Most Popular Estate Planning Blawgs Expanded View List View

Blogs 46 - 90 of 255
Sorted by Popularity | Sort by Name | Sort by Last Post Date
Today | This Week | This Month | All Time |

Ask Liza: Nolo's Estate Planning…

Ask Liza: Nolo's Estate Planning Blog

Covers estate planning and wills. By Liza Weiman Hanks.

http://blog.nolo.com/estateplanning/
  • Jun 15

    Leaving Money to a Kid That Can’t Handle It

    Leaving Money to a Kid That Can’t Handle It
    Dear Liza: My wife and I are are planning to initiate an estate plan soon but we keep running into the issue of how to leave everything to our 28 year old son. He would be the only recipient as we have no other children, but he has no…
  • Jun 8

    What Should I Do About Assets Not Held in Trust?

    What Should I Do About Assets Not Held in Trust?
    Dear Liza: My husband and I married in our 60’s and managed our affairs as “yours, mine and ours”.  He held his assets in accounts named as his trust. All combined assets were joint accounts, joint tenancy , etc. My…
  • Jun 1

    Can I Administering a Trust Without a Lawyer?

    Can I Administering a Trust Without a Lawyer?
    Liza: I live in California and my dad passed away recently. I am the executor of his living trust.  His estate is around $500K.  Do I need an attorney to handle his trust?  Can I do it?  Or can a paralegal take…
Rank this Week: 1181

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 9

    Big Changes for the Pennsylvania Liquor Code

    Big Changes for the Pennsylvania Liquor Code
    You may have been surprised to see the news on the front page of the newspaper this morning: More convenient beer and wine sales? Sure, say shoppers Q&A: What does Pennsylvania’s new liquor law mean for you? Believe it or not, the…
  • May 27

    Reflections on Leadership Lancaster – The Finale

    Reflections on Leadership Lancaster – The Finale
    As a proud member of the Leadership Lancaster Core Class of 2016, I will be posting periodic updates of my experiences in the program. Learn more about Leadership Lancaster at www.leadershiplancaster.org or feel free to contact me directly…
  • May 18

    New Federal Rule Increases Employee Eligibility for Overtime Pay

    New Federal Rule Increases Employee Eligibility for Overtime Pay
    In a March 17, 2016 press release, the White House announced that the Department of Labor will issue a final rule today that will expand workers’ eligibility to receive overtime pay (time-and-a-half). Under the prior rule, only workers…
Rank this Week: 916

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 9

    Man Launches Website to Store Estate Planning Document

    Man Launches Website to Store Estate Planning Document
    Even if you spend the time meeting with your estate planning attorney and follow up annually to make changes, it can be frustrating for your loved ones to have no idea where to look for your final wishes when you pass away. It can also be a…
  • May 26

    Protect Yourself from the Most Overlooked Aspect of Estate Planning

    Protect Yourself from the Most Overlooked Aspect of Estate Planning
    There are many individuals who understand the basic benefits of estate planning, but they fail to realize that leaving their beneficiary designations the same from their initial estate planning meeting can be devastating. This is because…
  • May 19

    What Are the Advantages of Using a Revocable Living Trust as Opposed To a Will?

    What Are the Advantages of Using a Revocable Living Trust as Opposed To a Will?
    While you will certainly need a will as your basic estate planning tool, you may also choose to use a revocable trust. There are several different reasons why revocable trusts can be seen as advantageous when compared with wills. Flexibility…
Rank this Week: 1106

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

Covers wills & trusts, probate and conservatorships. By Ginzburg & Bronshteyn LLP.

http://www.losangelesprobatelitigationattorneyblog.com/
  • May 29

    Estate Planning & Probate luncheon with Judge Glen Reiser, Ventura County Probate Judge

    Estate Planning & Probate luncheon with Judge Glen Reiser, Ventura County Probate Judge
    On May 26, 2016, the Estate Planning and Probate Section of the Ventura County Bar Association was fortunate to have Judge Glen M. Reiser, presiding probate judge, present a State of the Probate Court address at the Wedgewood Ventura. …
  • Mar 19

    Lunch with The Probate Judges – 2016

    Lunch with The Probate Judges – 2016
    On March 15, 2016, Judges of the Probate Court for Los Angeles County discussed the current state of the Probate Court and addressed issues and concerns affecting the Court, the courtroom transitions, modernizing the system to benefit…
  • Mar 5

    The Game Changer in the Legal World of Trustees, Beneficiaries and Incapacitated Settlor

    The Game Changer in the Legal World of Trustees, Beneficiaries and Incapacitated Settlor
    To discuss your needs and discover your options, consult the Los Angeles incapacity and estate planning attorneys at Ginzburg & Bronshteyn, LLP.  We serve clients in Orange County, Los Angeles, San Francisco, Ventura County, and…
Rank this Week: 750

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

Covers estate planning, probate, taxes, elder law, business law and employment law issues. By Law Office of David M. Goldman PLLC.

http://www.floridaestateplanninglawyerblog.com/
  • May 27

    Remarriage Protection

    Remarriage Protection
    Remarriage Protection Many lawyers proclaim to have remarriage protection in their estate planning documents, but few estate plans deal with these issues completely. A traditional trust that deals with remarriage will include language that…
  • May 4

    Prince – Estate planning

    Prince – Estate planning
    Like many deaths, the death of the legendary pop star Prince came as a shock and surprise for the world.  What shocked estate planning attorneys even more so is the possibility that Prince may have died without a will or an estate plan,…
  • May 4

    Prince – Estate planning

    Prince – Estate planning
    Like many deaths, the death of the legendary pop star Prince came as a shock and surprise for the world.  What shocked estate planning attorneys even more so is the possibility that Prince may have died without a will or an estate plan,…
Rank this Week: 954

South Florida Estate Planning Law

South Florida Estate Planning Law

Covers South Florida estate planning, probate and tax law issues. By David Shulman.

http://www.sofloridaestateplanning.com/
  • May 4

    Britney Spears’s Conservatorship (Guardianship) Is Still in Place

    Britney Spears’s Conservatorship (Guardianship) Is Still in Place
    It’s an awful thing when you are unable to manage your own affairs. Usually, it happens to the very elderly. Due to senile dementia, Alzheimers, or other diseases, they can not manage their own finances, or make informed decisions about…
  • Apr 26

    This is what it sounds like – when people die intestate

    This is what it sounds like – when people die intestate
    The biggest enemy of proper estate planning is procrastination. As the world knows, Prince died last week. Today we find out that he died intestate, which is a fancy word that lawyers use for dying without a will. When you die intestate, the…
  • Mar 11

    My monthly appearance on the “Ask the Experts” radio show, 3-10-2016

    My monthly appearance on the “Ask the Experts” radio show, 3-10-2016
    Going forward, I’ll be appearing monthly on the “Ask the Experts” radio show to discuss estate planning, probate, guardianships, elder law, and other related issues. Yesterday, I got there in the nick of time. If it…
Rank this Week: 1072

Thoits Law Blog

Thoits Law Blog

Discusses important legal developments in the areas of business, employment, intellectual property, litigation, real estate, and estate planning. By Thoits, Love, Hershberger & McLean.

http://www.thoitslaw.com/blog/
  • Apr 29

    Authenticating Electronic Agreements and Signature

    Authenticating Electronic Agreements and Signature
    A new California Court of Appeal decision, Espejo v. Southern California Permanente Medical Group, elaborates on how to prove that documents signed online, digitally, are authentic, and therefore have the same effect as a handwritten…
  • Mar 9

    New Harassment Policies Required in California

    New Harassment Policies Required in California
    Employers in California should immediately review their harassment policies to ensure compliance with California's new harassment prevention regulations. California law mandates that employers have an affirmative duty to prevent harassment…
  • Apr 8

    You Really, Really Need a Shareholder Buy-Sell Agreement

    You Really, Really Need a Shareholder Buy-Sell Agreement
    ...a relatively small investment of time spent on the fundamentals can yield significant dividends in the future – and help to avoid much distress. And, the first fundamental, particularly for founders who do not anticipate seeking venture…
Rank this Week: 694

PVW Estate Planning, Business…

PVW Estate Planning, Business Succession Planning & Asset Protection Planning Blog

Covers current issues affecting and strategies regarding estate, business succession, and asset protection planning. By Parsonage Vandenack Williams LLC.

http://www.pvwestateplanning.wordpress.com/
  • Apr 20

    Proposed Basis Consistency Regulation

    Proposed Basis Consistency Regulation
    The Internal Revenue Service released proposed and temporary regulations to further consistency in the reporting of the tax basis of certain property received by a beneficiary of an estate or trust. These regulations provide guidance…
  • Apr 19

    New Nebraska Law for Accessing Digital Assets of Deceased

    New Nebraska Law for Accessing Digital Assets of Deceased
    On April 13, Nebraska passed legislation for handling digital assets for those that die or become unable to manage their own assets. LB 829 authorizes four types of individuals to manage the digital assets, similar to how they would manage…
  • Mar 25

    GUN TRUST DRAFTING CHECKLIST

    GUN TRUST DRAFTING CHECKLIST
    By Mary E. Vandenack With Due Credit to Nicholas Meier and Alex Rainville What Is a Gun Trust? Gun trusts are a legal means of owning firearms and can provide benefits over individual ownership. Gun trusts are for the purpose of receiving,…
Rank this Week: 1166

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
  • Apr 1

    Lessons from mom on estate planning

    Lessons from mom on estate planning
    It’s only been three weeks, to the day, since my mom died and I have a few thoughts on what I have learned in regard to her estate planning matters. Some things done right and things not done right. VICTORY: My mom named me as…
  • Mar 29

    Losing a loved one

    Losing a loved one
    We have all lost a loved one… or will eventually lose a loved one. Losing a loved one is hard there is no question. It is a sad reality of life though.  I lost my dad when I was 14. I remember it well of course.  My mom was a…
  • Feb 18

    Billable Hours – be careful!

    Billable Hours – be careful!
    I was talking to one of my probate clients yesterday and he told me a story about a bill he received from the attorney who drafted his mom’s will and trust which include some scary billable hours.  My client, who we will call Bob…
Rank this Week: 1006

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/
Rank this Week: 913

The Estate Planning and Wealth…

The Estate Planning and Wealth Preservation Blog for Trusted Advisors

Covers asset protection, estate and gift tax, and wills and trusts. By Fox Rothschild LLP.

http://estateplanning.foxrothschild.com/
  • Feb 4

    Form 8971 and Instructions Issued – How do they Apply to Portability-Only 706 Filings?

    Form 8971 and Instructions Issued – How do they Apply to Portability-Only 706 Filings?
    Earlier this week, the IRS issued final Form 8971 and the related Instructions.  The form is used to report the final estate tax value of property distributed from an estate.  The purpose of the form is to help the IRS enforce…
  • Dec 14

    An Alternative to Estate Tax Closing Letter

    An Alternative to Estate Tax Closing Letter
    As detailed in our two previous posts in early July and a week ago, the IRS will no longer automatically be issuing estate tax closing letters.  The Executor can either call the IRS to request a closing letter (once 4 months have…
  • Dec 1

    Update on IRS Procedure for Estate Tax Closing Letter

    Update on IRS Procedure for Estate Tax Closing Letter
    As we reported in early July, the IRS will no longer be automatically issuing estate tax closing letters.  The burden is on the Executor to request one once 4 months have passed since the filing of the estate tax return.  The IRS…
Rank this Week: 1242

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/
  • Dec 14

    Abuse of a Power of Attorney is a Crime

    Abuse of a Power of Attorney is a Crime
    According to the American Bar Association Commission on Law and Aging, too many criminal justice professionals lack awareness in the role they can play in holding offenders accountable. An agent who violates the duty owed to the…
  • Dec 11

    New PA Orphans' Court Rule

    New PA Orphans' Court Rule
    The Pennsylvania Orphans’ Court Procedural Rules Committee published a proposal for new Orphans’ Court Rules in April 2013 with a comment period was open until June 13, 2013. After comments, some revisions were made. The…
  • Dec 7

    Who Has Standing to Challenge the Actions of an Agent Under a Power of Attorney?

    Who Has Standing to Challenge the Actions of an Agent Under a Power of Attorney?
    Recent changes were made to Pennsylvania's power of attorney statute by Act 95 which was enacted in 2014 and amended Title 20, Chapter 56 of the PEF Code. All of the Act's provisions have been effective since January 1, 2015. PEF Code Section…
Rank this Week: 680

The Zimmer Law Firm

The Zimmer Law Firm

Covers elder law, estate planning, Medicaid, probate, wills and trusts.

http://www.zimmerlawfirm.com/blog/
  • Nov 26

    Empowering Consumers in End of Life Discussion

    Empowering Consumers in End of Life Discussion
    Few things are more awkward than conversations with family and loved ones about end of life considerations. Medicare, however, believes doctors who have these discussions with their patients should be reimbursed for their time. It makes…
  • Nov 24

    When a Child Remains Dependent on His Parent

    When a Child Remains Dependent on His Parent
    There are close to 59 million children who are disabled in the U.S. For parents, it presents a unique challenge in that it often equates to a lifelong situation where the child remains dependent on his parents. For these parents, it’s…
  • Nov 19

    Are Reverse Mortgages Safe?

    Are Reverse Mortgages Safe?
    Most of us have seen the commercials touting the many benefits of reverse mortgages. When they became more popular and well known, many believed they were the solution for senior citizens in need of a cash infusion. Now, though, there are new…
Rank this Week: 827

New York Personal Injury Lawyer…

New York Personal Injury Lawyer Blog

Covers personal injury law. By the Law Offices of Stephen Bilkis & Associates.

http://www.newyorkinjurylawyer247blog.com/
  • Sep 22

    Supreme Court, Bronx County

    Supreme Court, Bronx County
    A Bronx Estate Litigation Lawyer said that, defendant-appellant moved pursuant to CPLR 510(1) to change the venue of the instant matter from Bronx County to Westchester County more than three years after the commencement of the action and…
  • Sep 22

    Supreme Court, Bronx County

    Supreme Court, Bronx County
    A Bronx Estate Litigation Lawyer said that, defendant-appellant moved pursuant to CPLR 510(1) to change the venue of the instant matter from Bronx County to Westchester County more than three years after the commencement of the action and…
  • Sep 17

    Integrated Domestic Violence Court...cont

    Integrated Domestic Violence Court...cont
    This case raises two questions concerning application of the recently enacted Uniform Child Custody Jurisdiction Enforcement Act (UCCJEA), set forth at article 5-A of the Domestic Relations Law: (1) whether (as the father urges) title 3 of…
Rank this Week: 965

Crider Law P.C. Blog

Crider Law P.C. Blog

Covers elder law, estate planning and family law.

http://www.criderlaw.net/blog/
  • Aug 12

    US Adults Worry They Will Outlive Their Saving

    US Adults Worry They Will Outlive Their Saving
    According to a recent Northwestern Mutual Insurance survey, nearly one-third of US adults believe that it is more likely than not that they will outlive their savings. Follow this link to the survey. A foundational estate plan can be a…
  • Jun 4

    5 Tips For Helping Your Kids After Divorce

    5 Tips For Helping Your Kids After Divorce
    Dr. Samantha Rodman, renowned divorce therapist and author of How to Talk to Your Kids About Your Divorce, tells The Huffington Post that the hardest divorce experiences are, by far, the ones where small children are involved. It’s…
  • Apr 23

    Estate Planning and Investment: A Symbiotic Relationship

    Estate Planning and Investment: A Symbiotic Relationship
    Imagine inheriting a quarter of a million dollars but having absolutely no idea what to do with it. That’s a good problem to have, but a problem nonetheless. View image | gettyimages.com CNN Money recently reached out with advice to a…
Rank this Week: 857

Vandrew Law Blog

Vandrew Law Blog

Covers asset protection, estate planning, tax law, and small business law.

http://vandrew.com/
  • Jul 12

    Estate Planning Traps & Bitcoin: 5 Things Bitcoin Holders Must Do Today

    Estate Planning Traps & Bitcoin: 5 Things Bitcoin Holders Must Do Today
    When it comes to estate planning, very little has been mentioned about bitcoin. While bitcoin is subject to wills and revocable living trusts like any other asset, there are some special considerations. Most seasoned holders of bitcoin are…
  • Jun 3

    6 Things You Can Do Right Now To Live Richer and Leave More for Your Loved One

    6 Things You Can Do Right Now To Live Richer and Leave More for Your Loved One
    When talking about estate planning, we often get all twisted up in the mechanisms (revocable living trusts, wills, death taxes, etc.). We then lose sight of the bigger picture, which is how to live more richly with the time we do have. When I…
  • Feb 14

    NJ Estate Planning Update for 2015

    NJ Estate Planning Update for 2015
    The outlook for estate planning, revocable living trusts, and wills in New Jersey may be about to change. Over the past couple of months, the Obama Administration has proposed sweeping changes to estate and gift taxation. The two most notable…
Rank this Week: 1159

North Carolina Estate Planning…

North Carolina Estate Planning Blog

Covers legal issues relating to wealth transfer, asset preservation, probate, and taxation. By Greg Herman-Giddens of Trust Counsel, P.A.

http://www.ncestateplanningblog.com/
  • May 29

    New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children

    New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children
    Same-sex couples who have a child in North Carolina could previously only list one parent on the child’s birth certificate. This made administration of additional documentation for the child (Social Security card, school registrations,…
  • May 27

    Covering Retirement v. Leaving Inheritance

    Covering Retirement v. Leaving Inheritance
    Expenses in senior years continue to be a concern for many Americans. As multiple studies show, most individuals do not maintain adequate retirement contributions. As the costs of long-term care (LTC) insurance policies and LTC costs rise,…
  • May 26

    Avoid a Will Dispute

    Avoid a Will Dispute
    An individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully contesting a will in North Carolina (and similarly in other states) requires evidence of certain…
Rank this Week: 651

Probate, Trusts and Estate Law…

Probate, Trusts and Estate Law Blog

Cover international estate planning considerations, sophisticated estate planning techniques, answers to common estate planning questions, and probate, estate and gift tax law By Janet Brewer.

http://www.calprobate.com/blog/
  • Apr 13

    QTIP Trust Frequently Asked Question

    QTIP Trust Frequently Asked Question
    QTIP trusts are excellent options for a number of married couples, especially those who have been married two or more times, or those with blended families. However, not many people understand what a QTIP trust is, what the benefits are, or…
  • Apr 10

    California Estate Planning Myths & Misconceptions (Part 2)

    California Estate Planning Myths & Misconceptions (Part 2)
    In our last post, we outlined four common myths surrounding estate planning in California. Today, we’ll look at four more common misconceptions that we hear in our office from individuals new to estate planning.
  • Apr 9

    California Estate Planning Myths & Misconceptions (Part 1)

    California Estate Planning Myths & Misconceptions (Part 1)
    One of the reasons that far too many people don’t take care of their basic estate planning needs is that they hold common misconceptions about what estate planning is, how it works, and whether they need to worry about it. Below, we…
Rank this Week: 851

Orange County Estate Planning…

Orange County Estate Planning Lawyer Blog

Covers estate planning, real estate and property law. By Crockett Law Corp.

http://www.orangecountyestateplanninglawyer-blog.com/
  • Dec 31

    Estate Planning Where Lack of Mental Capacity

    Estate Planning Where Lack of Mental Capacity
    California has certain standards as to people’s capacity to make wills and trusts. If those standards are not met, then the will and are trust could be declared invalid. When a person becomes incompetent such that they lack mental…
  • Dec 29

    Guardianships For Children

    Guardianships For Children
    Who Will Take Care of My Children and Their Inheritance if the Worst Happens? The parent of a minor child has the legal power to nominate a Guardian of the person. The nomination will typically appoint the surviving spouse if there is one and…
  • Dec 22

    Probate Counting of Pre-Death Transfer

    Probate Counting of Pre-Death Transfer
    In many family situations money is passed from parents to children with no documentation and with only verbal understandings. To prevent discord or even litigation among heirs, it would be better to document if any Pre-Death Transfers of…
Rank this Week: 702

Michigan Estate Planning

Michigan Estate Planning

Covers estate planning issues for consumers. Published by Andy Richards of Smith Bovill P.C.

http://michiganestateplanning.blogspot.com/
  • Nov 17

    Welcome Clarification on Family Transfers of Residential Real Property and “Uncapping”

    Welcome Clarification on Family Transfers of Residential Real Property and “Uncapping”
    The new law now provides that transfers of property into and out of a trust, and via an estate, to these family members, are exempt, in addition to direct transfers.Beginning December 31, there is yet another beneficial new exception to…
  • Mar 9

    Should You have a “Ladybird” Deed?

    Should You have a “Ladybird” Deed?
    Twenty-five years ago, I was covering for an astute, senior partner at my first law firm employment. I got a call from the title company questioning a deed he had drafted. His proposed form of conveyance purported to convey all but a "life…
  • Feb 25

    New Michigan Law Avoids “Uncapping” in Family Transfer

    New Michigan Law Avoids “Uncapping” in Family Transfer
    Two years ago in March, I reported here on the Klooster v City of Charlevoix case, which addressed the issue of "uncapping" in a real estate transaction between family members. 1994 amendments to the Michigan Real Property Tax, placed a…
Rank this Week: 1055

Florida Elder Law and Estate Blog

Florida Elder Law and Estate Blog

Covers Florida estate planning, probate, and construction law issues. By the Law Office of R. Kellen Bryant., P.L.

http://www.eldercarelawjacksonville.com/
Rank this Week: 947

Duffy Law Office

Duffy Law Office

Covers estate planning and elder law in Iowa.

http://www.duffylawoffice.com/blog/
  • Aug 21

    Why Is Incapacity Planning Important?

    Why Is Incapacity Planning Important?
    Everyone should have an incapacity component embedded within a broader estate plan. In this post we will look at the importance of incapacity planning. Aging of the Population People are living longer and longer lives. The average life span…
  • Aug 21

    Why Is Incapacity Planning Important?

    Why Is Incapacity Planning Important?
    Everyone should have an incapacity component embedded within a broader estate plan. In this post we will look at the importance of incapacity planning. Aging of the Population People are living longer and longer lives. The average life span…
  • Aug 21

    Why Is Incapacity Planning Important?

    Why Is Incapacity Planning Important?
    Everyone should have an incapacity component embedded within a broader estate plan. In this post we will look at the importance of incapacity planning. Aging of the Population People are living longer and longer lives. The average life span…
Rank this Week: 649

Estate Street

Estate Street

Covers probate and estate and tax planning. By Craig Hughes.

http://estatestreet.blogspot.com/
  • Jan 30

    Grantor vs Non-Grantor Trust

    Grantor vs Non-Grantor Trust
    I received a call a couple of days ago from previous clients who asked whether or not they needed to get a tax number for their trust.  They did not understand that as their trust was a revocable trust (also known as a grantor…
  • Jan 23

    The Cost of Death on the Rise

    The Cost of Death on the Rise
    It can be expensive to die, and I am not talking medical bills at the end of life.  The cost to purchase burial items are expensive.  An article written by Michael De Groote in the Deseret News by Michael De Groote dated…
  • Jan 21

    Gifts To Grandchildren

    Gifts To Grandchildren
    Gifts given to grandchildren by grandparents can be a great blessing.  Kelly Greene wrote an article in the Wall Street Journal September 14, 2012, titled "Are You Coddling Your Grandkids?"  In her article, Ms. Greene indicates five…
Rank this Week: 1238

California Tax Attorney Blog

California Tax Attorney Blog

Covers tax controversies involving the IRS and California Franchise Tax Board, as well as California probate, estate planning matters and business transactions. By Mitchell A. Port.

http://www.californiataxattorneyblog.com/
  • Sep 2

    Test Entry

    Test Entry
    Testing schedule feature
  • Aug 30

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized
    The U.S. Department of the Treasury and the Internal Revenue Service (IRS) ruled yesterday that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. The ruling…
  • Aug 30

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized

    For Federal Tax Purposes, All Legal Same-Sex Marriages Will Be Recognized
    The U.S. Department of the Treasury and the Internal Revenue Service (IRS) ruled yesterday that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. The ruling…
Rank this Week: 817

New Jersey Estate Planning &…

New Jersey Estate Planning & Elder Law Blog

Covers business law and planning, elder law, estate planning, and probate and estate administration. By Deirdre Wheatley-Liss.

http://www.njelderlawestateplanning.com/
  • Apr 2

    Love is Lost - And So is Your Inheritance - Divorce Really Ends Thing

    Love is Lost - And So is Your Inheritance - Divorce Really Ends Thing
    A common plan among our married clients is to leave their property to their spouse, either outright or in trust - oft-referred to as the “I Love You” Will. Sometimes, love is lost and the couple divorces. We recommend our clients…
  • Mar 25

    Personal Injury Damages and Medicaid Liens - SCOTUS Decide

    Personal Injury Damages and Medicaid Liens - SCOTUS Decide
    You have a horrific accident and are looking at a life of extreme medical care.  The accident was caused by another person (drunk truck driver). You get a multi-million dollar award.  Does the state that you live in get a…
  • Mar 25

    Personal Injury Damages and Medicaid Leins - SCOTUS Decide

    Personal Injury Damages and Medicaid Leins - SCOTUS Decide
    You have a horrific accident and are looking a life of extreme medical care.  The accident was caused by another person (drunk truck driver). You get a multi-million dollar award.  Does the state that you live in get a share? First,…
Rank this Week: 1126

The Ohio Trust & Estate Blog

The Ohio Trust & Estate Blog

Covers estate tax, marriage, medicaid and probate. By Michael D. Bonasera.

http://www.bonasera.org
  • Dec 18

    TOMMY!

    TOMMY!
    So I’ve not posted for a while.  In fact, you’ll note that I mention in the below post that my son was about a month from arriving…  Well, arrive he did.  On 6/18/2012 Tommy arrived and, smiling almost ever…
  • May 8

    Sad Update

    Sad Update
    Its been a while since I’ve written anything here and, though I fully intend to get back to it in the coming months, a couple sad events required mentioning: MCA died last Friday.  The number of tributes available on the web make this…
  • Aug 16

    So Many Great Blogs, So Little Time

    So Many Great Blogs, So Little Time
    My Google Reader account is getting pretty full-up.  There’s so many great resources out there for estate planning that it’s getting hard to keep up!  It’s a nice problem to have I guess…
Rank this Week: 836

New York Trusts & Estates Law…

New York Trusts & Estates Law Blog

Covers New York wills, trusts, estates, and elder law. By Saul Elnadav.

http://trustsestateslaw.com
Rank this Week: 801

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 26

    Medicaid Estate Recovery – The Facts (Part 1) #MedicaidEstateRecovery

    Medicaid Estate Recovery – The Facts (Part 1) #MedicaidEstateRecovery
                I got a call the other day from the son of a client.  We had obtained Medicaid for his father, preserving the home and just under $120,000 under Medicaid’s…
  • Jun 19

    When Protecting Assets Beware of Capital Gains Tax (Part 3)

    When Protecting Assets Beware of Capital Gains Tax (Part 3)
                The last two weeks I have been explaining the danger of ignoring a potential capital gains tax while focusing on the avoidance of estate tax and asset protection from the cost…
  • Jun 12

    When Protecting Assets Beware of Capital Gains Tax (Part 2)

    When Protecting Assets Beware of Capital Gains Tax (Part 2)
                 Last week I told you that when protecting assets from the cost of long term care or from an estate tax when you pass away, there is another tax – capital gains tax…
Rank this Week: 1865

Estate Planning & Probate 411

Estate Planning & Probate 411

Covers California probate, wills, trusts, powers of attorney, incapacity and related topics. By Helene P. Dreyer Koch.

http://indianwellsestateplanningattorney.com/
  • Jun 25

    How Can You Help with Their College Expenses?

    How Can You Help with Their College Expenses?
    If you have children or grandchildren who have not yet completed their college education, you may be wondering how to help them achieve that goal. Two popular choices are the 529 College Education Plan and an Education Trust. A 529 ……
  • Feb 19

    What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?

    What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?
    POLST stands for “Physician Orders for Life-Sustaining Treatment.” It differs from an Advance Healthcare Directive (aka medical power of attorney or power of attorney for healthcare) in several ways and is NOT intended to replace…
  • Feb 19

    What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?

    What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?
    POLST stands for “Physician Orders for Life-Sustaining Treatment.” It differs from an Advance Healthcare Directive (aka medical power of attorney or power of attorney for healthcare) in several ways and is NOT intended to replace…
Rank this Week: 2559

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: 4761

Law Office of Roy W. Litherland…

Law Office of Roy W. Litherland Blog

Covers estate planning, probate and living trusts.

http://www.attorneyoffice.com/blog/
  • Jun 24

    Should I Purchase Long-Term Care Insurance?

    Should I Purchase Long-Term Care Insurance?
    70 percent of seniors will eventually need living assistance and you should be aware of the potential long-term care costs that you could face as a senior. The post Should I Purchase Long-Term Care Insurance? appeared first on Law Office of…
  • Jun 15

    Protecting Your Family in a Digital World

    Protecting Your Family in a Digital World
    What follows are some of the tips and strategies provided by the speaker, Jeff Lanza, a Retired FBI Agent, on how to better protect yourself and your family in a digital world. The post Protecting Your Family in a Digital World appeared first…
  • Jun 9

    Commonly Asked Medi-Cal Questions (An Elder Law Today Blog)

    Commonly Asked Medi-Cal Questions (An Elder Law Today Blog)
    Q: Once I qualify for Medi-Cal, will the quality of long term care I receive be sub-standard? A:    No. It is illegal for a long term care facility to discriminate against someone receiving Medi-Cal benefits. By law, Medi-Cal…
Rank this Week: 2747

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

    Keep It Close or Outsource It: New York…

    Keep It Close or Outsource It: New York Corporate Trustees Who you name as a trustee is possibly the most important decision that a person who decides to create a trust will make. The trustee is responsible for distributing income and…
  • Jun 22

    Back to Basics: Discussing Death and Your Estate In New York

    Back to Basics: Discussing Death and Your Estate In New York
    No one likes discussing their own demise. The topic is generally considered taboo amongst most people and is possibly the most uncomfortable conversation topic. This is unfortunate for everyone though, because if a person is unable to discuss…
  • Jun 19

    Family Feud Forever: Dr. King’s Family Squabbles Continue

    Family Feud Forever: Dr. King’s Family Squabbles Continue
    Dr. Martin Luther King Jr. left behind a legacy of peace and understanding, but he may have been surprised by the legacy that his estate is forging. Last Friday, a Fulton County Superior Court Judge declined to make a ruling in a dispute over…
Rank this Week: 4879

Florida Estate Planning and…

Florida Estate Planning and Probate Law Blog

By Marc Soss.

http://floridaestateplanningandprobatelaw.blogspot.com/
  • Jun 24

    NEW 2016 CONNECTICUT POWER OF ATTORNEY LAW

    NEW 2016 CONNECTICUT POWER OF ATTORNEY LAW
    Effective October 1, 2016, the new Connecticut law governing “Powers of Attorney” (written designations of authority) will go into effect (a major update to the 1965 law. The new law, known as the Connecticut Uniform Power of…
  • Jun 10

    FLORIDA GUARDIAN CHARGES BIG BUCKS TO PROTECT WARD WITH ALZHEIMER'S LIVING IN HUNGARY

    FLORIDA GUARDIAN CHARGES BIG BUCKS TO PROTECT WARD WITH ALZHEIMER'S LIVING IN HUNGARY
    www.abcactionnews.com A grieving daughter is fighting against a system that was designed to protect her dadSARASOTA, Fla. - A grieving daughter is fighting against a system that was designed to protect her dad. She regrets the decision of…
  • Jun 9

    HOW YOU CAN PREPARE FOR YOUR ESTATE PLANNING MEETING

    HOW YOU CAN PREPARE FOR YOUR ESTATE PLANNING MEETING
    While meeting with an estate planning attorney may not be on your bucket list of items to accomplish during your lifetime or among your New Year’s resolutions, it is not something that you should put off until you are on your death bed.…
Rank this Week: 2044

German Law Group Blog

German Law Group Blog

Covers estate planning.

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

    Probate Basics: What You Need to Know about Probate in North Dakota

    Probate Basics: What You Need to Know about Probate in North Dakota
    Probate Basics: What You Need to Know about Probate in North Dakota from Raymond German When someone dies, they leave behind an estate that is made up of the assets they owned at the time of death. Eventually, those assets need to be…
  • Jun 23

    Can an IRA Be Inherited Tax-Free?

    Can an IRA Be Inherited Tax-Free?
    Many if not most people have individual retirement accounts that they are contributing into with their senior years in mind. There are two different types of IRAs that are most commonly utilized: Roth IRAs, and traditional individual…
  • Jun 21

    Medicaid Planning: Should It Be Part of Your Estate Plan

    Medicaid Planning: Should It Be Part of Your Estate Plan
    Medicaid Planning: Should It Be Part of Your Estate Plan from Raymond German Medicaid planning uses legal tools and strategies to set up your estate in a way that reduces the value of your “countable resources” for Medicaid…
Rank this Week: 2543

All About Estates

All About Estates

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

http://www.allaboutestates.ca/
  • Jun 24

    Can an executor act as a witness to a Will?

    Can an executor act as a witness to a Will?
    Two witnesses are sometimes hard to find. In a pinch, could an individual who is appointed as an executor under a Will act as a witness to that Will? In Ontario, the rules governing the formalities of Wills, including the eligibility of…
  • Jun 23

    The Force is Ageing

    The Force is Ageing
    Are you one of 35% of employed Canadians providing care to a family member or friend? Feeling stressed and overwhelmed? Need help finding 'the balance'? There are some resources that can assist.
  • Jun 22

    When Will the Court Order an Estate Trustee to Pass his/her Accounts?

    When Will the Court Order an Estate Trustee to Pass his/her Accounts?
    A court application to pass accounts can be a costly and time consuming procedure. As such, courts may be reluctant to order one without a compelling reason.
Rank this Week: 3206

Connecticut Estate Planning…

Connecticut Estate Planning Attorneys Blog

Covers estate planning. By CzepigaDalyPope LLC.

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

    Paying Home Care Workers – Are You Compliant?

    Paying Home Care Workers – Are You Compliant?
    If you employ a home care worker either for yourself or to help care for a family member, you understand first hand just how vital their services are to maintaining quality of life. The value of these hard-working professionals is hard to…
  • Jun 16

    How Good is Your Hearing? Find Out With a Phone Call

    How Good is Your Hearing? Find Out With a Phone Call
    Good news!  You can now take a hearing test over the phone. That’s right, the National Institute of Health has provided a grant to support this easy test that you can take in the privacy of your home. Why should you consider taking…
  • Jun 16

    How a Special Needs Trust Changed My Life

    How a Special Needs Trust Changed My Life
    Guest blog, by Amanda Lustig When I was not quite 40 I was diagnosed with multiple sclerosis and my life was permanently altered. It has taken 15 years of battling – a divorce, unemployment, bankruptcy and foreclosure, not to mention…
Rank this Week: 1866

Wealth Law Blog

Wealth Law Blog

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

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

    The Briton Vote: A Sabbatical in England

    The Briton Vote: A Sabbatical in England
    Today is a big day for Briton; voters will decide whether to remain in the European Community, or leave it. As I have been traveling through England on my sabbatical these past few weeks, this question has loomed large in the media, in the…
  • Jun 20

    The English Barrister: A Sabbatical in England

    The English Barrister: A Sabbatical in England
    Early morning rain was falling steadily from the gray London sky as I made my way to the Holborn Street underground station. It was the first day of my sabbatical, and I was keen to make the most of it. I got off the train at St. Paul's and…
  • Jun 13

    The King and the Pope: A Sabbatical in England

    The King and the Pope: A Sabbatical in England
    First, some history to give perspective. We owe much of our Anglo-American legal system traditions to two important people: King Henry II of England and Pope Innocent III.Henry II reigned from 1154 to 1189. These were turbulent times in…
Rank this Week: 4817

Idaho Estate Planning

Idaho Estate Planning

Covers estate planning, elder law, veterans benefits and special needs trusts. By Mark E. Wight.

http://idahoestateplanning.typepad.com/idaho_estate_planning/
Rank this Week: 2931

New York Trusts & Estates…

New York Trusts & Estates Litigation Blog

Discusses recent cases and developments pertaining to New York trusts and estates law. By Farrell Fritz.

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

    Court Denies Motion to Dismiss Turnover Proceeding as Time Barred

    Court Denies Motion to Dismiss Turnover Proceeding as Time Barred
    A recent decision of the Kings County Surrogate’s Court demonstrates the importance of thoroughly analyzing all aspects of a statute of limitations defense prior to making a dismissal motion. In Matter of Coiro, the court denied such a…
  • May 23

    Representation of Charities by the Attorney General

    Representation of Charities by the Attorney General
    Many estate practitioners are familiar with contested matters in which a charity interested in the proceeding is cited, as is the Attorney General, and both the Attorney General and private counsel for the charity appear in the proceeding. In…
  • Mar 17

    Contingency Fees – Size Matter

    Contingency Fees – Size Matter
    While the Court of Appeals last year upheld the validity of contingency fee agreements in estate matters, particularly in litigation, where it approved contingency fees of over forty million dollars when the actual time spent was a fraction…
Rank this Week: 4345

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
  • Jun 22

    Only a Small Increase in Social Security Benefits Expected Next Year

    Only a Small Increase in Social Security Benefits Expected Next Year
    Millions of Social Security beneficiaries can expect only a very small increase in monthly payments next year, the trustees who oversee the  retirement and disability program said Wednesday. The projected 0.2 percent increase in Social…
  • Jun 20

    Federal Government Finalizes New Health Care Disability Discrimination Rule

    Federal Government Finalizes New Health Care Disability Discrimination Rule
    The Department of Health and Human Services (HHS) has released final rules implementing the Affordable Care Act’s anti-discrimination protections, clarifying and expanding on the obligations of health care providers to accommodate…
  • May 17

    Invitation for the YouthACT Transition Truths National Online Dialogue

    Invitation for the YouthACT Transition Truths National Online Dialogue
    Press Release: Are you a young person with a disability or an ally of the disability community? There is an important conversation going on about what youth and young adults with disabilities need to become successful adults, and we’re…
Rank this Week: 4215

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 22

    Help may be needed in deciding on senior housing

    Help may be needed in deciding on senior housing
    Elderly people who value their independence and are accustomed to living alone are increasingly becoming incapable of doing so. The need for medical attention may prompt some older individuals to consider their options, including moving to a…
  • Jun 8

    Net gifts can be used to reduce gift tax rate

    Net gifts can be used to reduce gift tax rate
    One strategy to lower your taxable estate is lifetime giving. However, there is a gift tax rate of 40 percent. If you have exhausted your $5.43 million gift and estate tax exemption, and you wish to lower your gift taxes, consider the…
  • Jun 7

    Andrew Hook talks to Stretcher about revocable living trust

    Andrew Hook talks to Stretcher about revocable living trust
    In an interview for Stretcher.com, Attorney Andrew Hook explains the meaning of a revocable living trust by dividing the term into its main parts: “revocable,” “living” and “trust.” He describes a revocable…
Rank this Week: 1761

Murphy's Law Blog

Murphy's Law Blog

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

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

    Reasons to Revoke a Will

    Reasons to Revoke a Will
    As you likely know, it’s important to have a valid will in the event that something happens to you. This allows your loved ones to receive assets that you choose when you pass away, and in conjunction with other estate planning…
  • Jun 15

    Estate Planning Matters for All Age

    Estate Planning Matters for All Age
    There’s a tendency to think that estate planning in Massachusetts is only for someone at or near retirement age. This is based on the premise that estate planning is only for outlining what happens to your belongings after you pass…
  • Jun 8

    Hitting the Road for Summer Travel? Make Sure You Accomplish These Estate Planning Steps Before You Go

    Hitting the Road for Summer Travel? Make Sure You Accomplish These Estate Planning Steps Before You Go
    Whether you’re heading off to the beach or hitting the mountains to enjoy some time with your family, you might feel like estate planning is nowhere on your priority list. It’s difficult to think about your own morbidity, but…
Rank this Week: 3733

Rossabi Black Slaughter, PA Blog

Rossabi Black Slaughter, PA Blog

Covers estate planning, HOA & condo associations and family law in North Carolina.

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

    NC-CAI Chapter June 2016 Update

    NC-CAI Chapter June 2016 Update
    Since my last update, the North Carolina CAI Chapter has realized some great achievements!   Annual Conference & Expo The 2016 Annual Conference in Greensboro was a huge success! There were more than 225 attendees representing 32…
  • May 20

    Is Your HOA or Condo Community Manager Covered by the Attorney-Client Privilege?

    Is Your HOA or Condo Community Manager Covered by the Attorney-Client Privilege?
    For attorneys who practice community association law, there has been ongoing discussion at national HOA/condo legal events about whether a community manager is covered by the attorney-client privilege. In general the attorney-client privilege…
  • Mar 28

    Need Help for Bank “Zombie Foreclosures” in Homeowner & Condominium Associations?

    Need Help for Bank “Zombie Foreclosures” in Homeowner & Condominium Associations?
    A huge problem for HOA and condo associations over the past 5 years has been “zombie foreclosures.” That’s where a bank starts the foreclosure process on a property and the owner moves out, but then the bank doesn’t…
Rank this Week: 1943

Texas Probate Litigation

Texas Probate Litigation

Covers Texas will contests, trust and inheritance disputes. By J. Michael Young.

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

    Garrett v. First State Bank of Central Texas: No informal fiduciary relationship

    Garrett v. First State Bank of Central Texas: No informal fiduciary relationship
    In Garrett v. First State Bank of Central Texas, the Waco Court of Appeals considered a dispute over the ownership of a decedent's account. The bank filed an interpleader when faced with competing claims to the account proceeds, between…
  • May 11

    Mind your QDRO

    Mind your QDRO
    I routinely handle life insurance beneficiary disputes. As I mentioned in a previous post, the first issue I analyze is whether the life insurance policy is governed by state law or by a federal law known as ERISA. Many ERISA...
  • Feb 27

    In re Estate of Parrimore: Court of appeals upholds factual findings regarding capacity and undue influence

    In re Estate of Parrimore: Court of appeals upholds factual findings regarding capacity and undue influence
    Texas appellate courts are generally reluctant to overturn trial court factual findings regarding testamentary capacity and undue influence. In re Estate of Parrimore, from the Houston 14th Court of Appeals, is an example. Parrimore involved…
Rank this Week: 4773

Law Office of Andrew M. Lamkin,…

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

Covers elder law.

http://lamkinelderlaw.com/articles/
  • Jun 20

    Steps to Administering an Estate

    Steps to Administering an Estate
    The administration process of an estate or trust will typically take six months to a year to complete – and that is a big role to take for anyone. The fiduciary will have numerous tasks that they must complete as part of their role as…
  • Jun 13

    Do I Need to Hire an Attorney to Create a Trust?

    Do I Need to Hire an Attorney to Create a Trust?
    You already know the benefits of creating a living trust – and you want your estate to avoid probate court. But, how do you proceed after you have made such a decision? You may be curious if you can create your own trust. After all,…
  • Jun 6

    Inheritance Laws and Your Rights: Things You Need to Know

    Inheritance Laws and Your Rights: Things You Need to Know
    Inheritance laws are what determine the rights of survivors and how they will inherit a decedent’s property. Every state has their own set of inheritance laws and these laws are rather complex. Therefore, it is in your best interest to…
Rank this Week: 1825