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Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

http://www.hauptmanlaw.com/blog
  • Jun 25

    Assisting Living Medicaid is Still Not Retroactive (Part 1)

    Assisting Living Medicaid is Still Not Retroactive (Part 1)
                    There are some very important differences in the Medicaid regulations and coverage for nursing home vs. ALF Medicaid.  ALF Medicaid is a community…
  • Jun 18

    Sobering Story About Lack of POA

    Sobering Story About Lack of POA
           June is a month for celebrations.  Whether it’s friends or family it seems there is always a prom, high school or college graduation or wedding to celebrate every year.  It’s the good…
  • Jun 11

    Anatomy of a Scam

    Anatomy of a Scam
                    As far as scams go, it is not one that will cause anyone to lose their life savings.  Maybe calling it a scam is not entirely accurate.  At…
Rank this Week: 1701

Tennessee Wills and Estates

Tennessee Wills and Estates

Provides commentary on wills, probate law and estate planning. By Jason A. Lee

http://www.tennesseewillsandestates.com
Rank this Week: 1324

Estate Law Canada

Estate Law Canada

Covers estate planning topics, trusts, probate, Enduring Powers of Attorney, health care directives, incapacity issues and elder law. By Lynne Butler.

http://estatelawcanada.blogspot.com/
Rank this Week: 1100

Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jun 25

    Article on The Roman Law of Succession. An Overview

    Article on The Roman Law of Succession. An Overview
    Rafael Domingo recently published an Article entitled, The Roman Law of Succession. An Overview, Wills, Trusts, & Estate Law eJournal (2017). Provided below is an abstract of the Article: The law of succession addresses the legal destiny…
  • Jun 25

    Father Mistakenly Told His Son is Dead

    Father Mistakenly Told His Son is Dead
    Frank Kerrigan buried his homeless son at a cemetery in Orange County, California last month. Friends and family travelled from as far as Las Vegas and Washington State to mourn at the $20,000 funeral. To Kerrigan’s great surprise, Bill…
  • Jun 24

    Article on How Can the Property (Relationships) Act Be ‘Trusted’?

    Article on How Can the Property (Relationships) Act Be ‘Trusted’?
    Emily Devaney recently published an Article entitled, How Can the Property (Relationships) Act Be ‘Trusted’? An Analysis of Trust Law and its Interface with Relationship Property Law, Wills, Trusts, & Estate Law eJournal (2017).…
Rank this Week: 33

California Probate and Estate…

California Probate and Estate Planning Blog

Covers California probate and estate planning including law changes, legal strategies, and detailed descriptions of the options available. By Meissner, Joseph & Palley, Inc.

http://www.californiaprobate.info/blog
  • Jun 24

    Steps to Take upon death of a loved one

    Steps to Take upon death of a loved one
    You just lost a loved one… now what? As a probate attorney for over 20 years I have dealt with well over 1,000 deaths at work. I have also dealt with the deaths of several family members and close friends. It’s a part of…
  • Apr 26

    Bad deed

    Bad deed
    I have had multiple cases recently where title companies have refused to honor deeds recorded around the time of death. That is, the person just before death signed a deed to transfer the property to another. In each case the facts are…
  • Mar 13

    Estate planning lessons from other’s mistake

    Estate planning lessons from other’s mistake
    On March 11, 2016 I got the call of a lifetime… and I do not mean that in a good way. I got the call from the police, in Logan, Utah, that my mother had been shot to death by her husband. This is not a post about domestic abuse, gun…
Rank this Week: 272

New York Estate Planning Lawyer…

New York Estate Planning Lawyer Blog

Covers estate planning, estate administration and estate taxes. By Ettinger Law Firm.

http://www.newyorkestateplanninglawyerblog.com/
  • Jun 24

    Empowering Your Power of Attorney

    Empowering Your Power of Attorney
    Most individuals recognize the importance of comprehensive estate planning, although they may still choose to avoid it. One important part of your estate plan is your power of attorney (“POA”). Basically, a POA is a document that…
  • Jun 22

    IRA Trusts as a Protective Measure

    IRA Trusts as a Protective Measure
    Once an individual decides to engage in comprehensive estate planning, several concerns may arise. One of those concerns often involves leaving a large sum of money to an heir that may be facing financial difficulty or may not yet have the…
  • Jun 20

    Non-Spouse IRA Inheritance

    Non-Spouse IRA Inheritance
    We have written several aspects about the role IRAs can play in your comprehensive estate planning strategy, as well as several concerns that accompany them. Here, we will address the two common choices facing non-spousal individuals listed…
Rank this Week: 570

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Jun 23

    Is Service of Process on a Public Administrator Sufficient to Confer Personal Jurisdiction?

    Is Service of Process on a Public Administrator Sufficient to Confer Personal Jurisdiction?
    The unique issue before the court is whether service of process upon the Public Administrator is sufficient to confer personal jurisdiction over an estate: (a) which petitioner claims is worth less than $10,000, (b) where no probate…
  • Jun 23

    Court Discusses Executive Estoppel

    Court Discusses Executive Estoppel
    Indicted for multiple counts of handgun possession and a single count of possession of weapons with intent to sell, the defendant, waived a jury and the case was tried by the court. Decision was reserved pending submission of briefs. This is…
  • Jun 13

    Court Revisits Unusually Complicated Will Construction Issue

    Court Revisits Unusually Complicated Will Construction Issue
    The proceeding before the court is one for construction of paragraph “THIRD” of the will of the decedent. It has a long and checkered history before the court. The facts, not complex in themselves, but made so because of the…
Rank this Week: 428

New Jersey Lawyers Blog

New Jersey Lawyers Blog

Covers New Jersey business, labor and employment, estate planning and consumer law. By McLaughlin & Nardi, LLC.

http://www.newjerseylawyersblog.com/
  • Jun 23

    New Jersey’s Statue of Frauds Limits Oral Contract

    New Jersey’s Statue of Frauds Limits Oral Contract
    As a general rule, oral contacts in New Jersey are enforceable – not that they are recommended; indeed.  Our attorneys, we always recommend that contracts be in writing because they are easier to prove and leave less room for…
  • Jun 21

    Appeals from Psychological Disqualifications of Applicants for Law Enforcement or Firefighter Position

    Appeals from Psychological Disqualifications of Applicants for Law Enforcement or Firefighter Position
    Under New Jersey’s Civil Service System, hiring and advancement are required to be based on merit.  In a civil service jurisdiction, taking the civil service test is just the first step in the process of obtaining a position as a…
  • Jun 19

    Contractual and Quasi-Contractual Remedies Under New Jersey Business Law

    Contractual and Quasi-Contractual Remedies Under New Jersey Business Law
    Representing parties negotiating contracts and litigating over breach of contracts are some of our attorneys’ main practice areas.  New Jersey contract law recognizes both contracts and “quasi-contracts.”  This…
Rank this Week: 2258

Ohio Estate Planning & Asset…

Ohio Estate Planning & Asset Protection

By AlerStallings, LLC.

http://www.alerstallings.com/blog/
  • Jun 23

    Why do I need an Elder Law Attorney when applying for Medicaid benefits?

    Why do I need an Elder Law Attorney when applying for Medicaid benefits?
    Many people ask, “Why do I need an Elder Law attorney to help me apply for Medicaid benefits for a loved one entering a nursing home?” The simple answer: because Elder Law attorneys focus on this specific area of the law. They…
  • Jun 16

    Selling the home when a spouse received Medicaid

    Selling the home when a spouse received Medicaid
    Ohio’s laws on Medicaid estate recovery are among the most aggressive in the country. Following the death of a Medicaid beneficiary, the state must seek reimbursement for the cost of benefits paid on behalf of a beneficiary during…
  • Mar 17

    Should I Get Married in my Golden Years?

    Should I Get Married in my Golden Years?
    Typically, significant life events are driving factors for individuals to evaluate or re-evaluate their estate plans. Whether these events include getting married, having children and grandchildren, retiring or needing long-term care, lives…
Rank this Week: 2891

Virginia Disability Law Blog

Virginia Disability Law Blog

Covers Social Security disability law and special needs trusts. By Sheri R. Abrams.

http://sheriabrams.com/blog
Rank this Week: 5029

Kansas & Missouri Estate Planning

Kansas & Missouri Estate Planning

Covers estate planning, elder law, asset protection, charitable giving, and business law. By Kyle E. Krull.

http://blog.kylekrull.com/kansas-missouri-estate-planning/
Rank this Week: 603

Utah Estate Planning

Utah Estate Planning

Covers estate planning, probate, trusts and wills in Utah. By Jason C. Hunter.

http://www.utahestateplanning.typepad.com/
  • Jun 23

    Which Type of IRA Should I Choose?

    Which Type of IRA Should I Choose?
    “Find out what you need to know, to make this key IRA decision.”
  • Jun 22

    The Three P’s of Estate Planning

    The Three P’s of Estate Planning
    With the change of seasons after Memorial Day, it’s the unofficial day that kicks off the beginning of summer. We all like to spend time outdoors, but a recent article from the Middletown, NY Times Herald-Record, “After Memorial Day,…
  • Jun 21

    Don’t Let Your Tax Shelter Become a Tax Nightmare

    Don’t Let Your Tax Shelter Become a Tax Nightmare
    “You've saved like crazy in your tax-deferred accounts, but all that money isn't really yours. Some of it belongs to Uncle Sam, and in the future he may be hungry for more. Here are two strategies to curb your future tax bill.”
Rank this Week: 3052

Tax Problem Attorney Blog

Tax Problem Attorney Blog

Covers topics such as sales and payroll tax problems, offers in compromise, tax audits, tax debt, tax disputes, tax fraud, tax litigation and tax controversy, and tax preparer penalties. By Brager Tax Law Group.

http://www.taxproblemattorneyblog.com/
  • Jun 23

    How to Determine Residency for California State Income Tax Purpose

    How to Determine Residency for California State Income Tax Purpose
    The California Franchise Tax Board (FTB) can come after snowbirds and other people who spend time in California, but maintain a tax residence in other states. For California income tax purposes, nonresidents are only taxed on income earned…
  • Jun 22

    Will the IRS Ever Return Seized Property?

    Will the IRS Ever Return Seized Property?
    The IRS is generally required to send you a notice before levying or seizing your property. You may be able to prevent a levy by timely requesting a Collection Due Process (CDP) hearing, and negotiating a payment plan or otherwise contesting…
  • Jun 21

    The Requirements for Equitable Relief as an Innocent Spouse

    The Requirements for Equitable Relief as an Innocent Spouse
    Equitable relief is one of three forms of innocent spouse relief available to married, or formerly married, taxpayers. Taxpayers who filed joint returns are generally jointly and severally liable for the full amount of any tax due, but…
Rank this Week: 1700

CEB blog

CEB blog

Covers practice tips and new legal developments of particular interest to California legal professionals. The CEB blog covers a wide range of practice areas from estate planning to civil litigation, along with posts relating to the practice of law generally.

http://blog.ceb.com
  • Jun 23

    Trial Tip: Project Cheer, Control, and Confidence

    Trial Tip: Project Cheer, Control, and Confidence
    Although trial attorneys should develop a trial style that fits their own personality, there are three things that every trial attorney should strive for. Good cheer. The judge and jury will appreciate it a trial attorney with generally good…
  • Jun 21

    Using the “Black Box” in a Car Accident Case

    Using the “Black Box” in a Car Accident Case
    One of the key parts of liability testimony in a car accident case is the chronology of the accident: the parties’ conduct before the impact, the impact, and conditions after impact. The parties are most likely to dispute the first…
  • Jun 19

    It’s Time to Review Your Calendaring System

    It’s Time to Review Your Calendaring System
    Missed deadlines caused by failure to properly calendar matters are the most significant cause of malpractice claims against attorneys. Without a good docket control system, even the most knowledgeable practitioner may miss a deadline or not…
Rank this Week: 686

Estateography

Estateography

By Alvi Aggarwal.

http://www.estateography.com/
  • Jun 23

    Reineck v. Lemen and Virginia Powers of Attorney

    Reineck v. Lemen and Virginia Powers of Attorney
    In Reineck v. Lemen, the Virginia Supreme Court tells us something about granting hot powers and certain duties of an agent under a power of attorney.
  • Jun 23

    Changing Direction

    Changing Direction
    I have decided to change the direction of Estateography a bit. Future posts will involve more analysis of Virginia law. The first post in this new direction is here: http://ychlaw.com/thorsen-v-rspca-comments/.
  • Jul 7

    What's a Credit Shelter Trust? Portability?

    What's a Credit Shelter Trust? Portability?
    The estate tax exemption amount is the amount that the federal government allows you to leave to your kids, grandkids, and people other than your spouse and charity without paying estate tax. In 2015, that amount is $5.43 million. The amount…
Rank this Week: 2294

Kuhn and Kuhn Law Firm Blog

Kuhn and Kuhn Law Firm Blog

Covers estate planning.

http://www.kuhnandkuhn.com/blog/
  • Jun 23

    Top How to Clean Your Mac Secret

    Top How to Clean Your Mac Secret
    The Do’s and Don’ts of How to Clean Your Mac Remember to have a means mac os x cleaner to perform registry clean up. Registry errors can readily be repaired using an excellent registry cleaning computer software. Should you really…
  • Jun 23

    The latest Fool’s Facts My Life in 10 Many years Composition

    The latest Fool’s Facts My Life in 10 Many years Composition
    Learn about should you will need to match particular ailments for getting your current awarding renewed. That condition is common as well as it good. Whether or not this grown to be a key doubt, Dent would probably resolve it. Have the…
  • Jun 21

    How to Capture Individuals Cheating

    How to Capture Individuals Cheating
    Lesson programs should be reasonable for each student. Don’t enable the coach tag assignments within the training. college research paper services A 20-30 minute Guided Reading session should get ready for every single amount. 1 cause…
Rank this Week: 2514

Lancaster Law Blog

Lancaster Law Blog

Covers business law, employment law, estate planning, family law, and nonprofit law information for Lancaster County and Pennsylvania residents. From Russell, Krafft & Gruber.

http://www.lancasterlawblog.com/
  • Jun 23

    Lancaster County Assessment Notices are Out…Now What?

    Lancaster County Assessment Notices are Out…Now What?
    By now you should have received your final assessment for your home’s value.  After opening the dreaded notice, it likely goes one of two ways – hopefully, the assessment is accurate and it’s no big deal, but if your…
  • Jun 21

    How Much Will a Property Tax Assessment Appeal Cost for Commercial Properties?

    How Much Will a Property Tax Assessment Appeal Cost for Commercial Properties?
    We have written a series of blog articles dealing with property tax assessments.  Since the final reassessment notices have gone out in the past few weeks, I have talked with a number of people about appealing their assessments. …
  • Jun 14

    Legal Issues for Senior Citizens- A Guide

    Legal Issues for Senior Citizens- A Guide
    According to this worldatlas.com report, Pennsylvania has the fifth highest percentage of residents over the age of 65. As the Pennsylvanian population ages, senior citizens face a myriad of issues they may not have thought of or planned for…
Rank this Week: 919

Simmons & Schiavo, LLP Blog

Simmons & Schiavo, LLP Blog

Covers estate planning and elder law.

http://blog.sslawoffices.com
  • Jun 23

    Take a Walk

    Take a Walk
    Elderly people in the early stages of dementia would be well advised to take walks. Alzheimer's disease receives a lot of attention. However, that attention often comes at the cost of other forms of dementia. While treatments and cures for…
  • Jun 22

    A Happy Retirement Takes Planning

    A Happy Retirement Takes Planning
    “Forget finances, you’ll never be ready to retire, unless you've thought through exactly what you want your next chapter to be like.” In the past, people usually retired when they reached 65. They stayed near their family homes and died…
  • Jun 21

    Your Debt and Your Demise

    Your Debt and Your Demise
    Most Americans pass away owing debt. What happens to that debt after they pass away? It is not a secret that most Americans owe money to someone. The people of the U.S. are used to buying things on credit and, as a consequence, they have…
Rank this Week: 3450

American Academy of Estate…

American Academy of Estate Planning Attorneys Blog

Provides legal marketing and estate planning legal updates.

http://www.aaepa.com/articles/
  • Jun 23

    Are Your Marketing Pieces Printing with Blurry Images?

    Are Your Marketing Pieces Printing with Blurry Images?
    Ever wondered why the images you so painstakingly downloaded from the web for your newsletter end up printing so fuzzy when they were so sharp onscreen? It’s a matter of resolution. Not one of those resolutions you vow to follow each…
  • Jun 21

    Missed Your Deadline to Elect Portability? Treasury to the Rescue!

    Missed Your Deadline to Elect Portability? Treasury to the Rescue!
    Portability of a deceased spouse’s unused exclusion amount has been part of the Internal Revenue Code since 2010. It could not be relied upon (due to the sunset provision in the law) until the American Taxpayer Relief Act made it…
  • Jun 19

    Video: An Upbeat Way to Connect with Baby Boomer

    Video: An Upbeat Way to Connect with Baby Boomer
    In estate planning, as with funeral planning, often the biggest challenge is getting clients to address an unspoken fear of mortality. The use of humor, well before anyone dies, can help break down this resistance. Recently, Phanuef Funeral…
Rank this Week: 468

Freed Marcroft Blog

Freed Marcroft Blog

Covers Connecticut estate planning, family, real estate, litigation, business and non-profit planning, and LGBT immigration law.

http://freedmarcroft.com/category/blog/
  • Jun 23

    Understanding the Limitations of a Prenuptial Agreement

    Understanding the Limitations of a Prenuptial Agreement
    Prenuptial agreements enable prospective spouses to decide and delineate, prior to marriage, their rights and obligations if their marriage ends – either because of the death of one spouse or by divorce. A prenuptial agreement allows…
  • Jun 15

    Talking to Your Kids About Divorce: The Fine Line Between Honesty and Oversharing

    Talking to Your Kids About Divorce: The Fine Line Between Honesty and Oversharing
    When the time comes to speak with your children about divorce, it’s important to carefully consider what you’ll say and how you’ll say it. You’re probably aware that it will be a sensitive and emotional conversation.…
  • Jun 10

    Potential Alimony Complications for Same Sex Divorcing Couples in Connecticut

    Potential Alimony Complications for Same Sex Divorcing Couples in Connecticut
    The legalization of marriage between partners of the same sex in Connecticut was a hard-fought battle. Decisions recognizing marriage equality in Connecticut in 2008, and then nationally in 2015, were celebrated across the United…
Rank this Week: 3683

All About Estates

All About Estates

Covers estates, trusts, tax, litigation, guardianship and elder care.

http://www.allaboutestates.ca/
  • Jun 23

    Ontario’s Non-Resident Speculation Tax

    Ontario’s Non-Resident Speculation Tax
    Recently the Government of Ontario followed the heels of the British Columbia Government by introducing a “non-resident speculation tax” (“NRST”). The NRST will apply to the purchase or acquisition of an interest in…
  • Jun 21

    Estates Administration Act Thwarts Dependant Support Claim

    Estates Administration Act Thwarts Dependant Support Claim
    In MacDonald v. Estate of James Pouliot, 2017 ONSC 3629, the court considered a constructive trust and dependant support claim against an intestate estate. While the court granted a constructive trust, it dismissed the dependant support claim…
  • Jun 20

    The Prescribed Rate is About to Change – for Real this Time?

    The Prescribed Rate is About to Change – for Real this Time?
    The prescribed rate is the minimum interest rate prescribed by the Canada Revenue Agency (“CRA”) that should be charged on various non-arm’s loans such as those made by you to your spouse or child (through a family trust).…
Rank this Week: 408

DeWitt Law Firm, PLLC Blog

DeWitt Law Firm, PLLC Blog

Covers estate planning, elder law, and probate.

http://www.dewittlawar.com/blog
  • Jun 22

    Understanding Special Needs Trusts Video

    Understanding Special Needs Trusts Video
    Special needs trusts help protect special people. Hi, I’m Gary DeWitt, Estate Planning Attorney in Northwest Arkansas.   Understanding Special Needs Trusts: Major Types Special needs trusts come in many different types that fulfill…
  • Jun 20

    What is a Trust Fund? Video

    What is a Trust Fund? Video
    What is a Trust Fund?  First, you need to have a working definition of a Trust, the we can answer the question.  In short, a trust fund is the pool of assets managed by a trust agreement.   Hi, I’m Gary DeWitt, Estate…
  • Jun 16

    Living Will Definition Video – Protect Your Dignity

    Living Will Definition Video – Protect Your Dignity
    Living Will Definition – The difference between a Living Will and a Last Will and Testament is like the difference between apples and oranges. Learn much more by getting Secrets of Effective Estate Planning, Click Here Hi,…
Rank this Week: 2800

Wade Law Offices Blog

Wade Law Offices Blog

Coves estate planning.

http://wadelawcorp.com/blog/
  • Jun 22

    The Basics of Estate Planning

    The Basics of Estate Planning
    Estate planning can be complex, but a well-informed and detailed plan can eliminate hassles for your family if you die or become incapacitated. Before you can develop a plan for your estate, however, you should learn some of the basics of of…
  • May 24

    Partnership Basic

    Partnership Basic
    A partnership is typically an association of two or more people that operate as the co-owners of a business that has not been registered as an LLC (limited liability company) or a corporation. Depending up on its structural framework and…
  • May 22

    Advantages of a Living Trust

    Advantages of a Living Trust
    A living trust is typically created by an individual to ensure easy transfer of their assets (upon their death) to their beneficiaries without them having to go through the process of probate. Within this agreement, the legal possession of…
Rank this Week: 3865

Deborah Sexton Law Office, P. A.…

Deborah Sexton Law Office, P. A. Blog

Covers estate planning and elder law.

http://www.arkansas-estateplanning.com/blog/
  • Jun 22

    Even Vampires Need Estate Planning

    Even Vampires Need Estate Planning
    This is an article from Horn & Johnsen SC (http://hornjohnsen.com/) in Madison, Wisconsin, that we thought others may find helpful. I am often asked whether an estate plan is truly necessary, especially for those who feel they are too…
  • Jun 14

    Your Estate Planning Attorney Explains the Dos and Don’t

    Your Estate Planning Attorney Explains the Dos and Don’t
    This is an article from the Northern California Center for Estate Planning & Elder Law  (https://www.norcalplanners.com/) in Sacramento, California, that we thought others may find helpful. As with many legal matters, an estate…
  • Jun 7

    How is a Trust Different from my Last Will and Testament?

    How is a Trust Different from my Last Will and Testament?
    This is an article from the law office of Anderson, Dorn & Rader, Ltd. (https://www.wealth-counselors.com/) in Reno, Nevada, that we thought others may find helpful. If you have any knowledge about estate planning, you have no doubt heard…
Rank this Week: 3874

Potter Law Firm Blog

Potter Law Firm Blog

Covers estate planning and elder law.

http://www.potterestateplanning.com/blog/
  • Jun 22

    Video – Charlotte Estate Planning Attorney Discusses a General Power of Attorney

    Video – Charlotte Estate Planning Attorney Discusses a General Power of Attorney
    Hello, my name is John Potter.  I’m an estate planning and elder law attorney in Charlotte, NC.  Today we’re going to talk about different types of property powers of attorney.  For a variety of reasons, we have…
  • Jun 21

    What are the Primary Purposes of an Estate Plan?

    What are the Primary Purposes of an Estate Plan?
    The broad purpose of an estate plan is to prepare you and your family for two events: possible incapacity and inevitable death. There are several options for estate planning.  Which estate planning elements you choose will be based on…
  • Jun 19

    Should I Include a Retirement Plan in my Estate Planning?

    Should I Include a Retirement Plan in my Estate Planning?
    A common question many clients have is whether it is possible to create an estate plan if you have no retirement plan? In order to answer that question, it is useful to consider what we mean when we use the term “estate plan.” At…
Rank this Week: 3881

New Jersey Estate Planning Center…

New Jersey Estate Planning Center Blog

Covers New Jersey estate planning. By Media Law Group.

http://www.jerseyestateplanning.com/blog/
  • Jun 22

    Mid-Year Estate Planning Checklists: How to Use One

    Mid-Year Estate Planning Checklists: How to Use One
    Keeping in mind it’s the middle of the year, it’s a great opportunity to review your existing estate plan. There are several different steps you can take to accomplish this and have more peace of mind and confidence that the plan…
  • Jun 15

    New Results from the Aging in America Study Discuss Estate and Retirement Planning

    New Results from the Aging in America Study Discuss Estate and Retirement Planning
    Felician University in New Jersey recently revealed the results of their Aging in America study conducted with college age students. They found that college students anticipated living in their own home independently and being relatively…
  • Jun 1

    The Basics of Establishing a Will

    The Basics of Establishing a Will
    Did you know that in the aftermath of the 9/11 attacks, one of the most understudied aspects had to do with a lack of appropriate estate planning? The median age of the individuals killed in the World Trade Center attacks was 39. This is an…
Rank this Week: 2960

Pennsylvania Fiduciary Litigation

Pennsylvania Fiduciary Litigation

Insights and and commentary from a trusts and estates lawyer and expert witness. By Patti Spencer of Spencer Law Firm.

http://www.pennsylvaniafiduciarylitigation.com/
  • Jun 21

    Thouron Estates - READ ALL ABOUT IT!

    Thouron Estates - READ ALL ABOUT IT!
    This blockbuster Adjudication, written by Judge Mark L. Tunnell is 212 pages long, and deals with many issues, but very significantly, with the issue of the appropriateness of attorney, accountant and executor’s fees.  Judge…
  • Jun 4

    Tax Court Slams FLP Planning

    Tax Court Slams FLP Planning
    Estate of Powell v. Commissioner, 148 T.C. No. 18 (May 18, 2017). Hold on to your seat!  This case has a huge impact on Family Limited Partnership (FLP) planning.  And yes, it creates a new “doughnut hole.” For the very…
  • May 29

    Children Demand Return of Custodial Funds from Parent

    Children Demand Return of Custodial Funds from Parent
    If you're spending your childrens' money, you are probably breaking the law.  Parents often overstep their authority when dealing with their children’s money as shown in this case:  Werner v. Werner 2016 PA Super 2210. Mother…
Rank this Week: 1607

Death Care Law Blog

Death Care Law Blog

Covers laws relating to pre-need and death care compliance, serving banks, funeral homes, crematories, and cemetaries. By William Stalter.

http://www.deathcarelaw.com/
  • Jun 21

    Missouri County Cemeteries: Legislation to Allow Trust Diversification

    Missouri County Cemeteries: Legislation to Allow Trust Diversification
    The Missouri legislature has passed a bill to authorize county commissioners to diversify their cemetery trusts.  Prior to the passage of House Bill No. 51 Missouri’s counties were restricted in how they could invest cemetery…
  • Jun 2

    The MFT Complaint: A Sham Seller

    The MFT Complaint: A Sham Seller
    In paragraphs 53 through 71 of the MFT Complaint, the State Board sets out certain duties that only a licensed Missouri preneed seller may perform.  The Complaint asserts that these seller duties are either being performed by the funeral…
  • May 27

    The MFT Complaint: Rollovers and Seller

    The MFT Complaint: Rollovers and Seller
    In our prior post, we looked at Paragraphs 39 through 52 of the Complaint filed against the Missouri Funeral Trust, and the implications of Missouri’s Common Trust Fund law.  In this post we will look at paragraphs 79 through 95 of…
Rank this Week: 4635

Murphy's Law Blog

Murphy's Law Blog

Covers elder law, estate planning and probate. By Noreen Murphy.

http://www.noreenmurphylaw.com/blog/
  • Jun 21

    The Connection Between Poor Health and Saving for Retirement

    The Connection Between Poor Health and Saving for Retirement
    If you cannot afford to retire yet, you may need to keep yourself healthy enough to continue working. According to a project released by the Transamerica Center for Retirement Studies, of the 39% of individuals around the world who retired…
  • Jun 14

    New Study Identifies Giving Practices by Retired Individual

    New Study Identifies Giving Practices by Retired Individual
    Looking ahead to your retirement has probably been something that you’ve planned for for decades. You’ve invested in the right accounts, charted out what you might need to support you through older years and consulted with a…
  • Jun 6

    Keys to Preserving Wealth Through Multiple Generation

    Keys to Preserving Wealth Through Multiple Generation
    Keys to Preserving Wealth Through Multiple Generations Many different people are interested in protecting their legacy as well as passing on as much wealth as possible to future generations. According to research, however, many high net worth…
Rank this Week: 4405

Roscich & Martel Law Firm LLC Blog

Roscich & Martel Law Firm LLC Blog

Covers Illinois family law and estate planning needs.

http://www.randrattys.com/napervilledivorceattorney
  • Jun 20

    How to Make Co-Parenting Work

    How to Make Co-Parenting Work
    When the breakdown of a romantic relationship occurs, both parties may agree to remain co-parents. Co-parenting usually means that both parties will cooperate with each other and raise the child together, although co-parenting does not…
  • Jun 13

    Keeping Divorce Communications Productive, Not Destructive

    Keeping Divorce Communications Productive, Not Destructive
    The door to conflict in divorce is often wide open, hosting a range of challenges for both parties and all family members involved in the experience. Regardless of the circumstances, all couples inevitably emerge from the transition…
  • Jun 6

    Divorce Turbulence: Three Tips for Working with an Uncooperative Spouse

    Divorce Turbulence: Three Tips for Working with an Uncooperative Spouse
    Navigating the obstacles of divorce is a hard enough task on its own, especially when children are involved and an overwhelming amount of financial arrangements must be made to assemble new post-divorce lifestyles for both parties.…
Rank this Week: 1953

Illinois Estate Planning &…

Illinois Estate Planning & Elder Law Blog

Covers Illinois estate planning, real estate and trusts. By Wilson & Wilson.

http://www.illinoisestateplanningandelderlawblog.com/
  • Jun 20

    Powers of Attorney – The Forgotten Estate Planning Document

    Powers of Attorney – The Forgotten Estate Planning Document
    One of the most important, but most often overlooked estate planning documents, are the Powers of Attorney. Powers of Attorney fall into one of two categories: (1) Powers of Attorney for Property and (2) Powers of Attorney for Health Care.…
  • Jun 12

    Enhancing Special Needs Estate Planning – The ABLE Act in Illinoi

    Enhancing Special Needs Estate Planning – The ABLE Act in Illinoi
    In a time when advances in medicine are providing longer, more fulfilling lives for our family members with special needs, it is more important than ever to take advantage of all the financial planning tools available for their specific…
  • May 30

    Rethinking the Reverse Mortgage

    Rethinking the Reverse Mortgage
    The Reverse Mortgage has gotten a bad reputation in the time since it was first created by the Federal Housing Administration in 1988. The mere mention of the Reverse Mortgage usually brings to mind foreclosed homes and declining financial…
Rank this Week: 5069

Tennessee Attorneys Blog

Tennessee Attorneys Blog

Covers family and injury law, estate planning and medical malpractice. By Martin Heller Potempa & Sheppard, PLLC.

http://www.tennesseeattorneysblog.com/
Rank this Week: 1851

Philadelphia Estate and Tax…

Philadelphia Estate and Tax Attorney Blog

Focuses on income, estate and gift tax matters, estate planning and probate administration. By Steven J. Fromm.

http://frommtaxes.wordpress.com/
  • Jun 20

    Here Are The IRS 2017 Standard Business, Medical and Moving Mileage Rate

    Here Are The IRS 2017 Standard Business, Medical and Moving Mileage Rate
      The Internal Revenue Service has recently issued the 2017 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. Beginning on Jan. 1,…
  • May 25

    2017 PENNSYLVANIA TAX AMNESTY PROGRAM

    2017 PENNSYLVANIA TAX AMNESTY PROGRAM
    What Is The Pennsylvania Tax Amnesty Program? The PA Tax Amnesty program creates an incentive for taxpayers to pay there tax liabilities during a narrow time period that ends on June 19, 2017.  While this program is open, the PA ……
  • Feb 28

    IRS Installment Agreements: 2017 User Fee Schedule and Option

    IRS Installment Agreements: 2017 User Fee Schedule and Option
    Starting in 2017, the IRS has revised its user fee schedule for installment agreements. The new fee schedule applies to installment agreements entered into, restructured or reinstated on or after January 2, 2017. The final regulations…
Rank this Week: 1872

California Tax and Estate Planning…

California Tax and Estate Planning Law Blog

By NewPoint Law Group. Covers taxation, estate planning, business law, and real property law.

http://newpointlaw.com/legal-blog/
  • Jun 20

    Wall Street Journal Warns Taxpayers and Investors About Hiding Asset and Income in Offshore Account

    Wall Street Journal Warns Taxpayers and Investors About Hiding Asset and Income in Offshore Account
    For investors, entrepreneurs, and other business-minded individuals the Wall Street Journal is the gold standard for business and financial news. Thus, when the Wall Street Journal warns investors about potential civil or criminal exposure in…
  • May 29

    3 Easy Steps to Approach an Unexpected Letter from the IRS Following Tax Day

    3 Easy Steps to Approach an Unexpected Letter from the IRS Following Tax Day
    For weeks you stressed over getting your income tax and report of foreign accounts in order. You spent time tracking down W-2s, various 1099s, and other statements of income. You also spent time ensuring that the tax positions you or your…
  • May 24

    What Happens if You Missed the Tax Deadline?

    What Happens if You Missed the Tax Deadline?
    Many taxpayers are highly conscientious regarding tax deadlines and ensuring that all obligations are squared away in a timely manner. Other taxpayers may take a more relaxed approach to their taxes but nevertheless successfully manage to get…
Rank this Week: 3831

New York Probate & Estate…

New York Probate & Estate Litigation Blog

Covers probate news, procedures and resources. By Philip M. Bernstein.

http://www.nyprobatelitigation.com/
  • Jun 19

    Administrators Have To Behave

    Administrators Have To Behave
    Today’s New York Daily News reports the tale of a brawl with potentially  wide-reaching implications for the Administrator of a New York County Estate. The administrator of the 3.1 million dollar estate was arrested for a brawl…
  • Jun 8

    Surrogate Upholds Trustee’s Discretion In Making Distribution

    Surrogate Upholds Trustee’s Discretion In Making Distribution
    In the Matter of Reuben Hoppenstein, No. 2015-2918/A (N.Y. Sur. Mar. 31, 2017) the New York County Surrogate ruled as appropriate the distribution of a life insurance policy to a new trust which eliminated certain beneficiaries of the…
  • Jun 8

    Surrogate Upholds Trustee’s Discretion In Making Distribution

    Surrogate Upholds Trustee’s Discretion In Making Distribution
    In the Matter of Reuben Hoppenstein, No. 2015-2918/A (N.Y. Sur. Mar. 31, 2017) the New York County Surrogate ruled as appropriate the distribution of a life insurance policy to a new trust which eliminated certain beneficiaries of the…
Rank this Week: 265

Marshall Elder & Estate Planning…

Marshall Elder & Estate Planning Blog

Covers Pennsylvania and national elder law and estate planning issues. By Jeffrey A. Marshall.

http://marshallelder.blogspot.com/
  • Jun 19

    Your Hospital Discharge: The Fast Appeal

    Your Hospital Discharge: The Fast Appeal
    You are notified that you will be discharged from the hospital this afternoon. But you are concerned that your discharge is taking place too soon. You think you need additional in-patient care in the hospital. What can you do? Can you stop…
  • Jun 15

    Relief from the Medicare Part B Late Enrollment Penalty

    Relief from the Medicare Part B Late Enrollment Penalty
    Medicare to Provide Relief for Late Medicare Part B Enrollment Penalties in Certain Circumstances [This article was written by Elizabeth White, CELA*, an Elder Law Attorney with Marshall, Parker and Weber. It is posted here with her…
  • Jun 12

    How to Begin your Estate Planning

    How to Begin your Estate Planning
    [This article was written by Tammy Weber, Managing Attorney with my law firm, Marshall, Parker and Weber] Estate planning is a process that you use to protect your loved ones and your home and savings. You know you should do it, but…
Rank this Week: 2955

Law Office of Andrew M. Lamkin,…

Law Office of Andrew M. Lamkin, P.C. Blog

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jun 19

    What to do When a Beneficiary is Serving a Prison Sentence

    What to do When a Beneficiary is Serving a Prison Sentence
    Experienced Estate Planning Attorney Serving Families and Beneficiaries in Upstate New York A beneficiary of an estate could find him or herself serving time in jail or prison. What is an executor to do when a beneficiary is otherwise…
  • Jun 15

    Estate Planning While Unemployed

    Estate Planning While Unemployed
    Experienced Attorney Helping the Unemployed with Estate Planning in Upstate New York Technically, a person can create an estate plan at any time in his or her life, including while unemployed. Naturally, you want an estate plan that addresses…
  • Jun 5

    What if a Trustee is Stealing from the Family Trust?

    What if a Trustee is Stealing from the Family Trust?
    Sadly, it happens more often than people realize. A person trusted with the task of managing family assets and funds decides to take advantage of that access. When a trustee steals from the family trust, you might wonder what legal options…
Rank this Week: 1810

KEYTLaw

KEYTLaw

Covers Arizona and federal laws.

http://www.keytlaw.com/blog
  • Jun 17

    0.3% of 11,944 Peer-reviewed Climate Articles Said Warming is Man-made

    0.3% of 11,944 Peer-reviewed Climate Articles Said Warming is Man-made
    This article called "To Put America First Is to Put Our Planet’s Climate First" was written by Istvan Marko, J. Scott Armstrong, William M. Briggs, Kesten Green, Hermann Harde, David R. Legates, Christopher Monckton of Brenchley, and…
  • Jun 17

    Environmental Effects of Increased Atmospheric Carbon Dioxide

    Environmental Effects of Increased Atmospheric Carbon Dioxide
    This scientific research paper was written by Arthur B. Robinson, Noah E. Robinson and Willie Soon and published by the Oregon Institute of Science and Medicine.  The following is from the abstract: "Review of the research literature…
  • Jun 4

    Democrats Love Socialism

    Democrats Love Socialism
    Socialism has never worked any where on the planet, but people who push socialism don't let facts get in the way of their belief in the religion called "socialism."  In this video Ami Horowitz goes to Venezuela to find out how well…
Rank this Week: 208

Estate Planning in California

Estate Planning in California

By the Law Offices of Shahram Miri, Inc.

http://calestateplanning.blogspot.com/
  • Jun 16

    Breach of Trust and the Statute of Limitation

    Breach of Trust and the Statute of Limitation
    Probate Code § 16460(a)(2) provides that if "an interim or final account in writing or other written report does not adequately disclose the existence of a claim against the trustee for breach of trust or if a beneficiary…
  • Jun 2

    Attorney-Client Communication

    Attorney-Client Communication
    One of the requirements I have for any client is for there to be a clear channel of communication between the parties (I'm positive other attorneys require the same). This is a bilateral relationship. If the client inquires, I respond in a…
  • May 18

    Spendthrift Clause - Carmack v. Reynold

    Spendthrift Clause - Carmack v. Reynold
    A common provision to include in a trust for a careless beneficiary is a spendthrift provision. This provision provides protection to a beneficiary's inheritance by limiting the ability of a creditor to attach their claim to a beneficiary's…
Rank this Week: 1364

Bingham Greenebaum Doll Blog

Bingham Greenebaum Doll Blog

Covers Indiana law.

http://www.bgdlegal.com/blog/
  • Jun 16

    IRS Grants Limited Portability Election Relief

    IRS Grants Limited Portability Election Relief
    In response to a flood of IRS Private Letter Ruling requests to extend the time for making the gift and estate tax exemption portability election for the estate of the first spouse to die, the IRS has issued Revenue Procedure 2017-34 granting…
  • Jun 13

    Independent Contractors and Joint Employment: Has Anything Really Changed?

    Independent Contractors and Joint Employment: Has Anything Really Changed?
    On June 7, 2017, the Department of Labor (DOL) issued the following press release that withdrew previously issued “informal guidance” regarding independent contractors and joint employment: “U.S. Secretary of Labor Alexander…
  • Jun 5

    Significant Trust Modification and Geographic Transfer Approved

    Significant Trust Modification and Geographic Transfer Approved
    Kentuckian John G. Stoll was, among other things, a well-regarded philanthropist and the former owner of the Lexington Herald Newspaper. When he died in 1959, he left behind a significant fortune, and dozens of heirs. By 2013, approximately…
Rank this Week: 3779

Estate Planning Blog

Estate Planning Blog

Covering estate planning, elder law, special needs planning, and veteran's benefits in Virginia. By Hook Law Center.

http://www.hooklawcenter.com/blog/
  • Jun 16

    Use this Tool to Prevent Financial Exploitation and Identity Theft

    Use this Tool to Prevent Financial Exploitation and Identity Theft
    A hot topic of late among elder law attorneys and certainly in our office is financial exploitation. Between data breaches in the insurance and other industries, phone scams, phishing e-mails, malware on computers, and occasional…
  • Jun 9

    Breach of Fiduciary Duties under a Power of Attorney

    Breach of Fiduciary Duties under a Power of Attorney
    Many agents may be unaware of their duties and limitations under a power of attorney. This is causing an increased amount of family disputes related to mismanagement of the principal’s funds, and a claim for breach of fiduciary duties.…
  • Jun 2

    World Elder Abuse Awareness Day

    World Elder Abuse Awareness Day
    June 15 is World Elder Abuse Awareness Day. The theme this year is “Understand and End Financial Abuse of Older People: A Human Rights Issue”. The UN reports that 5-10 percent of older people worldwide may experience financial…
Rank this Week: 1490

Hook Law Center Blog

Hook Law Center Blog

Covers elder law and estate planning in Virginia.

https://www.hooklawcenter.com/blog/
  • Jun 16

    Use this Tool to Prevent Financial Exploitation and Identity Theft

    Use this Tool to Prevent Financial Exploitation and Identity Theft
    A hot topic of late among elder law attorneys and certainly in our office is financial exploitation. Between data breaches in the insurance and other industries, phone scams, phishing e-mails, malware on computers, and occasional…
  • Jun 9

    Breach of Fiduciary Duties under a Power of Attorney

    Breach of Fiduciary Duties under a Power of Attorney
    Many agents may be unaware of their duties and limitations under a power of attorney. This is causing an increased amount of family disputes related to mismanagement of the principal’s funds, and a claim for breach of fiduciary duties.…
  • Jun 2

    World Elder Abuse Awareness Day

    World Elder Abuse Awareness Day
    June 15 is World Elder Abuse Awareness Day. The theme this year is “Understand and End Financial Abuse of Older People: A Human Rights Issue”. The UN reports that 5-10 percent of older people worldwide may experience financial…
Rank this Week: 746

Wealth Law Blog

Wealth Law Blog

Covers building, protecting and distributing wealth. By Samuels Yoelin Kantor LLP.

http://samuelslaw.com/blog/
  • Jun 15

    June 15 – World Elder Abuse Awareness Day

    June 15 – World Elder Abuse Awareness Day
    June 15th is World Elder Abuse Awareness Day, a day designated to bring visibility to the prevalence of global elder abuse. According to the National Council on Aging, one in ten Americans aged 60 or above have experienced some form of elder…
  • Jun 13

    The Longest Day

    The Longest Day
    The Longest Day: A Global Movement to Help End Alzheimer’s Disease The Longest Day is June 21, 2017. “The Longest Day is all about love. Love for all those affected by Alzheimer's disease. On the summer solstice, team up with the…
  • Jun 8

    No Questions Asked: Oregon’s Equal Pay Act

    No Questions Asked: Oregon’s Equal Pay Act
    On May 22, 2017, the House unanimously re-passed House Bill 2005. The legislation, which is more commonly known as the Equal Pay Act of 2017, was amended by the Senate last week, and is now headed to Governor Brown for her signature. While…
Rank this Week: 810

Connecticut Estate Planning…

Connecticut Estate Planning Attorneys Blog

Covers estate planning. By CzepigaDalyPope LLC.

http://www.czepigalaw.com/blog/
  • Jun 15

    Do You Have To Go Through Probate?

    Do You Have To Go Through Probate?
    The process of properly handling inherited property can be confusing if you’re not familiar with the relevant laws and legal procedures. For instance, how do you know whether or not you’ll need to go through probate? While there…
  • Jun 1

    How Pets Make Our Lives Healthier

    How Pets Make Our Lives Healthier
    You may have personally experienced the calming effect of an animal — the contented purring of a cat or the companionable presence of a dog. But did you know that many scientific studies have proven that spending time with animals, even…
  • Jun 1

    LGBT Discrimination in Elder Care – It’s Real

    LGBT Discrimination in Elder Care – It’s Real
    By Claudia Englisby No one should ever have to pretend to be someone they’re not. This is especially true later in life when a person has, by dint of having years’ worth of life experience, earned the right to live authentically,…
Rank this Week: 3599

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Jun 15

    THE IRS ISSUES MORE ESTATE TAX PORTABILITY RELIEF

    THE IRS ISSUES MORE ESTATE TAX PORTABILITY RELIEF
    In 2011, Congress raised the estate tax exclusion amount to $5 million per person (indexed for inflation) and added portability to the estate tax laws. The portability provision is an election that allows a surviving spouse to carry over any…
  • Jun 12

    MINNESOTA TAX LAW CHANGE AS TO RESIDENCY REQUIREMENTS

    MINNESOTA TAX LAW CHANGE AS TO RESIDENCY REQUIREMENTS
    With the number of retirees moving to states which do not access an income, estate or inheritance tax many states are trying to find ways to recoup the lost revenue. The Minnesota Department of Revenue previously took the position that the…
  • Jun 6

    INCOME TAX EVASION - BELGIUM, COLUMBIA AND PORTUGAL JOIN THE FIGHT

    INCOME TAX EVASION - BELGIUM, COLUMBIA AND PORTUGAL JOIN THE FIGHT
    Maintaining an offshore bank account is not illegal, however, failing to report income and interest earned is tax evasion. Effective January 1, 2017, IRS Revenue Procedure 2017-31 added Belgium, Columbia and Portugal to the list of countries…
Rank this Week: 2413