Posts Categorized: Estate Planning

Fall Summit 2025: Accountability in Action

Nov 3, 2025 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

The best Estate Planners know that staying current on the latest trends and developments is essential to serving their clients with excellence. That’s why the American Academy of Estate Planning Attorneys hosts its semi-annual conference,...

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What Makes a Will or Trust Invalid

Jun 2, 2022 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

Clients often worry about the execution of their plan after death. Sometimes, individuals fail to see their complicity in the destruction of their plan. Numerous ways exist to invalidate an Estate Plan. A qualified Estate...

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You’ve Been Named The Trustee of Someone Else’s Estate: What Now?

Jan 24, 2022 / By: Lantz Law, Inc.

Category: Attorney, Blog, Estate Planning, Estate Planning, Trusts

You’ve been named Successor Trustee of someone else’s estate… …and that person is now deceased. You may or may not have known about your nomination for that position.  But in any case, after you have...

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It’s Better to Give, Especially This Year

Jan 2, 2021 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

Ordinarily, charitable deductions are only available as an itemized deduction. When you file your federal taxes, you have an option to take itemized deductions or the standard deduction. The standard deduction in 2020 is $12,400...

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Shrunken Asset Values Open Estate Planning Opportunities

Jul 22, 2020 / By: Lantz Law, Inc.

Category: Estate Planning, legal education

COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. Not only has COVID-19 been challenging healthcare systems, but the social distancing required to combat the virus has also rocked financial markets....

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Protecting Your Assets – Part 1

May 12, 2020 / By: Lantz Law, Inc.

Category: Estate Planning, General, Medicaid, Nursing Homes

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Planning from A Distance: Elder Law & Estate Planning

Apr 6, 2020 / By: Lantz Law, Inc.

Category: Elder Law, Estate Planning

As we have recently seen, the unexpected can happen at any time in our lives. Life is full of uncertainties that seem to sneak up on us when we least expect them. The best we...

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