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James Lanham

James's Blogs

HAVING YOUR CAKE AND EATING IT, TOO; LOWER ESTATE TAXES MAY MERIT REPAIR OF YOUR TRUST

If your trust was drafted before 2013, it would be prudent to review it with your attorney to ensure that you can have your cake and eat it too!
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Providing for Pets in Your Estate Planning

The bottom line for pet estate planning is that four legged friends may be some of your most important possessions while you live, so consider providing for their keep when you are no longer able to care for Fluffy or Fido.
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Estate Planning for Parental Nightmares: What if Junior is a Substance Abuser?

The Substance Abuse and Mental Health Services Administration tells us that in 2014, 22.5 million Americans aged 12 and older self-reported needing treatment for alcohol or illicit drug use.
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New Tax Law Encourages Reviewing Your Trust for Needed Changes

Strongly consider having your trust reviewed by one of our estate planning attorneys. Older trusts drafted for couples (especially those written before 2013 for Ohio residents) were designed to reduce estate/death taxes but usually created an income tax problem for the children, but that was the lesser of two tax evils (40% estate tax vs typical 15% capital gains for income tax).
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College Savings Before Your Student is Born: Qualified Tuition Plans to Educate Family Members from Kindergarten to Grad School

Most new parents are aware that college for their newborns could easily cost over $100,000 per year by the time Junior matriculates. One solution to ever escalating educational costs is start college savings before Junior is born by investing in a tax-free Section 529 Qualified Tuition Plan. 
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