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Estate Planning Business Succession

What Should You do If It Is Possible an Elderly Parent Is Being Scammed?

In the wake of the coronavirus pandemic, many older adults are more socially isolated than ever—and thus more vulnerable to being financially victimized.
04/08/22 • by: Grogan Law, PLLC
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Common Estate Planning Mistakes

Your last will and testament is one of the most important legal documents that you will ever make. It allows you to direct where you want your property, guardianship and debts to go after you die, and allows you to appoint an executor to act out your wishes.
04/07/22 • by: Grogan Law, PLLC
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What are Biggest Estate Planning Mistakes?

Beyond not making a will at all, here are the biggest mistakes that estate planning attorneys see clients make.
04/04/22 • by: Grogan Law, PLLC
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What are Penalties When Contributing to or Withdrawing From Retirement Accounts?

Building and living off a nest egg is tough. However, you can make the situation even more difficult if you run afoul of some key laws governing retirement accounts.
03/29/22 • by: Grogan Law, PLLC
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How Can I Obtain a Power of Attorney for My Dad?

For those of us involved as care providers for someone having difficulty handling his/her own affairs, whether it’s a family member or not, requires that we have the legal authority to do what’s in that person’s best interest.
03/28/22 • by: Grogan Law, PLLC
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Estate Planning Tools and the Ones You Must Have

Like DMX and Prince, many Black Americans have failed to participate in the estate planning process.
03/25/22 • by: Grogan Law, PLLC
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Do You Need a Revocable or an Irrevocable Trust?

There are two main kinds of trusts: revocable and irrevocable.
03/22/22 • by: Grogan Law, PLLC
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When Can Estate Assets Be Distributed?

Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
03/18/22 • by: Grogan Law, PLLC
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Is a Bypass Trust Necessary?

The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.
03/17/22 • by: Grogan Law, PLLC
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Can Estate Planning Reduce Taxes?

Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
03/16/22 • by: Grogan Law, PLLC
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