Year: 2023
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Yet another InterActive Legal Advisor is nationally recognized.
Attorney and Founding Member of Vandenack Weaver, and InterActive Legal Advisor, Mary Vandenack, is being celebrated as a leader in the estate planning community, as she was inducted into the Estate Planning Hall of Fame at the 60th Annual NAEPC Advanced Estate Planning Strategies Conference in Ft. Lauderdale, FL. on November 14, 2023.
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Viability of Using AI to Draft Wills
U.S. News & World Report recently interviewed InterActive Legal CEO, Vanessa Kanaga about the viability of using AI to draft Wills. Although current AI technology is impressive and can be put to beneficial use, the public should be wary of AI-generated Wills. In addition to generating Wills that may not be valid, AI is also…
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InterActive Legal’s Teresa Bush Featured on “The Elder Law Coach Podcast”
In a recent episode of “The Elder Law Coach Podcast,” Todd Whatley, a Certified Elder Law Attorney and the host of the show, welcomed special guest, Teresa Bush, Director of Education and Support Services at InterActive Legal. The podcast, known for its insightful and actionable strategies for Elder Law and Estate Planning practitioners, provided listeners…
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Why I Do Not Fear AI
Last year, I was working with a physical therapist to rehab a hip injury, and I asked him, “What do you think about foam rollers? Are they good or bad?” […]
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InterActive Legal Advisors continue to garner recognition for their achievements and contributions
Letha Sgritta McDowell, InterActive Legal’s Special Advisor on Elder Law Planning and Legal Strategy, was recently honored and recognized as a NEW Fellow of the National Association of Elder Law Attorneys (NAELA) at their Annual Meeting and Pre-Program in San Juan, Puerto Rico, earlier this month. Congratulations Letha!
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InterActive Legal Launches Estate Planning Academy for Practitioners
Melbourne, FL- InterActive Legal, a knowledge company and software solutions provider in the legal arena of trusts and estates, elder law, and special needs planning has officially launched the “InterActive Legal Academy” for estate planning attorneys. Designed by the leading experts in the U.S., the InterActive Legal Academy is a platform for learning from experienced…
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What to Know About SECURE 2.0
The Setting Every Community Up for Retirement Enhancement Act (“SECURE”), which became effective in January of 2020, made major changes in how beneficiaries of retirement plans and IRAs receive those assets after an account owner’s death. Proposed regulations were issued last year to provide additional guidance on SECURE, but they are not yet final.
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Jonathan Blattmachr, Alan Gassman, and Martin Shenkman are the recipients of Bloomberg Tax & Accounting’s “Tax Contributors of the Year” Award
Bloomberg Tax and Accounting presented their “Tax Contributors of the Year” award to InterActive Legal co-founder, Jonathan G. Blattmachr, and InterActive Legal advisors, Alan Gassman, and Martin Shenkman, for their article “Landmines and Safe Havens for SLAT Planning.”
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SECURE 2.0 Opens Door for Qualified Longevity Annuity Contracts (“QLAC”)
Back in the spring of 2022, in a rare show of bipartisan action, the House and Senate passed a law intended to give Americans an incentive to save for retirement. The bill received over 400 votes in the House and over 80 in the Senate. The bill, dubbed SECURE 2.0, is a follow-up to the…
