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Kelly Holloway: EHDH Estate Planning
Recent Activity
Do You Need a Power of Attorney?
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“When it comes to a power of attorney document, you don't seem to need it – until you suddenly, desperately do.” Continue reading
Posted yesterday at EHDH Estate Planning
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Medicaid Crisis Plans for Long Term Care Costs
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“In general, estate planning is a practice that requires forward thinking. However, sometimes estate planning must occur in the midst of a crisis.” Continue reading
Posted yesterday at EHDH Estate Planning
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What’s the Difference between a Living Will and a DNR Order?
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“Q: Is there a difference between a ‘living will’ and a ‘do not resuscitate’ order?” Continue reading
Posted yesterday at EHDH Estate Planning
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Is Now a Good Time for a Roth Conversion?
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“A Roth conversion involves liquidating assets in a tax-advantaged account like a traditional IRA or 401(k), paying taxes on the withdrawal, and then funding a Roth IRA. In the short run, investors will pay taxes (more on that below).” Continue reading
Posted yesterday at EHDH Estate Planning
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Can Trusts Help Create Wealth?
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“One type of trust, the qualified perpetual trust, can be used to pass assets down to your beneficiaries, decade after decade.” Continue reading
Posted yesterday at EHDH Estate Planning
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Why You Need a Digital Asset Estate Plan
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“…Ajemian’s account became the source of a nearly decade long legal battle that raised a salient question: Who can access your digital accounts after your death?” Continue reading
Posted Aug 8, 2022 at EHDH Estate Planning
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Why Do I Need a Will?
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“There’s always plenty of time to get your affairs in order, until you get run over by a cement truck.” Continue reading
Posted Aug 8, 2022 at EHDH Estate Planning
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Can Beneficiary Designations Be Challenged?
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“Retirement accounts fall into a category of assets that pass to heirs directly outside of the will and are not subject to probate. That is, if the paperwork is in order.” Continue reading
Posted Aug 8, 2022 at EHDH Estate Planning
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IRS Extends Time to File Portability Exemption Relief to Five Years
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“The IRS issued a revenue procedure (Rev. Proc. 2022-32) Friday that allows estates to elect ‘portability’ of a deceased spousal unused exclusion (DSUE) amount as much as five years after the decedent's date of death.” Continue reading
Posted Aug 8, 2022 at EHDH Estate Planning
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Are Testamentary Trusts a Good Idea?
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“A testamentary trust can control your assets after death. However, there may be a better option available, experts say.” Continue reading
Posted Aug 8, 2022 at EHDH Estate Planning
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Questions You Should Ask Your Estate Planning Attorney
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Creating an estate plan is a personal and often emotional undertaking, making the selection of your estate planning attorney of the utmost importance. Here are some questions you should ask your estate planning attorney to determine if they are the right person for the job. Why did they pick estate... Continue reading
Posted Aug 3, 2022 at EHDH Estate Planning
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How to Keep Your Child’s Inheritance Out of Your In-Law’s Hands
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About 40 to 50 percent of all marriages in the United States end in divorce. Regardless of how you feel about your child’s spouse, you must face the possibility that they could become your child’s ex-spouse. Should that day come, the money you leave to your child could be subject... Continue reading
Posted Aug 3, 2022 at EHDH Estate Planning
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What Is a Nongrantor Trust?
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Every trust has at least one grantor, also known as the trustmaker, i.e., the person who creates the trust. So, it can be confusing when terms like grantor trust and nongrantor trust are used. It is helpful to understand that neither of these terms refers to the existence or nonexistence... Continue reading
Posted Aug 3, 2022 at EHDH Estate Planning
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What To Do if Your Trustee Is Unresponsive
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A trustee has a duty under the law to communicate with beneficiaries and keep them reasonably informed as to the progress of the trust administration. Depending on your state’s law, such duty to inform may require the trustee to give beneficiaries a copy of the trust document, provide information regarding... Continue reading
Posted Aug 3, 2022 at EHDH Estate Planning
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Think Your Estate Plan is Complete? Make Sure You’re Not Missing These Important Points
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Roughly two-thirds of Americans do not have an estate plan, according to a recent survey from Caring.com.[1] If you are among the minority of US adults who have prepared a will, living trust, and other end-of-life documents, you may think that your estate plan is settled. But you might want... Continue reading
Posted Aug 3, 2022 at EHDH Estate Planning
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Right of Occupancy Trust: A Trust to Protect Your Home and Your Loved Ones
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Estate planning is about protecting you and your loved ones. Sometimes this can be a difficult endeavor when there is a loved one who may require additional support at your death. While you may want to give as much as possible to this individual, you may not want to do... Continue reading
Posted Aug 3, 2022 at EHDH Estate Planning
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What are Alternatives to Guardianship?
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“We all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.” Continue reading
Posted Aug 3, 2022 at EHDH Estate Planning
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How to Plan in a Time of Uncertainty
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“Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.” Continue reading
Posted Aug 3, 2022 at EHDH Estate Planning
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Can You Leave an IRA to a Beneficiary?
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“Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.” Continue reading
Posted Aug 3, 2022 at EHDH Estate Planning
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What Is the Purpose of a Marital Deduction Trust?
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“If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.” Continue reading
Posted Aug 2, 2022 at EHDH Estate Planning
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How are Capital Gains in Irrevocable Trust Taxed?
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“Investors use irrevocable trusts to protect their assets from creditors, lawsuits and estate taxes. However, when you sell a home in an irrevocable trust, that can complicate your tax situation.” Continue reading
Posted Aug 1, 2022 at EHDH Estate Planning
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Do You Lose Benefits If You Retire Early?
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“Claiming Social Security before full retirement age (FRA) has consequences–namely, that you'll get stuck with a lower monthly benefit for life.” Continue reading
Posted Jul 25, 2022 at EHDH Estate Planning
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Can Estate Planning Reduce Taxes?
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“Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.” Continue reading
Posted Jul 25, 2022 at EHDH Estate Planning
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Do You Lose Benefits If You Retire Early?
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“Claiming Social Security before full retirement age (FRA) has consequences–namely, that you'll get stuck with a lower monthly benefit for life.” Continue reading
Posted Jul 25, 2022 at EHDH Estate Planning
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Who Inherited Chadwick Boseman’s Estate?
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“Without a will, many families usually fall out over their dead relatives’ assets—no matter how small or large.” Continue reading
Posted Jul 25, 2022 at EHDH Estate Planning
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