Tag Archives: Estate Planning

Estate Planning Considerations for Millennials

By Ashley Thompson on November 17, 2015 Posted in Estate Planning

I am a millennial. I grew up in the age of the Internet, computers, and text messaging. I had my first cell phone in late elementary school, where I mastered the game of Snake on a one-inch square screen. My generation then progressed past dial-up Internet, Game Boy, and CD players to smartphones, apps, and … Continue Reading

ACTEC Wealth Advisor App Offers Powerful Planning Tool for Wealth Management Professionals

By Scott Bent on January 29, 2014 Posted in Estate Planning, Estate Tax, Income Tax, Tax

The American College of Trust and Estate Counsel (ACTEC) is a national association of leading trust and estate attorneys. ACTEC contributes to the field of trusts and estates law through scholarship, teaching, and bar leadership activities. BakerHostetler’s private wealth planning attorneys have a long and active history with ACTEC. Recently, BakerHostetler’s participation helped with the … Continue Reading

Estate Planning Documents of Married Clients Should Be Reviewed

By BakerHostetler on June 12, 2013 Posted in Estate Planning

Authored by: Bob Brucken (Retired Partner) Estate plans for married clients typically provide first for the surviving spouse, in a manner that avoids estate tax at the first spouse’s death and minimizes that tax at the second spouse’s death. This is often accomplished by including technical and often lengthy “marital deduction formula clauses” in the … Continue Reading

Tools for Digital Assets and Digital Information

By Christopher Fidler on June 5, 2013 Posted in Digital Assets

The popular media and estate planning commentators have raised the profile of “digital assets” as being an emerging area of importance as individuals undertake and review their personal estate planning. This post describes how several existing, commonly utilized estate planning tools are well suited to the particular demands of planning for digital assets. First, for … Continue Reading