Estate Planning Essentials: May 2019
Chambliss Estate Planning Essentials brings you legal developments and other trends of vital interest in the world of estate planning. This post is brought to you by Leah McElmoyl and other members of the Estate Planning Practice Group of Chambliss Law Firm.
VIDEO: Have an Inside Look at Our Estate Planning Practice
Our attorneys are more than outstanding lawyers – they are people who come from a variety of backgrounds with interesting stories to tell. Watch UNLEASHED: Dana Perry, Estate Planning Attorney to learn about Dana’s story and how it relates to serving our estate planning, elder law, and special needs planning clients.
SAVE THE DATE
3RD ANNUAL EMBRACE AGING FORUM
Boomers Are Shaking up the World of Senior Living
Featuring Keynote Speaker – Marc Freedman
National Leading Expert on the Longevity Revolution
Nutrition & Wellness | Estate, Trust, & Financial Planning | Medicare and Benefits Planning | Downsizing & Organizing at Home
Thank You to Our Platinum Sponsor
Cyber Seniors: Computer Skills Workshop
Service Learning Project
Space is limited! Cyber Seniors is a FREE Service-Learning project that provides one-on-one computer skills training to adult participants by partnering them with a college student mentor. IT students will interview the participants to identify the current technology skills of each participant and will provide customized computer skills training for each participant based on their needs. In addition, there will be a presentation about online banking and secure browsing. This program is being presented by Chattanooga State Information Technology students and industry partners.
Thursday, June 13, 2019 • 2:30p.m. to 4:30 p.m.
Tuesday, September 17, 2019 • 5:30p.m. to 7:30 p.m.
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60
If you are over age 60 and you haven’t changed your estate plan in many decades, it’s almost certain that you need to update your documents and start reviewing them every five years.
What’s a Health Care Proxy, and Why Do I Need One?
If you become incapacitated, who will make your medical decisions? A health care proxy allows you to appoint someone else to act as your agent for medical decisions.
Will You Owe a Gift Tax This Year?
If you give away more than $15,000 in 2019, you technically would need to file a gift tax return, but don’t worry about it unless you think you’ll be gifting more than $11.4 million during your life.