Our Estate Planning Blog

A Place for Planning, Learning, and Living

Our blog offers practical guidance on estate planning, administration, and related topics that matter to Alaskans. Here, you will find articles that explain complex concepts in clear terms, provide updates on the law, and offer insight into planning for both today and the years ahead.

Our Blog

A place for planning, learning, and living.

May 2, 2025

Choosing the Right Trustee: Practical Factors to Consider

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February 7, 2025

SECURE Act: Highlights from the Final Regulations

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October 4, 2024

Umbrella Insurance: A Deeper Dive

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May 2, 2024

IRA Rollovers, Transfers, and Cashouts . . . Oh My!

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January 5, 2024

Now is the Time to Plan for 2026

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September 8, 2023

Post-Mortem Administration Series, Part IV: What You Need to Know About Your Inheritance Trust

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May 2, 2023

Post-Mortem Administration Series, Part III: How Do Your Beneficiaries Receive Their Inheritance?

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January 6, 2023

Post-Mortem Administration Series, Part II: What Happens to Your Trust When the Surviving Trustmaker Dies?

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September 1, 2022

Post Mortem Administration Series, Part I: With a Joint Trust, What Happens to Your Property when the First Spouse Dies?

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May 4, 2022

What Do I Do With All These Passwords?

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January 12, 2022

Generations Estate Tax Summary: The Year Ended the Way It Started

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August 27, 2021

Gifting as an Estate Planning Tool

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April 26, 2021

Implementing Portability Into Your Estate Planning

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January 11, 2021

Planning for 2021: Top Five

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September 14, 2020

Should I Make My IRA Payable to a Charitable Remainder Trust?

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May 18, 2020

Transitions in the Era of COVID-19

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January 2, 2020

What Happens to Your Social Security Number When You Die?

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October 1, 2019

Business Succession Planning: A Process, Not an Event

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May 1, 2019

Safe Deposit Boxes and Your Estate Planning

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December 1, 2018

Considerations Regarding Disinheritance: Alaska Case Law Update

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October 1, 2018

What is a Living Probate?

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May 1, 2018

Estate and Gift Tax Exemption Increased to $11.2 Million

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December 1, 2017

Aircraft and Watercraft Liability Protection

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July 1, 2017

Tell the World When Doing Business as a Limited Liability Company

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January 1, 2017

Gifting: Wise Strategies for Wealth Transfer

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July 1, 2016

Who Is In Charge?

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October 1, 2015

IRA Rules: Key Points About IRA Inheritance & Distribution

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July 1, 2015

De-Cluttering Your Life: Improve the Ease of Estate Administration

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April 1, 2015

Prepare for the Worst, Expect the Best: Making Emergency Room Visits Less Scary

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December 1, 2014

Inherited IRAs: Naming Your Beneficiary

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October 1, 2014

What is Portability? …and What Does it Mean to You?

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April 1, 2014

Broken Wills of the Rich and Famous

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December 1, 2013

The Family Meeting: An Essential Part of Your Estate Plan

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October 1, 2013

Donating from Your IRA: Contributing in a Way that’s Good for Others and Good for You

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July 1, 2013

Estate Tax Law Certainty: Congress Makes Estate Tax Exemption Permanent at $5 Million

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December 1, 2012

Ten Things That Can Complicate an Estate Plan

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October 1, 2012

Keeping It Simple

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July 1, 2012

Foley & Foley Celebrates Silver Anniversary

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December 1, 2011

The IRA Charitable Rollover: A Great Way to Support your Favorite Charity

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March 1, 2011

The Living Trust: A Super Power of Attorney

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October 1, 2010

Are You a Planned Giver?

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July 1, 2010

Business Entities: Choosing the Right Form of Business for Your Operations

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April 1, 2010

Estate Tax Update: Is it a Good Year to Die?

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December 1, 2009

Death to the Death Tax? Time is Running Out

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October 1, 2009

Real Estate Property Taxes: Don’t Pay More Than You Have To!

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Stay Informed, Plan Ahead

Reading is just the beginning. Whether you are creating a new plan or updating an existing one, we are here to help you take the next step with a process designed for long-term success.