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    • Founding Partners
    • Our Staff
      • Linda J. Harris, MBA, CPA
      • Julie Jagoda-Booth, CPA
      • Denise D. Veloski, CPA
      • Scott Dill
      • Kira Domes, CPA
      • Brook Haggart
      • Melissa Harris
      • Luke Mleczko
      • Bobbi Storer
      • Sonya Walters
      • Jodi Watz
      • Kathy Wright
    • Peer Review Letter
    • Community Involvement
    • Firm News
  • Services
    • Small Business Accounting
    • Audits, Reviews, Compilations, SSAE 16
    • Bank Financing
    • Strategic Business Planning
    • New Business Formation
    • Non-Profit Organizations
    • Tax Services
    • Advanced Tax & Wealth Planning
    • Marketing
  • Resources
    • Industry News
    • Refund Tracker
    • Planning Tools
    • Donation Guide
    • JMA Newsletter
    • Important Family Documents
    • Sexual Harassment Materials
  • Contact
    • Locations & Directory
Home » Estate Planning – Articles »

Estate Planning – Articles

Articles
Assets
Asset protection in estate planning
Estate planning and 529 plans
Transferring your family business

Beneficiary designations
Choosing a beneficiary for your IRA or 401(k)
Designating a beneficiary for life insurance

Charitable giving
Charitable giving
Life insurance and charitable giving

Estate planning basics
Estate planning–an introduction
Facing the possibility of incapacity
Gift and estate taxes
Trust basics
Wills–the cornerstone of your estate plan

Life insurance
Life insurance and estate planning
Life insurance and terminal illness
Life insurance: do you need it?
Planning ahead for life insurance proceeds
The ins and outs of policy ownership

Medicaid planning
Medicaid and nursing home care
Medicaid and the principal residence
Medicaid planning basics

Probate
Bypassing probate
Understanding probate

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