Understanding How FDIC Insurance Coverage Applies
At 1:00 am on Monday, March 6, 1933, President Roosevelt, who had taken his first oath of office a mere 36 hours earlier, declared a bank...
top of page
Search
Adam Bartsch
- Nov 1, 2022
- 1 min
Charitable Watchdogs Assist with Wise Giving
The end of the year is approaching, which means it is time to brace yourself for the deluge of charitable solicitations arriving via...
10
Adam Bartsch
- Sep 1, 2022
- 1 min
Planning a Proper Digital Legacy
Estate planning is mostly about the big picture issues of who fulfills the important fiduciary role of executor, who will be the guardian...
10
Adam Bartsch
- Jul 1, 2022
- 1 min
The Origin of Spendthrift Clauses in Estate Planning
It has been an active term for the U.S. Supreme Court. Which prompted me to ask: What is the most important Supreme Court decision...
10
Adam Bartsch
- May 1, 2022
- 1 min
Maintaining Your Estate Plan Binder
Clients often bring their estate plan binder with them when coming in for their free annual review meeting. Some clients are surprised to...
00
Adam Bartsch
- Mar 1, 2022
- 1 min
Tips on Locating Missing Assets
Not applicable. These two words can save you a lot of time and effort. When a loved one passes, one of the most time-consuming tasks for...
180
Adam Bartsch
- Jan 3, 2022
- 1 min
What to Do When the Death of a Loved One is Imminent
Many of us have lived through those times when the death of a loved one is imminent. We know certain things ought to be done while time...
70
Adam Bartsch
- Nov 1, 2021
- 1 min
Naming a Trusted Contact to Protect Your Family
America’s 65-and-older population has been growing faster than any other age group for at least a decade, coinciding with the first Baby...
120
Adam Bartsch
- Sep 1, 2021
- 1 min
Treating Your Children Differently in Your Estate Plan
There are a number of good reasons to treat your children differently in your will or trust. These include a situation where one child...
150
Adam Bartsch
- Jul 1, 2021
- 1 min
Are Advance Directives Working As Intended?
Advance directives have been around nearly 50 years. Are they working as intended? For instance, have most citizens completed an advance...
110
Adam Bartsch
- May 1, 2021
- 1 min
Qualified Personal Residence Trusts
In the field of advanced planning, there are ways to shrink your estate (to reduce your estate tax liability), and there are ways to get...
70
Adam Bartsch
- Mar 1, 2021
- 1 min
Guardianships for Adults
There are many situations where guardianship for an adult might be needed during the late stages of life. What I hear most frequently is...
50
Adam Bartsch
- Jan 1, 2021
- 1 min
Family Loans Benefit When Interest Rates are Low
With interest rates perched at historically low levels, many people are feeling the pain of decreased dividends and income from their...
40
Adam Bartsch
- Nov 1, 2020
- 1 min
Going from Good to GRAT
In times like these, it can require effort to find any silver linings. And yet they do exist. Historically low interest rates are...
40
Adam Bartsch
- Sep 1, 2020
- 1 min
What to Do After an Alzheimer's Diagnosis
You noticed some changes. Some more pronounced than others. You raised your concerns with your doctor and took some cognitive tests. Now...
60
Adam Bartsch
- Jul 1, 2020
- 1 min
Planning a Funeral
Few of us know much about funeral planning. And that can be a problem. When we need funeral services for a loved one who has died, we...
40
Adam Bartsch
- May 1, 2020
- 1 min
Remote Signings
The “new normal” of social distancing and related measures to combat the coronavirus is with us for an indefinite time. Certainly many...
80
Adam Bartsch
- Apr 1, 2020
- 1 min
Special Edition: Estate Planning Jokes
Editor’s Note: Due to the challenging times we face, I thought a little humor could brighten your day. These are estate planning jokes I...
2050
Adam Bartsch
- Mar 1, 2020
- 1 min
SECURE Act a Mixed Bag for Retirement Plans
Perhaps overlooked by many because it was signed into law only five days before Christmas, the Setting Every Community Up for Retirement...
60
Adam Bartsch
- Jan 1, 2020
- 1 min
Revoking a Will
Wills can be easily amended or revoked, sometimes intentionally and sometimes by an event that changes our presumptions of what the...
30
bottom of page