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Home / Archives for Charlie Amen

Charlie Amen

What’s Retirement Got to Do with it?

January 19, 2023

Estate Planning, Legal Education

As more and more Baby Boomers retire, many wonder where they should spend their golden years. Each person’s unique facts and circumstances should inform that decision, including, without limitation, the various taxes imposed by each state. The findings in this article might surprise you. Read on to learn more. … [Read more...] about What’s Retirement Got to Do with it?

Filed Under: Estate Planning, Legal Education

Refresh and Reset: Syncing up in San Diego

January 12, 2023

Estate Planning, income taxation, Legal Education

The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education on selected topics designed to inspire excellence in its Members. Read on to learn more about the unique experience at the Fall Summit 2022 Conference. Read on to learn more. … [Read more...] about Refresh and Reset: Syncing up in San Diego

Filed Under: Estate Planning, income taxation, Legal Education

Estate Planning Reduces Stress During High Anxiety Times

December 16, 2021

Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, guardianship, health care power of attorney, living trust, probate, property power of attorney, revocable trust, will

During times of high stress such as tragedy or emergency, we tend to feel helpless. This article explores how a comprehensive estate plan helps reduce anxiety in uncertain times. Read on to learn more. … [Read more...] about Estate Planning Reduces Stress During High Anxiety Times

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, guardianship, health care power of attorney, living trust, probate, property power of attorney, revocable trust, will

Changing “Irrevocable” Trusts Through Use of a Trust Protector

November 4, 2021

Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, irrevocable trust, Trust modification, trust protector, trusts and estates

Advisors often include irrevocable trusts as part of a comprehensive estate plan to achieve both tax and non-tax goals. The use of irrevocable trusts can cause apprehension because of the perception that irrevocable trusts are inflexible in changing circumstances. This article explores how the use of a trust protector may provide flexibility in an irrevocable trust to address these concerns. Read on to learn more. … [Read more...] about Changing “Irrevocable” Trusts Through Use of a Trust Protector

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, estate planning, irrevocable trust, Trust modification, trust protector, trusts and estates

Advantages of Using a “Grantor Trust” in Planning

October 14, 2021

Estate Planning, Legal Education Tagged With: attorney, consumer, grantor trust, planning

Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust. Usually, the substantial owner is otherwise known as the “grantor” or “trustor.” Grantor trusts can be quite useful in tax planning. Read on to learn more. … [Read more...] about Advantages of Using a “Grantor Trust” in Planning

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, grantor trust, planning

Tax Reporting with Trusts

September 30, 2021

Estate Planning, Legal Education Tagged With: attorney, consumer, grantor trust, planning

Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust. Usually, the substantial owner is otherwise known as the “grantor” or “trustor.” Nongrantor trusts are trusts which are not grantor trusts. But, what is the tax reporting for grantor and nongrantor trusts? Read on to learn more. … [Read more...] about Tax Reporting with Trusts

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, grantor trust, planning

Roth IRAs Can Be a Great Planning Strategy: Advanced

August 5, 2021

Estate Planning, Legal Education Tagged With: attorney, consumer, Estate Planning, IRAs, planning, Roth

This is the second in a two-part series on Roth IRAs. The first part reviewed the basics of Roth IRAs. Read on to learn more. … [Read more...] about Roth IRAs Can Be a Great Planning Strategy: Advanced

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, Estate Planning, IRAs, planning, Roth

It’s Important to Have a Coordinated Estate Plan

August 3, 2021

Estate Planning, Legal Education Tagged With: attorney, beneficiary designations, consumer, Estate Planning, joint tenancy, POD, revocable trust, TOD

There are many parts to an Estate Plan. The Revocable Trust is just one part. It’s important to coordinate the various parts of the Estate Plan. Read on to learn more. … [Read more...] about It’s Important to Have a Coordinated Estate Plan

Filed Under: Estate Planning, Legal Education Tagged With: attorney, beneficiary designations, consumer, Estate Planning, joint tenancy, POD, revocable trust, TOD

Revocable Trusts Are Not Always Treated the Same as an Individual

July 29, 2021

Estate Planning, Legal Education Tagged With: attorney, consumer, Estate Planning, federal taxes, IRA, local taxes, revocable trust, sales tax

A revocable trust is treated the same as the individual for most purposes. But for some narrow purposes it can be treated differently. Read on to learn more. … [Read more...] about Revocable Trusts Are Not Always Treated the Same as an Individual

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, Estate Planning, federal taxes, IRA, local taxes, revocable trust, sales tax

Roth IRAs Can Be a Great Planning Strategy: Basics

July 27, 2021

Estate Planning, Legal Education Tagged With: attorney, consumer, Estate Planning, IRAs, planning, Roth

Roth IRAs can be a great planning strategy. They can save taxes and help in many ways. Read on to learn more. … [Read more...] about Roth IRAs Can Be a Great Planning Strategy: Basics

Filed Under: Estate Planning, Legal Education Tagged With: attorney, consumer, Estate Planning, IRAs, planning, Roth

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