by Kelley Way | Sep 2, 2019 | Uncategorized
I was asked to present on this topic this past month, and I thought I’d share the results of my research. An irrevocable life insurance trust (otherwise known as an ILIT) is a resource that can be used to avoid estate taxes, and/or to provide a means to pay for them....
by Kelley Way | Sep 2, 2019 | Uncategorized
This is an important question when you’re drawing from someone else’s work to create your own material. What is permissible, and what would be considered infringement? Copyright only protects creative expression. It does not protect facts or ideas, only the way those...
by Kelley Way | Aug 5, 2019 | Uncategorized
Whenever I meet with a new prospective client, I give them the opportunity to ask questions. A very common question is “Do I need a trust?” Rather than give the classic lawyer answer (“It depends”), I tell them that most people who create a trust do so for one of two...
by Kelley Way | Aug 5, 2019 | Uncategorized
I’ve had several occasions now where a person asked me about one of these topics, but the longer the person talked, the clearer it was that they really meant the other. It’s happened often enough that I felt an article was in order. Plagiarism is what happens when you...
by Kelley Way | Jul 1, 2019 | Uncategorized
I love stories. In my business, I especially love stories that I can use in my presentations to illustrate the importance of the things I’m talking about. And what better stories to use than stories involving celebrity estates? Some of the stories I use are a bit...
