Taylor Holt
estate planning expert
About the author
Taylor Holt is the author of “Wills, Trusts & Estates for Dummies”. Holding the title of Estate Planning Expert, he is a member of the National Academy of Elder Law Attorneys and has been practicing in the industry for nearly 20 years.
Education
Taylor obtained his law degree from the University of Tennessee and subsequently completed a Master’s Degree in Taxation at Golden Gate University. Additionally, he holds a certificate from the American College, Bryn Mawr, Pennsylvania for Estate Planning.
Holt is currently an Adjunct Professor at Strayer and George Mason Universities. He expertly teaches courses on Wills & Trusts.
Experience
Today, Taylor specialises in estate planning, probate, and trust administration, as well as elder law issues such as Medicaid eligibility.
In addition to his experience providing legal services, he brings a variety of real-world business experience to the EveryInvestor team.
Expertise
- Investment Management
- Property Investment
- Asset Management
- Insurance
- Equity Release
- Risk Analysis
Education
- Masters of Science in Econometrics and Mathematical Economics, London School of Economics and Political Science
- Bachelor of Business, Nanyang Technology University, Singapore
- Masters of Science in Statistics, National University of Singapore
Certifications
- Risk Management Assurance (CRMA) from the Institute of Internal Auditors Inc.
- Operational Risk Management (CORM) from The Institute of Operational Risk (IOR)
- Information Security Management Principles (CISMP) from The Chartered Institute for IT
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Most Recent Articles
Taking Control of Your Estate Planning
How to Control Your Estate Planning Before you work out how your executor will handle your estate before you die, you need to make sure your property and assets go to the right people or charities. If you don’t, your property and assets could end up going into your inheritance tax1. We’ll provide you with
Prepare for Illness, Old Age, and Death
Imagine this: No one likes to think about illness, old age, and death. But the reality is that we all have to prepare for these things in some way or another. What are your plans for when you get sick? How will you prepare for when you no longer can work? And what do you
Estate Planning Strategies by Asset
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Tips for Estate Planning Conversations
Topics such as death and finances can become touchy subjects, especially where parents and their children are involved. Most people like to keep their financial details secret. Having good conversations with family members is essential when doing estate planning. You can then work out who will be best suited to look after your financial affairs
Understanding Trusts
Do you want to set up a Trust1 as part of your estate planning strategy? Most people assume that trusts were just created to cater to the super-rich, but you might be surprised to learn these smart financial strategies have been around since Roman times. In the Roman Republic, it was illegal to transfer property
Reviewing & Updating Your Estate Plan
Review Your Estate Planning Documents Every Year Estate planning documents are the foundation of your estate plan. They establish you as a trustee, designate heirs to inherit from you, and provide instructions for what should happen if you become incapacitated or die without a will. Estate plans can also include other financial instruments such as
