Anderson, Dorn & Rader Blog

November 29, 2021
How A Fender Bender Might Affect Your Estate Planning

In the words of George R. R. Martin’s fictional characters from the noble house Stark, “Winter is coming.”  Along with this change of seasons comes a change in driving conditions […]

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October 30, 2021
Are Your Trust Funds Titled Correctly?

An estate plan can provide significant peace of mind by ensuring your assets are protected, plans are in place if you become ill, and your property is passed down according to your wishes.

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October 15, 2021
Estate Planning Awareness Week 2021

An estate plan can provide significant peace of mind by ensuring your assets are protected, plans are in place if you become ill, and your property is passed down according to your wishes.

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September 28, 2021
How You Can Prepare for the Reduction in the Estate Tax Exemption

In the attempt to progress towards a modern US tax system, the Biden administration has proposed a number of changes to the current tax code. According to a publication released […]

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August 27, 2021
Everything You Need To Know About Selecting A Successor Trustee

Trusts are an essential part of legacy and estate planning as they provide the best security over a person’s assets during and after life. A trust allows a grantor, or […]

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July 28, 2021
Planning to Receive An Inheritance? Check Out These Essential Tips

When we think of estate planning, we often think about preparing our accounts and property to go to our loved ones in a tax-efficient way, protected from probate, disgruntled heirs, […]

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June 20, 2021
Important Things to Consider When Leaving an Inheritance to Your Grandchildren

During estate planning, the beneficiaries are likely to change over time. It’s common for grandchildren to be added into the plan as they come, which will require several amendments from […]

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May 21, 2021
President Biden’s First One Hundred Days: Looking Back and Planning Ahead

This year has been unprecedented from a political perspective in many ways. President Joe Biden stepped into office facing huge obstacles related to the COVID-19 pandemic, an economy battered by […]

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April 9, 2021
Financial Literacy Month: Are All of Your Financial Ducks in a Row?

In March 2004, the Senate passed Resolution 316, which officially recognized April as National Financial Literacy Month. Both Houses of Congress have passed similar resolutions since then designed to encourage financial […]

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March 17, 2021
Celebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future

In 1984, Congress issued a resolution, signed by President Reagan, establishing March 21st as National Single Parent Day: a day devoted to recognizing the dedication of single parents, who make […]

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February 25, 2021
Millennials, You Need an Estate Plan Too

As millennials (born 1981 to 1996), you are well known for your distinctiveness as a group. Your generation has followed paths and set goals that are decidedly different from those […]

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January 25, 2021
The Roadmap for Successor Trustees of Revocable Living Trusts: Schedule A, Schedule B, and Schedule C

The primary purposes of a Revocable Living Trust are to avoid Probate Court's costs at death and a guardianship proceeding should the creator of the Trust (the Trustor) become incapacitated […]

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December 15, 2020
Getting Ready for 2021

This year is quickly coming to a close. For many of us, December 31 cannot come soon enough, as 2020 has been anything but a walk in the park. The […]

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October 29, 2020
Who Gets My Assets If I Die With No Will?

The statistics that are compiled to get a feel for the estate planning preparedness of American adults are not encouraging. Sometimes a particular publication will start to track the progress […]

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October 13, 2020
Myths We Tell Ourselves About Estate Planning

Estate planning can be a very difficult process. While it’s not brain surgery, making the decision to move forward with the planning requires us to face the fact that we […]

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June 8, 2020
Living Trusts Streamline the Estate Administration Process

Far too many people automatically assume that a last will is the right asset transfer vehicle, but this is a shortsighted perspective. There are many different types of trusts that […]

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May 20, 2020
Estate Planning: Cover These Bases

Estate planning attorneys always emphasize the fact that there is no one universal approach that is right for each and every person. The optimal way to proceed will depend upon […]

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January 28, 2020
Planning for those with Special Needs

If you have a person in your life who has a disability, your plans for the future must include making sure your loved one is cared for.  Unfortunately, many people make […]

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