Our Estate Planning Blog

A Place for Planning, Learning, and Living

Our blog offers practical guidance on estate planning, administration, and related topics that matter to Alaskans. Here, you will find articles that explain complex concepts in clear terms, provide updates on the law, and offer insight into planning for both today and the years ahead.

Our Blog

A place for planning, learning, and living.

January 12, 2026

Estate Planning Considerations When Moving to a New State

Melanie A. Iverson Kaufman

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September 12, 2025

New Tax Law Changes Bring Tax Planning Certainty

William M. Pearson

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May 2, 2025

Choosing the Right Trustee: Practical Factors to Consider

Chelsea Ray Riekkola

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February 7, 2025

SECURE Act: Highlights from the Final Regulations

Melanie A. Iverson Kaufman

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October 4, 2024

Umbrella Insurance: A Deeper Dive

Chuck W. Ray, Jr.

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May 2, 2024

IRA Rollovers, Transfers, and Cashouts . . . Oh My!

Chelsea Ray Riekkola

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January 5, 2024

Now is the Time to Plan for 2026

William M. Pearson and Melanie A. Iverson Kaufman

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September 8, 2023

Post-Mortem Administration Series, Part IV: What You Need to Know About Your Inheritance Trust

Chelsea Ray Riekkola

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May 2, 2023

Post-Mortem Administration Series, Part III: How Do Your Beneficiaries Receive Their Inheritance?

Chelsea Ray Riekkola

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January 6, 2023

Post-Mortem Administration Series, Part II: What Happens to Your Trust When the Surviving Trustmaker Dies?

Chelsea Ray Riekkola

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September 1, 2022

Post Mortem Administration Series, Part I: With a Joint Trust, What Happens to Your Property when the First Spouse Dies?

William M. Pearson

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May 4, 2022

What Do I Do With All These Passwords?

Chelsea Ray Riekkola

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January 12, 2022

Generations Estate Tax Summary: The Year Ended the Way It Started

William M. Pearson

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August 27, 2021

Gifting as an Estate Planning Tool

Chelsea Ray Riekkola

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April 26, 2021

Implementing Portability Into Your Estate Planning

William M. Pearson

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January 11, 2021

Planning for 2021: Top Five

William M. Pearson

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September 14, 2020

Should I Make My IRA Payable to a Charitable Remainder Trust?

William M. Pearson

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May 18, 2020

Transitions in the Era of COVID-19

William M. Pearson

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January 2, 2020

What Happens to Your Social Security Number When You Die?

Chelsea Ray Riekkola

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October 1, 2019

Business Succession Planning: A Process, Not an Event

Richard H. Foley, Jr.

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May 1, 2019

Safe Deposit Boxes and Your Estate Planning

Chelsea Ray Riekkola & Richard H. Foley, Jr.

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December 1, 2018

Considerations Regarding Disinheritance: Alaska Case Law Update

Chelsea Ray Riekkola

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October 1, 2018

What is a Living Probate?

Richard H. Foley, Jr.

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May 1, 2018

Estate and Gift Tax Exemption Increased to $11.2 Million

Richard H. Foley, Jr.

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December 1, 2017

Aircraft and Watercraft Liability Protection

Richard H. Foley, Jr.

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July 1, 2017

Tell the World When Doing Business as a Limited Liability Company

Richard H. Foley, Jr.

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January 1, 2017

Gifting: Wise Strategies for Wealth Transfer

Richard H. Foley, Jr.

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July 1, 2016

Who Is In Charge?

Richard H. Foley, Jr.

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October 1, 2015

IRA Rules: Key Points About IRA Inheritance & Distribution

Richard H. Foley, Jr.

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July 1, 2015

De-Cluttering Your Life: Improve the Ease of Estate Administration

Richard H. Foley, Jr.

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April 1, 2015

Prepare for the Worst, Expect the Best: Making Emergency Room Visits Less Scary

Susan Behlke Foley

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December 1, 2014

Inherited IRAs: Naming Your Beneficiary

Richard H. Foley, Jr.

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October 1, 2014

What is Portability? …and What Does it Mean to You?

Richard H. Foley, Jr.

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April 1, 2014

Broken Wills of the Rich and Famous

Richard H. Foley, Jr.

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December 1, 2013

The Family Meeting: An Essential Part of Your Estate Plan

Richard H. Foley, Jr.

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October 1, 2013

Donating from Your IRA: Contributing in a Way that’s Good for Others and Good for You

Richard H. Foley, Jr.

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July 1, 2013

Estate Tax Law Certainty: Congress Makes Estate Tax Exemption Permanent at $5 Million

Richard H. Foley, Jr.

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December 1, 2012

Ten Things That Can Complicate an Estate Plan

Richard H. Foley, Jr.

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October 1, 2012

Keeping It Simple

Richard H. Foley, Jr.

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July 1, 2012

Foley & Foley Celebrates Silver Anniversary

Richard H. Foley, Jr.

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December 1, 2011

The IRA Charitable Rollover: A Great Way to Support your Favorite Charity

Susan Behlke Foley

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March 1, 2011

The Living Trust: A Super Power of Attorney

Richard H. Foley, Jr.

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October 1, 2010

Are You a Planned Giver?

Susan Behlke Foley

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July 1, 2010

Business Entities: Choosing the Right Form of Business for Your Operations

Richard H. Foley, Jr.

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April 1, 2010

Estate Tax Update: Is it a Good Year to Die?

Richard H. Foley, Jr.

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December 1, 2009

Death to the Death Tax? Time is Running Out

William M. Pearson and Susan Behlke Foley

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October 1, 2009

Real Estate Property Taxes: Don’t Pay More Than You Have To!

Susan Behlke Foley

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Stay Informed, Plan Ahead

Reading is just the beginning. Whether you are creating a new plan or updating an existing one, we are here to help you take the next step with a process designed for long-term success.