Tips on Creating an Estate Plan that Benefits a Child with Special Needs Estate Planning, special needsCathy Jackson LeitnerJune 25, 2024Special Needs Planning, Estate Planning
Essential Estate Planning Insights for LGBTQ+ Couples Estate PlanningCathy Jackson LeitnerJune 9, 2024Estate Planning, LGBTQ+ Estate Planning
Maximizing Tax Benefits: Deducting Long-Term Care Insurance Premiums for Retirees Retirement Planning, Long Term Care, Estate PlanningCathy Jackson LeitnerMarch 12, 2024Retirement Planning, long term care, Tax PlanningComment
2024 Updates to Gift and Estate Tax Exemptions: Navigating the New Limits Estate Planning, Retirement PlanningCathy Jackson LeitnerFebruary 6, 2024Estate Planning, Financial Planning, Retirement PlanningComment
What Is a Gun Trust?: Estate Planning Q&A Estate Planning, TrustsCathy Jackson LeitnerJanuary 16, 2024Comment
Reducing the Risk of a Family Fight in Probate Court Estate PlanningCathy Jackson LeitnerDecember 19, 2023Estate Planning, ProbateComment
Support a Charity – and Your Loved Ones – With a CLAT Estate Planning, TrustsCathy Jackson LeitnerDecember 5, 2023Comment
Mitigating the Impacts: Sunsetting the Tax Cuts and Jobs Act Estate Planning, Retirement Planning, Incapacity PlanningCathy Jackson LeitnerNovember 14, 2023Comment
Inherited Retirement Accounts: Minimizing Tax Consequences Retirement Planning, Estate PlanningCathy Jackson LeitnerSeptember 5, 2023Comment
What Is Required of an Executor? Estate Planning, Retirement Planning, Incapacity PlanningCathy Jackson LeitnerJuly 18, 2023Comment
Understanding the Differences Between a Living Trust and an Irrevocable Trust Estate Planning, Incapacity Planning, Retirement PlanningCathy Jackson LeitnerJuly 11, 2023Comment
Critical Estate Planning Documents to Have in Place in Light of COVID-19 Estate Planning, Incapacity PlanningCathy LeitnerApril 13, 2020COVID-19, CoronavirusComment
