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Family Fortress Estate Planning…

Family Fortress Estate Planning Blog

Covers Colorado estate planning and elder law. By Schlender & Stone.

http://www.schlenderlaw.com/blog

Jul 30
Living on the Edge: Small Business Owners and Retirement

Living on the Edge: Small Business Owners and Retirement

Do you feel comfortable with your retirement plan? If you’re a small business owner the answer to that question is probably no. In fact, according to this report by Jules H.
Jul 30
Living on the Edge: Small Business Owners and Retirement

Living on the Edge: Small Business Owners and Retirement

Do you feel comfortable with your retirement plan? If you’re a small business owner the answer to that question is probably no. In fact, according to this report by Jules H.
Jul 28
Not Just Estate Tax Anymore

Not Just Estate Tax Anymore

Anyone who has been following our blog knows that the expiring Bush tax cuts (including the repeal of the estate tax this year and the tax’s reinstatement next year) have given lawmakers no end of trouble as they struggle and debate—and…

Rank this Week: 2026

New Jersey Lawyers Blog

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

http://www.newjerseylawyersblog.com/

May 21
Elder Care Planning

Elder Care Planning

There are many things mature persons need to plan for. An often overlooked area which requires careful planning is potential long-term care. More than half of people sixty five and over will require some form of long-term care. The…
May 16
The Value of a Buy-Sell Agreement

The Value of a Buy-Sell Agreement

Every owner of a closely held small business should have an up to date buy-sell agreement. A buy-sell agreement is a written agreement between business owners. The purpose of the agreement is to ensure that the current owners are…
Apr 19
Accident Check List - Steps You Should Take Following a New Jersey Accident

Accident Check List - Steps You Should Take Following a New Jersey Accident

Everyone should do their best to avoid accidents that lead to injuries such as car, bus, motorcycle, or trucking accidents, a slip and fall accident, or a work related accident - but some accidents cannot be avoided. Once you get into an…

Rank this Week: 2090

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/

May 15
The Rights of the Alleged Incapacitated Person

The Rights of the Alleged Incapacitated Person

The path to a guardianship begins with a petition to determine incapacity. Next, there is an examination of the alleged incapacitated person by a three-person examining committee. Finally, there is a hearing on the matter where there must…
May 8
Removing a Non-Tenant from Estate-Owned Property

Removing a Non-Tenant from Estate-Owned Property

What happens when someone is illegally living in estate owned property and will not leave? Easy. Evict them. Right? Yes, if the person is a tenant of the property and the estate is the landlord. Eviction actions arise out of disputes…
May 1
Examining Committee – Rights in Guardianship Case

Examining Committee – Rights in Guardianship Case

When the mental faculties of a person come into question, the court can be petitioned to implement a guardianship. Courts, generally, view this as a last resort when there is no viable alternative. Guardianships can be limited in their…

Rank this Week: 2118

Iowa Estate Plan

Covers information and news on estate planning and probate from Iowa attorney Matthew Gardner.

http://www.iowaestateplan.com/

May 22
Top Ten Questions About Iowa Probate

Top Ten Questions About Iowa Probate

The masses have demanded it, so finally, the top ten questions about the probate process in Iowa (hold your applause until the end):Can an out-of-state person be an executor? Yes, despite what many attorneys tell their clients. However,…
Mar 12
What is this "Probate Process" That You Speak of, Mr. Attorney?

What is this "Probate Process" That You Speak of, Mr. Attorney?

A popular blog post that I had on a different site in my pre-solo days dealt with an overview of the probate process in Iowa. As it has been a few years since that post, and I'd like to have this post under this blog "roof", I'm going…
Feb 28
Gardner Law Firm, P.C. - It's own webpage!

Gardner Law Firm, P.C. - It's own webpage!

Gardner Law Firm, P.C. has its fully completed website up and operational at this point. Want to know more about me? Now you can find out. Thanks to LawPromo for their good work!

Rank this Week: 2195

Your Texas Estate Plan

Covers tax and estate planning. By Jacob Pelley.

http://www.yourtexasestateplan.com/

May 9
For the Mom

For the Mom

Mother's day is coming up. All of us, whether we know them or not, have one. If they are in your life, wonderful. If not, I'm sure you either know of a mom out there somewhere who could use a nice word of encouragement, or just an…
Apr 22
Elder Abuse: How to Spot it, What to do About it

Elder Abuse: How to Spot it, What to do About it

Just typing the words "child abuse" makes me sick, and just plain mad. As I'm assuming it does for most. But what about "elder" abuse? Do you even know what it is? We treat children specially because we have determined, as a society, that…
Apr 3
Its all about Trust

Its all about Trust

Who can you trust? What can you trust? Can you trust your assets to a Trust? People hear the word "trust" and think lots of things. Trust me. Trust fund. Trust fund baby. Bank and trust. Trust account. I have previously written on the…

Rank this Week: 2215

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: 2230

Andrew Ewalt's Law Blog

Covers business law and planning, elder law, estate planning, probate and estate administration, and real estate.

http://andrewewaltslawblog.blogs.com/my_weblog/

May 11
Living Will

Living Will

So what is a living will exactly? It is a legal document that directs your physician to discontinue life-sustaining procedures (cardiopulmonary, artificial respiration and artificial hydration and/or nutrition) if you are in a terminal…
Mar 11
Protection For Key Employee

Protection For Key Employee

The business world can be very competitive. One of the worst things that can happen to a business is to lose a key employee. That is why it is important to consider options for protecting your key employees. What if a business owner or key…
Mar 9
Title Insurance Pros and Con

Title Insurance Pros and Con

During a recent real estate closing I was asked whether “title” insurance was necessary (for those of you who are unfamiliar, title insurance is a form of insurance that guarantees that no other individuals can claim an interest in your…

Rank this Week: 2205

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/

May 24
Family Claims Women Looking to "Fleece" Estate After Man's Murder

Family Claims Women Looking to "Fleece" Estate After Man's Murder

Earlier this month we discussed the unique estate issues connected to the murder of a wealthy investor named Raveesh Kumra. Mr. Kumra was murdered during a robbery late last year. It has since been learned that the suspects include several…
May 22
May is "Leave a Legacy" Month

May is "Leave a Legacy" Month

Virtually every month now has multiple awareness labels attached to them as advocates for various causes seek to raise public support for different causes. For example, this month is known in some international circles as "Leave a Legacy"…
May 20
Discriminatory Old University Trust May Be Modified

Discriminatory Old University Trust May Be Modified

Upon visiting an estate planning lawyer for the first time and learning about available options, many are surprised at the flexibility of different legal tools involved in the transfer of property. Far from simply doling out assets to…

Rank this Week: 2250

Wills and Estate Administration…

Wills and Estate Administration Articles

Covers probate, elder law and litigation topics. By Kenneth Vercammen.

http://njwills.blogspot.com/

Mar 27
Nuts & Bolts of Elder Law & Estate Administration Seminar Wed, May 6, 2013

Nuts & Bolts of Elder Law & Estate Administration Seminar Wed, May 6, 2013

Nuts & Bolts of Elder Law & Estate Administration Seminar Wed, May 6, 2013 5:00 PM - 9:00 PMNJ Law Center 1 Constitution Sq. New Brunswick, NJ 08901 Elder law continues to…
Jan 31
2013 update Wills and Estate Planning Seminar material

2013 update Wills and Estate Planning Seminar material

2013 update Wills and Estate Planning Seminar materials by Kenneth Vercammen Co-Chair of Elder Law Committee ABA , plus tax portion by the Greenbaum Rowe Law Office Alert - An Overview of Key Provisions of the American Taxpayer Relief Act of…
Dec 10
2013 update Wills and Estate Planning- Seminar

2013 update Wills and Estate Planning- Seminar

2013 update Wills and Estate Planning- Seminar Wednesday January 16,…

Rank this Week: 2258

Fisher Law Blog

Covers estate planning and business succession. By Randall Fisher.

http://thefisherlawoffice.wordpress.com

Mar 22
Legacy Lost: The Dwindling Family Inheritance

Legacy Lost: The Dwindling Family Inheritance

Ninety percent of family inheritance is often lost within just three generations, according to the Wall Street Journal (Lost Inheritance). By the end of the second generation — to be clear, that’s after your children have…
Mar 13
E-Commerce: “Physical Presence” Sales Tax Collection

E-Commerce: “Physical Presence” Sales Tax Collection

You don’t have to look hard to find the advantages internet retailers enjoy over their brick-and-mortar counterparts — and I’m not just talking about the lack of a enraged landlord banging down the door for this…
Mar 8
New Maryland Slayer’s Law to Disinherit Murderers from Victim’s Estate

New Maryland Slayer’s Law to Disinherit Murderers from Victim’s Estate

What sounds like the plot of a BBC murder mystery tragically became reality for the family of Ann Sue Metz in 2009, when her husband killed her and inherited her estate. Though he was convicted and sentenced for the crime, … Continue…

Rank this Week: 2253

Texas Estate Planning and Probate…

Texas Estate Planning and Probate Law

By Gary Howell.

http://texaslawyer.blogspot.com/

Nov 21
The End of the Blog

The End of the Blog

This is the last post for the Texas Estate Planning and Probate Law blog. I did my best to try and keep it up, but just found it too difficult to update on a regular basis. In addition, I am leaving the practice of law as of the end of…
Nov 1
Unlimited Charitable Gifts Through the End of 2005

Unlimited Charitable Gifts Through the End of 2005

The Hurricane Katrina Emergency Tax Relief Act (KETRA) allows unlimited gifts to charity up to a donor's total income until the end of 2005. This provision also permits unlimited IRA withdrawals and gifts to charity. Under Sec. 301(b)(1)(A),…
Oct 2
Is Repeal of the Estate Tax a Dead Issue?

Is Repeal of the Estate Tax a Dead Issue?

Sometime shortly, the Senate is expected to vote on the fate of the estate tax. The House has already voted to repeal the tax; however, several Senators have found it difficult to vote for total repeal. One Senator, Ron Wyden (D-Ore.), who…

Rank this Week: 2254

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 Los Angeles, California attorneys, Brager Tax Law Group.

http://www.taxproblemattorneyblog.com/

Apr 11
Tax Preparers Beware! 6th Circuit Court of Appeals Affirms Dismissal of Tax Refund Suit Due to Inability to Prove Timely Filing of Amended Return

Tax Preparers Beware! 6th Circuit Court of Appeals Affirms Dismissal of Tax Refund Suit Due to Inability to Prove Timely Filing of Amended Return

The 6th Circuit recently taught an expensive lesson to a Michigan couple about carefully following procedure when dealing with IRS Tax Problems. In Stocker v. United States (6th Cir. 2013), the 6th Circuit affirmed the dismissal of Robert…
Mar 20
Prominent Tax Attorney Found Liable for Civil Tax Fraud Penalties Due to Finding of "Willful Blindness" to Underreporting of Income

Prominent Tax Attorney Found Liable for Civil Tax Fraud Penalties Due to Finding of "Willful Blindness" to Underreporting of Income

After being convicted of criminal tax fraud and serving 18 months in federal prison, a prominent former California tax attorney recently found himself again the subject of an IRS investigation into his alleged tax fraud. After a criminal tax…
Mar 6
Streamlined Foreign Bank Account Report (FBAR) Filing Compliance Procedure FAQs Issued by IRS for Non-Resident Taxpayer

Streamlined Foreign Bank Account Report (FBAR) Filing Compliance Procedure FAQs Issued by IRS for Non-Resident Taxpayer

Last year the IRS announced an alternative to its Offshore Voluntary Compliance Program (OVDP) which was being made available to a limited group of non-resident individuals who failed to file Foreign Bank Account Reports (FBARs) on Form TDF…

Rank this Week: 2311

Long Island Special Needs Law Blog

Covers estate planning and special needs trusts. By Ellen A. Victor.

http://longislandspecialneedslawyer.com

Apr 4
Still Skeptical About Autism Vaccine Link?

Still Skeptical About Autism Vaccine Link?

A widespread perception that autism is caused by either childhood vaccines or by too many vaccines in one day has again been shown by scientists to have no link to incidents of autism spectrum disorder. According to NPR,…
Dec 19
Sandy Hook and Mental Illness: No Easy Answer

Sandy Hook and Mental Illness: No Easy Answer

The intense grief we feel for the victims and families of the Sandy Hook Elementary School shootings, has ignited, or re-ignited, two of our great national debates: the obvious one about gun control, and a less obvious one about the ……
Sep 22
Refrigerator Mothers or Aging Fathers?

Refrigerator Mothers or Aging Fathers?

Back in the 1950?s, scientists were certain that autism and schizophrenia were caused by mothers who were emotionally frigid. Scientists coined the phrase “refrigerator mothers” to describe how the lack of warmth by mothers…

Rank this Week: 2362

Ohio Social Security Disability…

Ohio Social Security Disability Blog

Covers family law, criminal law, and social security SSD/SSI ssues in Ohio. By the Law Offices of John T. Nicholson.

http://www.johntnicholson.com/ohiolawblog/

Mar 24
Social Security disability rules for Lupu

Social Security disability rules for Lupu

How to win my disability case for a lupus diagnosis? Systemic lupus erythematosus, or simply lupus, is evaluated in the immune system section of the Disability Evaluation Under Social Security disability handbook, more commonly known as the…
Feb 10
Delays in Ohio Social Security Disability claims hurt claimant

Delays in Ohio Social Security Disability claims hurt claimant

Social Security Disability Delays Impact Vulnerable Patients Unfortunately it is becoming all to common for those applying for Social Security Disability benefits to suffer delay after delay while their claims languish in a bureaucratic mess…
Feb 3
Social Security Office to have shorter hour

Social Security Office to have shorter hour

Social Security Offices Around the Country Introduce Shorter Hours Beginning on November 19, 2012, the Social Security Administration will close field offices to the public 30 minutes early each day. For example, in Ohio that means that Ohio…

Rank this Week: 2304

Special Needs, Elder Law, Wills,…

Special Needs, Elder Law, Wills, Trusts, Estates & Tax Blog

By Friedman Law.

http://specialneedsnj.com/blog/

May 17
Social Security Amends POMS Governing Special/Supplemental Needs Trust Expenditure

Social Security Amends POMS Governing Special/Supplemental Needs Trust Expenditure

People with serious disabilities often qualify for government benefits like Supplemental Security Income (SSI) and Medicaid that limit eligibility based on finances. Thus personal injury recoveries attributable to a disabled person…
Feb 22
New Rules Condition Division of Developmental Disabilities Housing Aid on Qualifying for CCW Medicaid

New Rules Condition Division of Developmental Disabilities Housing Aid on Qualifying for CCW Medicaid

People with severe, chronic disabilities that are manifest by age 22 and substantially limit at least three kinds of major life activities are developmentally disabled and potentially eligible for services from the New Jersey Department…
Feb 14
Lawrence A. Friedman’s Special Needs Article is Featured in Law School Textbook

Lawrence A. Friedman’s Special Needs Article is Featured in Law School Textbook

“Special Needs Estate Planning” has been included in the new law school textbook Teaching Materials on Estate Planning by Gerry Beyer, Professor of Law at Texas Tech University School of Law. Originally…

Rank this Week: 2369

Los Angeles Probate Litigation…

Los Angeles Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/

Apr 26
Conservatorship of Zsa Zsa Gabor

Conservatorship of Zsa Zsa Gabor

Update to a post from 2012 concerning the Conservatorship of Zsa Zsa Gabor. Previously, Gabor's only child, 64-year-old Constance Francesca Hilton, asked a California court to establish a conservatorship to mange her mother's care and…
Apr 11
Lunch with The Probate Judges ~ Trust & Estates Section

Lunch with The Probate Judges ~ Trust & Estates Section

Firm partner, Yasha Bronshteyn was in attendance at The Beverly Hills Bar Association sponsored Lunch with the Probate Judges on March 19, 2013, at Lawry's in Beverly Hills. Supervising Judge Mitchell L. Beckloff, Judge Reva G. Goetz, Judge…
Mar 20
Report Predicts Alzheimer's, Other Dementia to Double by 2050

Report Predicts Alzheimer's, Other Dementia to Double by 2050

Dementia, whether spurred by Alzheimer's disease or other causes, is becoming an ever-increasing issue. With studies and forecasts universally predicting a continued dramatic rise in the occurrence of dementia in the decades ahead, the number…

Rank this Week: 2381

Integra Law Group Attorneys Blog

Covers debt relief, bankruptcy, estate planning and elder law in Idaho.

http://www.integralawblog.com

Jun 16
Credit Card Companies Cut Deal

Credit Card Companies Cut Deal

Credit card companies are increasingly doing something they have historically refused to do - cutting deals on delinquent accounts for substantially less than the amount owed, according to a recent article in the New York Times. …
Jun 5
Medical Bills A Factor in 62% of Bankruptcie

Medical Bills A Factor in 62% of Bankruptcie

According to a recent study by Harvard Medical School, 62% of all personal bankruptcies filed in 2007 were related to a significant extent to medical bills. Further, the really shocking statistic is that of those bankruptcies where medical…
May 6
Court Halts Foreclosure Sale

Court Halts Foreclosure Sale

A court in South California has issued an order halting certain home foreclosure sales. The injunction – which I believe to be the first of its kind for a broad class of borrowers — prevents stops foreclosure sales on properties…

Rank this Week: 2389

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

May 24
Organizing Discovery

Organizing Discovery

For discovery to be useful in a case, it must be organized. One effective way to organize discovery is with an issue table. Issue tables are a way to keep track of the main issues, the elements of the claims and defenses, and the relevant…
May 22
Immigration Issues Dos and Don’ts for Job Interview

Immigration Issues Dos and Don’ts for Job Interview

There are many subjects that require care when conducting a job interview. Immigration is definitely one of them. Given the increased awareness and sensitivity to immigration status issues, employers need to watch their questions. Although…
May 20
Keep an Eye Toward an Appeal

Keep an Eye Toward an Appeal

Trying a case is hard enough, but throughout trial you should also keep in the back of your mind the need to preserve the record for appeal. Why is it so important to pay attention to the record during trial? It all comes down to a major…

Rank this Week: 2449

Florida Estate Planning and…

Florida Estate Planning and Probate Law

Covers changes in Florida law in the area of estate planning, tax law and probate law. By Marc J. Soss.

http://blog.fl-estateplanning.com

May 22
PLANNING TO AVOID THE KIDDIE TAX

PLANNING TO AVOID THE KIDDIE TAX

The increase in the Federal Estate Tax Exemption ($5,125,000 in 2013) and matching Federal Gift Tax Exemption have made the “kiddie tax” a radar issue for many families. The kiddie tax was enacted to prevent individuals from…
May 21
MINNESOTA BECOMES STATE #12 TO APPROVE SAME-SEX MARRIAGE

MINNESOTA BECOMES STATE #12 TO APPROVE SAME-SEX MARRIAGE

Minnesota has become the twelth state to make same-sex marriage legal. Six months ago earlier same-sex marriage supporters had to mobilize to turn back a proposed constitutional amendment that would have banned gay marriage. Minnesota already…
May 16
CONNECTICUT INHERITANCE TAX GENERATES RECORD REVENUE - THAT IS WHY WE LIVE IN FLORIDA

CONNECTICUT INHERITANCE TAX GENERATES RECORD REVENUE - THAT IS WHY WE LIVE IN FLORIDA

An unexpectedly huge collection of inheritance taxes in Connecticut, along with a spike in income tax revenue, helped turn a budget deficit into a surplus. The simple reason, "a lot of wealthy people died this year,'' said Connecticut…

Rank this Week: 2488

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/

May 23
Estate Planning With Life Insurance

Estate Planning With Life Insurance

As this recent article explains, one of the most critical parts of any estate plan is a life insurance policy. Having a life insurance policy increases the size of the estate that a person is able to leave to his … Continue reading…
May 21
Medina Law Group – A Resource to the BizBrain

Medina Law Group – A Resource to the BizBrain

Recently I’ve begun to serve as a resource to Karin Price Mueller, who writes the New Jersey state-wide column, Ask the Biz Brain. When appropriate, Karin reaches out to me to help answer estate planning, gift tax, elder law, and…
May 16
The Limited Power of Attorney

The Limited Power of Attorney

One of the documents that helps to make up a proper estate plan is the power of attorney (“POA”). A POA is a document that authorizes a representative of your choosing to act on your behalf in private and business ……

Rank this Week: 2492

Ohio Estate Planning, Trust &…

Ohio Estate Planning, Trust & Probate Law

Covers Ohio estate planning, trust and probate law. By Bradley B. Wrightsel.

http://wrightsel.blogspot.com/

Jan 2
Avoiding the Fiscal Cliff – Estate Taxe

Avoiding the Fiscal Cliff – Estate Taxe

With the Senate tax bill passing the House, it is expected that it will be signed into law. It does not appear that there was a lot of focus on the estate tax. Considering that most tax revenue is generated by the income tax, it is not…
Jun 13
Columbus Bar Association 2012 Annual Meeting

Columbus Bar Association 2012 Annual Meeting

This Friday, June 15, at noon is the Annual Meeting of the Columbus Bar Association (CBA). Current CBA President, David Bloomfield will preside and be sworn in as Immediate-Past President. Brad Wrightsel will be sworn in as President, and…
Sep 16
Charitable Lead Trusts Revisited

Charitable Lead Trusts Revisited

Who is an ideal candidate for a Charitable Lead Trust (CLT)? First and foremost, the person must be charitably-inclined. Another obvious factor is that the person has wealth. I mean wealthy from the standpoint that the person does not need…

Rank this Week: 2529

Phillips Estate Planning

Covers estate planning tips and mistakes. By Lee Phillips.

http://www.phillipsestateplanning.com/blog

Jun 11
Protecting Assets- Don’t Wait

Protecting Assets- Don’t Wait

Lessons on protecting assets can come in the most unexpected ways. I spent Saturday on the beach in Sarasota with my wife and a couple of friends. The water was sparkling blue and we decided to sit on that gorgeous white sand for awhile enjoy…
Jun 1
Hatfield-McCoy Feud-Don’t Let One Start in Your Family

Hatfield-McCoy Feud-Don’t Let One Start in Your Family

The new Hatfield-McCoy history miniseries brings to my mind the troubles that families get into when parents neglect their estate planning. Families are at their weakest at the death of a loved one. In this compromised state, it is easy for…
Apr 12
Tax Audit Defense

Tax Audit Defense

By Kristy Phillip

Rank this Week: 2539

The Zimmer Law Firm

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

http://www.zimmerlawfirm.com/blog/

Apr 16
Email’s Afterlife: How Do Digital Assets Live On?

Email’s Afterlife: How Do Digital Assets Live On?

The last decade alone has seen a tremendous migration of information and personal communications to digital formats. Like the Zimmer Law Firm, most businesses and individuals now run or visit blogs or websites, or use online…
Apr 16
Email’s Afterlife: How Do Digital Assets Live On?

Email’s Afterlife: How Do Digital Assets Live On?

The last decade alone has seen a tremendous migration of information and personal communications to digital formats. Like the Zimmer Law Firm, most businesses and individuals now run or visit blogs or websites, or use online…
Apr 16
Email’s Afterlife: How Do Digital Assets Live On?

Email’s Afterlife: How Do Digital Assets Live On?

The last decade alone has seen a tremendous migration of information and personal communications to digital formats. Like the Zimmer Law Firm, most businesses and individuals now run or visit blogs or websites, or use online…

Rank this Week: 2585

Georgia Wills and Probate Law Blog

Features news and thoughts on issues in Georgia regarding wills, advance directives, living wills, healthcare powers of attorney, guardianship, and probate. By Stephen Worrall.

http://www.georgiawillslaw.com/

Aug 9
Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law

Atlanta Attorney Says Prepare Now For Year-End Changes to Estate Tax Law

The expiration of key laws in Congress may expose more local individuals to estate or “Death Taxes” after their passing. Atlanta attorney, Steve Worrall explains these anticipated changes, as well as steps Georgia residents can take now…
Jun 7
July Is National Sandwich Generation Month: 5 Ways To Help Aging Parents Plan For The Future

July Is National Sandwich Generation Month: 5 Ways To Help Aging Parents Plan For The Future

As our parents get older and begin to lose their independence, many will turn to their adult children to help them navigate the complicated and costly world of long-term care. Yet for adult children already caring for young kids of their…
Mar 30
April 16th is National Health Care Decisions Day: Tell Someone Your Most Personal Wishes for Medical Care

April 16th is National Health Care Decisions Day: Tell Someone Your Most Personal Wishes for Medical Care

April 16th is National Health Care Decisions Day, which encourages local residents to have open conversations with their loved ones about their most personal wishes for health care, including thoughts on life support, feeding tubes, organ…

Rank this Week: 2621

Legacy Planner Blog

Covers estate planning, business planning, asset protection and business succession. By Karen Brady.

http://legacyplannerblog.com

Apr 24
We Can't Care More Than The Client

We Can't Care More Than The Client

I am mentoring a less experienced attorney who agreed to help a couple change the guardians named in their Wills. Once she saw the Will, she knew she was in over her head because the Will "pours over" into a trust. She asked to see…
Apr 23
Immature Heirs: After The Fact

Immature Heirs: After The Fact

Today a man called me hoping I had some ideas. He was personal representative of an estate. His nieces are the heirs of the estate. The nieces are late teens and early twenties. Their mother died without a will or any other form of estate…
Mar 12
Upcoming Seminar on Social Security Planning

Upcoming Seminar on Social Security Planning

Don't want to turn this blog into "all seminars, all the time", but one of our CFP Partners in Planning, Randy Anderson, regularly holds these educational programs on Social Security. This one is near our office in Arvada. Randy has…

Rank this Week: 2662

Sabin & Associates, PLLC Blog

Covers elder law and estate planning in Tennessee.

http://www.sabinestateplanning.com/blog/

Apr 12
Intestacy in Tennessee – 3 Question

Intestacy in Tennessee – 3 Question

Question 1: What is intestacy? When you die, someone else will have to become the new owner of your property. If you die without having prepared an estate plan, the court determines you have died intestate. In this case, the…
Apr 12
Intestacy in Tennessee – 3 Question

Intestacy in Tennessee – 3 Question

Question 1: What is intestacy? When you die, someone else will have to become the new owner of your property. If you die without having prepared an estate plan, the court determines you have died intestate. In this case, the…
Apr 12
Intestacy in Tennessee – 3 Question

Intestacy in Tennessee – 3 Question

Question 1: What is intestacy? When you die, someone else will have to become the new owner of your property. If you die without having prepared an estate plan, the court determines you have died intestate. In this case, the…

Rank this Week: 2675

Fiduciary Folio

Covers fiduciary (wills, estates, entity representations) law, particularly as applied in the State of Georgia. By Tanner Pittman.

http://www.tannerpittmanlaw.com/blog-fiduciary-folio.html

Oct 11
He had a power of attorney; there's nothing I can do . . .

He had a power of attorney; there's nothing I can do . . . 

. . . or is there?Often, a child or close friend of an elderly person will be granted a power of attorney to help the elder handle her financial affairs. Such power of attorney is usually quite broad, granting the trusted agent the…
Mar 26
Posthumous marriage and the pre-pre-nuptial agreement

Posthumous marriage and the pre-pre-nuptial agreement

Imagine that, instead of wedding billionaire Howard Marshall, Anna Nicole Smith had merely gotten engaged to him. Marshall, being as he was sixty years Smith's elder, then predeceases her, and Smith requests a posthumous wedding.
Mar 9
Estate tax trap for non-citizen

Estate tax trap for non-citizen

As Alpharetta, Georgia, probate attorneys at the Tieger Law Center rightly report this week, estate taxes can be devastating to non-US citizens.

Rank this Week: 2732

Asset Protection Law Journal

Covers asset protection laws. By Kenneth J. Laino.

http://www.assetprotectionlawjournal.com

May 21
Trusts Require Flexibility

Trusts Require Flexibility

Asset protection planning (and estate planning) frequently involves the use of one or more trusts. Possibilities include an offshore trust, Domestic Asset Protection Trust, irrevocable life insurance trust and various other kinds of…
May 16
Medical Malpractice Claim Can Take Both an Emotional and Financial Toll

Medical Malpractice Claim Can Take Both an Emotional and Financial Toll

In a post on February 8, 2012 I referred to an excellent article by Pauline W. Chen, M.D. She described how involvement in a medical malpractice action can negatively impact a physican’s way of practicing medicine. Dr. Chen…
May 6
You Can Lose A Fortune If You Ignore Your Estate Planning

You Can Lose A Fortune If You Ignore Your Estate Planning

A fascinating article by Julie Satow in the April 28, Sunday New York Times describes a New Yorker whose entire $40 million estate will likely go to the government because he died without a will. This case is somewhat unique because…

Rank this Week: 2797

Wealth Law Blog

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

http://www.wealthlawblog.com/

May 8
TEAM SYK VOLUNTEERS AT OREGON FOOD BANK

TEAM SYK VOLUNTEERS AT OREGON FOOD BANK

Each year, corporate groups volunteer their time to collect, pack and process millions of pounds of food for the Oregon Food Bank (OFB) — and recently, our team of attorneys,staff, and friends did their part to support this…
Apr 29
Inactive Account Manager = The New Dead

Inactive Account Manager = The New Dead

With the belated acknowledgment that even technology users will die, Google launched its new Inactive Account Manager, allowing those its customers designate as "trusted contacts" to retrieve online information after a certain amount of time…
Apr 11
Your Parents Can Sue You for Not Visiting?!?

Your Parents Can Sue You for Not Visiting?!?

In an interesting effort to address the growing numbers of an aging population, China created a new law that requires children to visit their parents. One can only guess the bitter lawsuits to follow when Dear Old Mom doesn't get the…

Rank this Week: 2815

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/

Oct 29
The World’s Well Heeled Pet

The World’s Well Heeled Pet

There are some good and bad things about human nature, but without question one of the best ones is the relationship that we have with our pets. Though people sometimes own exotic pets, dogs and cats are the most common four-legged family…
Oct 26
Uncertainty Fuels Procrastination

Uncertainty Fuels Procrastination

It is no secret that a lot of people procrastinate when it comes to estate planning. The last thing that the procrastinators need is yet another reason to put things off, but in fact the uncertainty surrounding the estate tax parameters at…
Oct 24
Your 401(k) After A Layoff

Your 401(k) After A Layoff

Far too many people are not properly prepared for retirement from a financial perspective, and many find that they are not in a position to retire when they reach their full retirement age as defined by the Social Security Administration. To…

Rank this Week: 2751

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

May 4
Lecture announcement: “Equity in the 21st Century, a Surrogate’s Court Perspective”

Lecture announcement: “Equity in the 21st Century, a Surrogate’s Court Perspective”

I received the following via e-mail:
Mar 10
Richard Epstein on the estate tax

Richard Epstein on the estate tax

Richard Epstein, responding to Paul Krugman’s Op-Ed in the New York Times, defends the Republic position on unemployment benefits, the estate tax and health care. With regard to the estate tax he writes:
Mar 5
Jewish Legal Perspective

Jewish Legal Perspective

Avrohom Gefen and I recently launched a new blog, Jewish Legal Perspectives (http://www.jlperspectives.org). We are posting regularly. Share/Save

Rank this Week: 2756

Finding your Way through the Law

Covers Arizona estate planning, probate, trust administration, business planning, elder law and special needs law. By Robert Michael Way.

http://azestateplanning.wordpress.com

Dec 27
Catholic Estate Planning and End-of-Life Planning – Avvo.com

Catholic Estate Planning and End-of-Life Planning – Avvo.com

Catholic Estate Planning and End-of-Life Planning – Avvo.com.
Nov 18
Ribbon Cutting Ceremony for The Way Law Firm, P.C.

Ribbon Cutting Ceremony for The Way Law Firm, P.C.

We are now preparing for the Ribbon Cutting Ceremony at The Way Law Firm, P.C., (www.wayfirm.com) on December 7, 2010, at 9:00 am sponsored by the Tucson Metropolitan Chamber of Commerce. What a day to open a new practice with it being the…
Oct 5
Finding Your Way Through the Law

Finding Your Way Through the Law

You may notice that this blog’s name has changed to “Following the Way” — and there is good reason for that. Within the last week, The Way Law Firm, P.C., has opened its doors for business at 1990 N. Kolb Road, Tucson, Arizona. …

Rank this Week: 2930

Sanders Law Firm Blog

Covers North Carolina law.

http://www.kirksanderslaw.com/blog

May 24
Funding a Business -- F&F Method (Friends & Family)

Funding a Business -- F&F Method (Friends & Family)

So you have a business and need some additional funding , well financial institutions are unlikely to give a small business a loan with no collateral and/or no credit…
May 23
Judgment Against Mark Fetters/Fetters Builder

Judgment Against Mark Fetters/Fetters Builder

read more
May 16
Eviction of Tenant or Prior Owner after a Foreclosure Hearing

Eviction of Tenant or Prior Owner after a Foreclosure Hearing

What happens when a client purchases a property at a foreclosure sale & wants to remove the existing owner or tenant? Answer: There's a specific statute that Orders Possession for the new owner or bank that is the new titled owner to the…

Rank this Week: 2993

Gay & Lesbian Legal Update

Cover estate planning for gays and lesbians. By Kenneth Vercammen.

http://gaybilesbian.blogspot.com/

May 19
2013 update Wills and Estate Planning- Free Seminar

2013 update Wills and Estate Planning- Free Seminar

2013 update Wills and Estate Planning- Free Seminar …
Mar 3
How to Appeal Your New Jersey Property Taxes and Win

How to Appeal Your New Jersey Property Taxes and Win

How to Appeal Your New Jersey Property Taxes and WinFree Seminar for property owners in Edison, Woodbridge, North Brunswick, PiscatawayDunellenMiddlesexSouth PlainfieldMetuchenPerth AmboyCarteretHighland ParkNew BrunswickMilltownEast…
Jan 31
2013 update Wills and Estate Planning Seminar material

2013 update Wills and Estate Planning Seminar material

2013 update Wills and Estate Planning Seminar materials by Kenneth Vercammen Co-Chair of Elder Law Committee ABA , plus tax portion by the Greenbaum Rowe Law Office Alert - An Overview of Key Provisions of the American Taxpayer Relief Act of…

Rank this Week: 2998

Massachusetts Estate Planning,…

Massachusetts Estate Planning, Probate & Elder Law

Features a blend of common sense info for clients and family caregivers and in-depth probate, tax and Medicaid analysis for lawyers & CPAs. By Brian E. Barreira.

http://elderlawblog.info

Feb 20
Should You Ever Buy an Immediate Annuity at a Bank?

Should You Ever Buy an Immediate Annuity at a Bank?

The “financial consultants” or “investment advisors” at banks don’t seem to know much about how MassHealth works, so my suggestion is that you never buy an immediate annuity at a bank without running the idea by…
Feb 20
Should You Ever Buy an Immediate Annuity at a Bank?

Should You Ever Buy an Immediate Annuity at a Bank?

The “financial consultants” or “investment advisors” at banks don’t seem to know much about how MassHealth works, so my suggestion is that you never buy an immediate annuity at a bank without running the idea by…
Feb 1
Should You Buy a Deferred Annuity at a Bank?

Should You Buy a Deferred Annuity at a Bank?

Many of my clients walk into banks where they used to be able to trust in the safety of their investments, and are concerned about how little the interest rates are. Many banks have now “investment advisors” available, and elderly…

Rank this Week: 2937

California Estate Lawyer Blog

Covers topics such as accounting, breach of fiduciary duty, breach of trust, elder abuse, intestacy, trust litigation, and undue influence. By Theodore M. Hankin.

http://www.californiaestatelawyerblog.com/

Apr 26
Some Probate and Trust Litigation War Stories in California

Some Probate and Trust Litigation War Stories in California

I have represented three sisters against their brother over their mother’s will. I’ve represented a child who was adopted and thought she had a great relationship with her presumed half-sister and then found out the sister…
Apr 26
Cause and Effect Resulting in California Trust Contest

Cause and Effect Resulting in California Trust Contest

Trust contests are very similar to will contests with similar allegations of incompetency and/or undue influence. The difference is that there may be only a very short time to decide if you are going to file a contest. There is a procedure…
Apr 26
Cause and Effect Resulting in California Will Contest

Cause and Effect Resulting in California Will Contest

Suppose a will is being offered for probate (the process by which the decedent’s debts are paid and the assets distributed) and someone thinks (a) the writer of the will was mentally incompetent when they wrote it or (b) the writer of…

Rank this Week: 3079

Spencer Law Firm Blog

Covers probate and estate planning in Pennsylvania.

http://www.pennsylvaniatrustsandestates.com/

Nov 21
Planning for Another Marriage Later in Life

Planning for Another Marriage Later in Life

As the life expectancy of people in the United States increases, there are more second and third marriages. Widows and widowers are increasingly likely to meet and decide that another marriage is a wonderful way to spend their remaining…
Nov 10
The Top Ten Money Excuse

The Top Ten Money Excuse

Thank you to Peterson Hastings for posting this article by Jim Parker, Vice President, DFA Australia Limited: "Human beings have an astounding facility for self-deception when it comes to our own money. We tend to rationalize our own…
Nov 5
New $14,000 Gift Tax Annual Exclusion and Other Inflation Adjustment

New $14,000 Gift Tax Annual Exclusion and Other Inflation Adjustment

By law, a number of tax provisions must be adjusted annually to keep pace with inflation. Before these numbers were adjusted for inflation, taxpayers automatically fell into higher tax brackets as their income rose with the cost of living.…

Rank this Week: 3188

Towson Tax Attorney

Covers taxes, business law, and estate planning. By Jeffrey Rogyom.

http://towsontax.com

Sep 14
Didn’t File Tax Returns? The IRS Offers Solutions for Nonfiler

Didn’t File Tax Returns? The IRS Offers Solutions for Nonfiler

Whether on purpose or by mistake, taxpayers sometimes find themselves years behind on filing their tax returns. Sometimes people are lucky and decide on their own to file past due tax returns and move on with their life. Others have the…
Mar 25
Family Business Succession Planning

Family Business Succession Planning

Small businesses comprise a significant portion of our economy. Unfortunately, most small businesses do not survive into the next generation of owners. The hard work and legacy of the current and prior generations can be wasted without proper…
Feb 18
Business Contract Drafting and Review

Business Contract Drafting and Review

Properly drafted commercial contracts not only improve the professional appearance of your business, but may also determine whether your contracts can be enforced in court or whether you can avoid court altogether. For various motivations,…

Rank this Week: 3170

Hippo Fleming & Pertile Blog

Covers estate planning in Pennsylvania.

http://www.hippofleming-ep.com/blog/

May 8
Where Do You Keep Your Estate Planning Documents?

Where Do You Keep Your Estate Planning Documents?

If you spend all of the time and money that it takes to create an estate plan you need to keep it safe. When family members cannot locate an estate plan, it can cause problems for your family that your estate plan was meant to solve. For some…
May 7
How failure to change beneficiary designations can upend your estate plan

How failure to change beneficiary designations can upend your estate plan

With the high percentage of people in this country who fail to make a will, those who do are often proud of the fact that they have set their affairs in order. But many issues are not resolved within the four corners of a will.…
May 1
Things to Know About Medicaid in 2013

Things to Know About Medicaid in 2013

There are some changes to the program dollar limits that are relevant to people who are engaged in Medicaid planning. We would like to point out three things that you should know now that we are working with the adjusted figures for 2013.…

Rank this Week: 3321

Pennsylvania Fiduciary Litigation

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

http://www.pennsylvaniafiduciarylitigation.com/

Apr 24
Federal Jurisdiction - Probate Exception

Federal Jurisdiction - Probate Exception

Recommended reading: Stripping Away the Mystery of the Probate Exception By John T. Brooks and Samantha E. Weissbluth Federal court can hear breach of fiduciary duty claim against trustees. We looked at this issue before in…
Mar 28
Midwest City estate planner sentenced to 10 years in prison for role in Ponzi scheme

Midwest City estate planner sentenced to 10 years in prison for role in Ponzi scheme

I always say 99% of the lawyers give the rest of us a bad name. Brianna Bailey writes for News OK: "A federal judge has sentenced a Midwest City man who conned seniors out of their savings to serve nearly 10 years in prison and pay $4.6…
Feb 17
The Continuing Problem of Cy Pre

The Continuing Problem of Cy Pre

Thank you to WIlls, Trusts and Estates Prof Blog for the post regarding Fisk University, Cy Pres and Georgia O'Keefe's Art Collection. Melanie B. Leslie (Professor of Law, Benjamin N. Cardozo School of Law) recently published her article…

Rank this Week: 3244

Vandrew Law Blog

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

http://blog.law.vandrew.com/

Apr 16
Generation Skipping Tax: Don't Blow Off That Gift Tax Return

Generation Skipping Tax: Don't Blow Off That Gift Tax Return

Towards the end of 2012, there was a mad dash to set up trusts to reduce both federal and New Jersey estate tax. When the dust cleared, a log of people had been spurred on to do a lot of planning that was often long overdue. A lot of former…
Feb 26
Why is It Important to Choose an Estate Planning Law Specialist?

Why is It Important to Choose an Estate Planning Law Specialist?

The Estate Law Specialist Board Inc is the only American Bar Association accredited program for certification of an attorney as in the Estate Planning Law Specialist (“EPLS”). Attorneys who become Board-Certified under…
Feb 26
The Future of State Estate Tax Planning

The Future of State Estate Tax Planning

I'm proud to announce that I was published in New Jersey Law Journal again this past week, this time on the topic of the "fiscal cliff" tax changes have altered planning for the New Jersey Estate Tax. A copy of the article can be accessed…

Rank this Week: 3314

Nolo's Everyday Estate Planning…

Nolo's Everyday Estate Planning Blog

Covers estate planning and wills. By Nolo.

http://blog.nolo.com/estateplanning/

Oct 18
Capital gains taxes on sale of house

Capital gains taxes on sale of house

Dear Liza: My daughter is on my deed as joint tenant with me. If I die and she decides to sell the house, will she have to pay capital gains taxes?
Sep 30
How the Estate Tax Work

How the Estate Tax Work

Dear Liza: My dad just received about $200,000 in cash from his recently passed-away friend’s trust. I wonder how he should file his tax for 2012? I found several documents discussing about inheritance tax exemption being $5 million.…
Sep 18
Buying Mom’s House: Be Careful

Buying Mom’s House: Be Careful

Dear Liza, The only asset funding my Mother’s Trust is her primary residence. However, she recently moved from CA to live with me in WA. My sister would like to purchase the home but doesn’t have the full amount. She would pay a down…

Rank this Week: 3235

San Jose Estate Planning Attorney…

San Jose Estate Planning Attorney Blog

Covers estate taxes, gift taxes, and estate planning. By Raymond Sheffield.

http://www.sanjoseestateplanningattorneyblog.com/

Feb 22
8 ASSETS THAT AVOID PROBATE

8 ASSETS THAT AVOID PROBATE

Avoiding Probate is often a key goal for clients in their estate planning. This article will give you eight examples of property that passes directly to your beneficiaries without the need for probate. 1. Property Passing Outright to…
Feb 14
5 TIPS FOR MAKING INTRAFAMILY LOANS

5 TIPS FOR MAKING INTRAFAMILY LOANS

One of the best strategies for clients with wealth is to find ways to maximize the value and economic efficiency of that weath in a way that benefits the family without increasing the tax impact on the client's estate. An intrafamily loan…
Feb 1
USE POWERS OF APPOINTMENT TO CREATE FLEXIBILITY

USE POWERS OF APPOINTMENT TO CREATE FLEXIBILITY

A power of appointment can be an effective estate planning technique, facilitating how your property may ultimately pass to your heirs. There are two types of powers of appointment: general & limited. Both of these powers are the same with…

Rank this Week: 3211

Minnesota Estate Law

Covers Minnesota estate planning and probate. By Vest & Johnson.

http://mnestatelaw.com

May 4
Use Tax Refunds to Get New Busine

Use Tax Refunds to Get New Busine

Many clients delay estate planning because they lack liquid funds to pay for it. Yet, right now, millions of Americans are receiving their tax refunds. There is a marketing opportunity here for the savvy estate planning attorney. Consider…
Aug 9
New Hennepin County probate referees announced

New Hennepin County probate referees announced

Hennepin County has announced the addition of two part-time probate referees to replace Bruce Kruger, who has retired. Rumors of these appointments have circulated for a while now, but the official announcement came last week (see text…
Jul 15
Referee Kruger is retiring from Hennepin County’s probate court

Referee Kruger is retiring from Hennepin County’s probate court

After 20 years on the bench as one of Hennepin County’s probate referees, Bruce Kruger is retiring. Today, the court sent an announcement of his upcoming retirement party for attorneys and colleagues. The party is scheduled for July 30th…

Rank this Week: 3299

Mogren Glessner & Roti

Covers Washington state family law, estate planning, and probate.

http://mgrlaw.blogspot.com/

Apr 4
Compassion and Conviction

Compassion and Conviction

The following is a quote I came across from Rick Warren that I find insightful in this age of political correctness:“Our culture has accepted two huge lies. The first is that if you disagree with someone’s lifestyle, you must fear…
Oct 3
Power of Attorney for Adult Children

Power of Attorney for Adult Children

Do you have a Power of Attorney for your adult
Sep 27
Renton Criminal Defense Lawyer

Renton Criminal Defense Lawyer

Welcome to our new attorney, Michelle R.

Rank this Week: 3412

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