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James Lanham

James's Blogs

For Retirees with Required Minimum Distributions of Retirement Accounts ... a Reminder!

You have until Monday, August 31, 2020, to re-contribute any 2020 required minimum distributions from your IRA or 401(k) back to your retirement account if you wish to defer taking the 2020 distribution.
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Big Changes for Your Retirement Planning - The New "Secure Act"

If you have designated a trust as your retirement plan (including IRAs) beneficiary, please contact your Critchfield attorney to have your trust reviewed for compatibility with the new Secure Act provisions.
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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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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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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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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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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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The ET Rover Pipeline Project: Protecting Your Property

In the event that you oppose an interstate pipeline in your area or over your property, it is important to know the key points in the Federal Energy Regulatory Commission (FERC) approval process during which you can affect the ultimate proceedings.
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