What Kind of Trust Is Right for You?

Benjamin LongTrusts, Wills

Understanding Trusts: A Brief Overview “Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys …

What Is a SLAT in Estate Planning?

Benjamin LongTrusts

Understanding SLATs in Estate Planning “If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax …

What Are Typical Estate Planning Documents?

Benjamin LongEstate Planning Attorney, Power of Attorney, Trusts, Wills

Essential Estate Planning Documents Overview “If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for …

Can I Be Sure My Estate Plan Works?

Benjamin LongEstate Planning, Estate Planning Attorney, Executor, Trusts

Avoiding Common Estate Planning Mistakes “Your estate plan is much more likely to be successful, when you recognize and avoid the most common mistakes and …

Making the Most of Exemptions and Flexibility in Gifting

Benjamin LongTrusts

Introduction to Gift Planning with Flexibility “Federal estate, gift and GST tax exemptions are currently at historic highs ($11.58 million per individual in 2020). These …

Different Trusts for Different Estate Planning Purposes

Benjamin LongBeneficiaries, Special Needs, Trusts

Benjamin E. Long, Founding Attorney – Estate Planning and Probate Law As the founding attorney at Schlagel Long, LLC, in Olathe, Kansas, Benjamin E. Long …

Don’t Overlook Key Parts of Estate Plan

Benjamin LongEstate Planning Attorney, Guardians, Healthcare, Power of Attorney, Trusts, Wills

Benjamin E. Long: Ensuring Comprehensive Estate Planning Amid Changing Times In an era where unforeseen circumstances like the COVID-19 pandemic have highlighted the criticality of …

Why Everyone Needs an Estate Plan

Benjamin LongAdvanced Directive, Estate Planning, Guardians, Probate, Trusts, Wills

The Importance of Estate Planning “If you think of estate planning as something only ultra-wealthy people need to do, you’re not alone. That’s a common …

Inherited IRAs Require Careful Handling

Benjamin LongBeneficiaries, IRA, RMDs, Survivor Benefits, Trusts

Navigating the Complex World of Inherited IRAs “One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give …

Take Advantage of Tax Laws Now

Benjamin LongEstate Planning Attorney, Estate Tax, Exemption, Trusts

Utilize Current Tax Laws Before Potential Changes “If you like the way the laws are today, you need to take advantage of them now, before …