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Take Steps Now to Harness AI for the Future

Vanessa L. Kanaga Esq. Feb 22, 2024

I am fortunate to be in a position that affords me access to other attorneys grappling with this subject and people with technical backgrounds who have a good understanding of current and developing AI technology. Although I am not an expert, I have experience in the area that other estate planning and elder law attorneys may not. Based on that…

Getting Ready for the Corporate Transparency Act: Prepare Now

Elizabeth Q. Boehmcke Esq. Dec 28, 2023

The Corporate Transparency Act (the "CTA") requirements come into effect beginning on January 1, 2024 and the reporting compliance will touch millions of Americans. Lawyers in many different practice areas, including estate planners and…

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Viability of Using AI to Draft Wills

Vanessa L. Kanaga Esq. Sep 26, 2023

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…

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What Lawyers Get Wrong About Their Trusts & Estates Practice: From Will-making to Forging…

Tara Faquir and Leah Del Percio Sep 14, 2023

In the realm of Trusts & Estates, many lawyers often find themselves navigating the misconception that their primary offering is a tangible product, like wills or trusts. However, at the heart of this practice isn't a product, but a…

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Delight Your Clients: A Guide to Client Experience

Christopher Barbaro Aug 30, 2023

Clients expect more than just legal services when they contact your office to estate plan. You're hired because estate planning is a complex, emotional process that requires decisions most clients have yet to consider. In other words,…

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Why I Do Not Fear AI

Vanessa L. Kanaga Esq. Jun 16, 2023

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?” His response: “A foam roller is a tool, so it depends on how you use…

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What to Know About SECURE 2.0

Elizabeth Q. Boehmcke Esq., Teresa L. Bush Esq. and Vanessa L. Kanaga Esq. Feb 7, 2023

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. …

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SECURE 2.0 Opens Door for Qualified Longevity Annuity Contracts (“QLAC”)

Stephen J. Silverberg, Esq., CELA, Fellow, Cap, AEP® Jan 5, 2023

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…

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An Estate Planner’s Unexpected Journey

Teresa L. Bush Esq. Oct 18, 2022

Fans of country music know that many songs are detailed stories about life – and that’s true for other types of music as well. A new country song called “Next Thing you Know” reminds me of one from a few years back called “Don’t…

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IRS Notice 2022-53 – What it Means for Estate Planners

InterActive Legal Content Team Oct 11, 2022

On Friday, October 7, 2022, the IRS issued Notice 2022-53 (“the Notice”), which references the SECURE Act proposed regulations and makes the following introductory statement: “This notice announces that the Department of the Treasury…

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