.” Continue reading
Posted Jun 30, 2020 at EHDH Estate Planning
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How a Charitable Remainder Trust Works
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“The most well-known ‘death’ tax is the Federal Estate and Gift Tax. However, the reality is that few people really have to worry about the cost of federal estate taxes.” Continue reading
Posted Jun 29, 2020 at EHDH Estate Planning
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What You Need to Know about Trusts
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“Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.” Continue reading
Posted Jun 19, 2020 at EHDH Estate Planning
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Update Will at These 12 Times in Your Life
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“It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.” Continue reading
Posted Jun 19, 2020 at EHDH Estate Planning
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Quirk in Medicare System’s Observation Status
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“Unfortunately, over a decade, the number of observation stays has increased exponentially and is being used, even when patients have a diagnosis and have been admitted by their own physicians.” Continue reading
Posted Jun 19, 2020 at EHDH Estate Planning
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Elder Financial Abuse Fraud Occurs, When No One’s Watching
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“Take, for example, the sad and sordid tax case of Mary Ellen Cranmer Nice vs. United States of America, which would not have existed if an attentive financial advisor hadn't noticed the large IRA distributions that were allegedly stolen right from under a matriarch’s nose.” Continue reading
Posted Jun 19, 2020 at EHDH Estate Planning
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Are You Making the Most of the SECURE and CARES Acts?
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“There have been several law changes that affect IRAs passed since December 2019.” Continue reading
Posted Jun 19, 2020 at EHDH Estate Planning
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Your Children Wish You Had an Estate Plan
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“Without a proper elder law estate plan, the children’s responsibilities are even more exhausting, stressful and sad.” Continue reading
Posted Jun 12, 2020 at EHDH Estate Planning
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Tapping an Inherited IRA?
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“When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you're a beneficiary, you have to decide how you're going to use it—a decision that's a little more complicated this year than it normally is.” Continue reading
Posted Jun 12, 2020 at EHDH Estate Planning
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Don’t Shrink Your Estate with Last Minute Tax Planning
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“Estate planning strategies such as family limited partnerships and gifts to charitable trusts are part of an estate planning professional’s toolbox to achieve client goals, such as minimizing taxes, effectuating philanthropic plans, teaching younger generations about a family business and passing on wealth.” Continue reading
Posted Jun 12, 2020 at EHDH Estate Planning
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Protecting a Digital Legacy
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“The world exists just as much online, as it does offline. Failing to recognize that when planning for the end of life, can lead to unexpected repercussions for survivors.” Continue reading
Posted Jun 12, 2020 at EHDH Estate Planning
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What Exactly Does an Executor Do?
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“Whether you’re planning ahead for your own heirs or have been asked to serve as executor for someone else, it pays to understand what the role requires.” Continue reading
Posted Jun 12, 2020 at EHDH Estate Planning
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What Happens when Mom Refuses to Create an Estate Plan?
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“If there's a family member or a friend in your life who refuses to do their will and get their estate in order, here are some tips to finally get them to take action.” Continue reading
Posted Jun 11, 2020 at EHDH Estate Planning
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Alzheimer’s, Dementia and other Brain Diseases Require Special Estate Planning Steps
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“Covid-19 or Coronavirus has created health worries and fear for everyone. For those with underlying health issues, which include multiple sclerosis, Parkinson’s disease, Alzheimer’s disease, or other brain diseases, those concerns are even more pronounced.” Continue reading
Posted Jun 10, 2020 at EHDH Estate Planning
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How Does a Spendthrift Trust Protect Heirs from Themselves?
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“What steps can be put into place to ensure an adult child, who makes poor decisions, will be secure after the death of the parent? The main asset is life insurance.” Continue reading
Posted Jun 9, 2020 at EHDH Estate Planning
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Estate Planning Basics for Difficult Times
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“With all these anxieties and unknowns weighing on your mind, it might feel like there’s suddenly a pressing need to get your affairs in order―just in case.” Continue reading
Posted Jun 9, 2020 at EHDH Estate Planning
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Understanding GRATs in Estate Planning
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“Simultaneously, T&E practitioners are well aware of the primary risk posed by a GRAT; namely, the mortality of a grantor during the GRAT’s term.” Continue reading
Posted Jun 5, 2020 at EHDH Estate Planning
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How the CARES Act has Changed RMDs for 2020
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“Here is what you need to know about delaying required withdrawals from a retirement account until 2021.” Continue reading
Posted May 29, 2020 at EHDH Estate Planning
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Estate Planning Options to Consider in Uncertain Times
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“External events that cause reflection are good reminders to update estate planning documents.” Continue reading
Posted May 29, 2020 at EHDH Estate Planning
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What Is an Advance Directive, and Why You Need This Document?
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“To put it bluntly, what if you were in a serious accident or were suddenly rushed to the hospital with COVID-19 symptoms or another life-threatening illness, and you were unable to make health care decisions for yourself?” Continue reading
Posted May 29, 2020 at EHDH Estate Planning
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