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GTH Estate Planning Blog

Covers Washington estate planning and family law issues. By Gordon Thomas Honeywell.

http://www.gthestateplanning.com/

May 16
Observations on doing Lars's tax return (3 of probably 4); the self-employment tax, Social Security, and Medicare.

Observations on doing Lars's tax return (3 of probably 4); the self-employment tax, Social Security, and Medicare.

Another thing that strikes Lars as he prepares and reflects on his 2012 personal income tax return, is the amount of self-employment tax. He pays this because, as a partner in a CPA firm, he gets a share of the partnership's net income…
May 9
Observations on doing Lars's tax return (2 of maybe 4); retirement plan investing.

Observations on doing Lars's tax return (2 of maybe 4); retirement plan investing.

Seeing the reduced tax on his capital gains and dividends, Lars feels confirmed in favoring stocks over bonds. There is part of his portfolio that doesn't show up in his income tax return, though, at least not yet: his retirement plan. …
May 2
Observations on doing Lars's tax return (1 of maybe 4); why would anyone have bonds now?

Observations on doing Lars's tax return (1 of maybe 4); why would anyone have bonds now?

Lars is a professional tax preparer. Actually at this advanced stage of his career as a CPA, he is much more reviewer than preparer; the less senior accountants in his office do the return assembly. He has a couple of peculiarities in the…

Rank this Week: 2083

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 16
National Enquirer Inheritance Fortune Feud: Adult Son Arrested

National Enquirer Inheritance Fortune Feud: Adult Son Arrested

The New York Daily News reported this weekend on more developments in an estate feud case that we have previously touched on. It is yet another testament to the lengths that some are willing to go when significant sums of money are involved.…
May 14
Siblings Inheritance Feud Turns Criminal

Siblings Inheritance Feud Turns Criminal

Estate planning attorneys frequently urge residents to be careful about creating long-term plans to avoid family feuding. Careful consideration of inheritances, open communication between families, and prudent use of tools like trusts are…
May 9
Children-Out-of-Wedlock and Inheritance Feuding

Children-Out-of-Wedlock and Inheritance Feuding

The more complex a family arrangement, the more tailored estate plan is likely needed. For local residents this often takes the form of second or third marriages, with children and different step-relatives. The "default" rules may not be…

Rank this Week: 2015

FLG Trusts & Estates Reporter

Covers trusts, estate planning, asset protection, and probate, with particular focus on Mississippi, Alabama, and Florida. By Fortenberry Law Group PLLC.

http://www.fortenberrylaw.com

May 14
Why Living Trusts Don’t Always Avoid Probate in Florida

Why Living Trusts Don’t Always Avoid Probate in Florida

Living trusts are a popular tools for avoiding probate in Florida. But even though probate may not be required to transfer assets, the trustee may want to probate the deceased person’s estate to deal with creditors.Why Living Trusts…
May 7
Taxation of Lifetime Gifts vs. Transfers at Death

Taxation of Lifetime Gifts vs. Transfers at Death

Lifetime gifts versus transfers at death. From a tax planning perspective, should a client hold property until death or transfer it during his or her lifetime? Taxation of Lifetime Gifts vs. Transfers at Death is a post from: probate attorney…
Apr 30
Estate Tax Provisions of the 2014 Budget: Is the Current Estate Tax Law Permanent?

Estate Tax Provisions of the 2014 Budget: Is the Current Estate Tax Law Permanent?

Since the Treasury recently released President Obama’s 2014 budget proposals, there’s been a lot of grumbling about the President’s proposed estate, gift, and generation-skipping transfer tax provisions. If enacted, these…

Rank this Week: 2014

Texas Probate Litigation

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

http://www.txprobatelitigation.com/

May 3
Texas Supreme Court enforces arbitration clause in a trust

Texas Supreme Court enforces arbitration clause in a trust

Today, the Texas Supreme Court released an anticipated opinion in Rachal v. Reitz. In the opinion, the Court upheld an arbitration clause in a trust dispute, requiring the trust beneficiaries to bring their claims against the trustee in…
May 2
Oil and gas royalties and estate disputes in Texa

Oil and gas royalties and estate disputes in Texa

The importance of oil and gas interests to Texans is nothing new. But the shale boom has brought about a renaissance in exploration and production, and a great influx of wealth to many Texas families. This boom is highlighted in...
Apr 15
An Executor Can be Removed for a Conflict of Interest

An Executor Can be Removed for a Conflict of Interest

Back in June of 2009, I posted about a Texas Supreme Court case regarding the removal of an executor. In that case, Kappus v. Kappus, the Texas Supreme Court held that an alleged conflict of interest was not a sufficient...

Rank this Week: 2018

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: 2034

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: 2175

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: 2174

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: 2051

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: 2171

Estate Planning Blog

Covers asset protection, estate planning, probate and income tax planning. By Sheppard, Brett, Stewart, Hersch, Kinsey & Hill P.A.

http://www.sbshlaw.com/blog

May 17
Boxtop Minister

Boxtop Minister

A friend of mine officiated at another friend’s wedding not too long ago. I asked him (in jest) if he was acting in his official capacity as a notary public. “No,” he replied, “I’m an ordained minister!”…
May 10
Don’t Believe the News Reports – Our Future is Bright

Don’t Believe the News Reports – Our Future is Bright

It seems that everywhere you turn you hear, read or see some report about how today’s youth are lazy, don’t know how to communicate with one another, or otherwise don’t measure up in some way or form. Don’t believe…
May 3
Comfort In, Dump Out – How Not to Say the Wrong Thing

Comfort In, Dump Out – How Not to Say the Wrong Thing

Susan Silk, a clinical psychologist, recently wrote an interesting piece for the Los Angeles Times, explaining how not to say the wrong thing when interacting with those who are suffering from terminal illnesses or who have just lost a loved…

Rank this Week: 2421

Death Care Law Blog

Covers laws relating to preneed and death care compliance, serving banks, funeral homes, crematories, and cemetaries. By Attorney William Stalter.

http://www.deathcarelaw.com/

May 15
Michigan's Plan: Target Date Investment Strategy

Michigan's Plan: Target Date Investment Strategy

I stand corrected. A representative of the Michigan Funeral Directors Association advises that their request for proposal for a new investment advisor for the master trust has resulted in the selection of a firm that will not only assume a…
May 2
Illinois Tax Blues: when a loss is not a lo

Illinois Tax Blues: when a loss is not a lo

For many Illinois funeral homes, April 15th served as a bitter reminder of Merrill Lynch and the financial losses suffered by the IFDA master trust. The final Merrill Lynch settlements (approximately $41 million) were received in 2012, and…
Apr 17
Wisconsin Cemeteries: Who needs a fiduciary?

Wisconsin Cemeteries: Who needs a fiduciary?

Here is proof that readership of newspapers is going down. The Milwaukee Journal Sentinel called a few weeks back about a Wisconsin legislative bill that sought investment freedom for cemetery trust funds. With the legislative battle…

Rank this Week: 2388

Marshall Elder & Estate Planning…

Marshall Elder & Estate Planning Blog

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

http://marshallelder.blogspot.com/

May 13
Inheritance can create problems for grandchild with special need

Inheritance can create problems for grandchild with special need

One blessing of aging is that it gives us the opportunity to get to know our grandchildren, and perhaps even our great-grandchildren. As we live through our 70s and 80s we can watch them grow into adulthood. We can develop special…
May 9
Community Spouse Minimum Income Allowance to Increase to $1,939 on July 1, 2013

Community Spouse Minimum Income Allowance to Increase to $1,939 on July 1, 2013

If a married nursing home resident receives Medicaid long-term care benefits, his or her community spouse is entitled to retain a certain minimum level of income called the Monthly Maintenance Needs Allowance (MMNA). If the community spouse's…
May 9
Hospital Arbitration Agreement signed by Mother is Unenforceable against Daughter

Hospital Arbitration Agreement signed by Mother is Unenforceable against Daughter

Can a mother enter into an agreement with a hospital that limits her daughter’s rights to sue the hospital for negligent care? What if the mother doesn’t have power of attorney or guardianship authority? That issue was the subject…

Rank this Week: 2425

Edwards Elder Law, P.A. Blog

Covers assisted living, elder law, estate planning, and long term care.

http://www.edwardselderlaw.com/blog/

May 7
Estate Planning For Singles – Your Pet

Estate Planning For Singles – Your Pet

If you are single you may not have children, but you most likely have one or more pets that you cherish like family. What would happen to your beloved pet if you unexpectedly died or became hospitalized? Have you put ……
Apr 30
Why Your Florida Durable Power of Attorney Should Be Updated Regularly

Why Your Florida Durable Power of Attorney Should Be Updated Regularly

Many times I have people come into my office having taken the proactive step of putting a durable power of attorney in place as part of their incapacity planning. However, having put it in place, they checked it off their ……
Apr 23
Florida Probate Basics – What Assets Go Through Probate

Florida Probate Basics – What Assets Go Through Probate

The assets we own usually fall into one of three categories. These categories are 1) assets you own that have a beneficiary designation, 2) assets that you own jointly with a right of survivorship with someone else and 3) assets…

Rank this Week: 2261

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: 2207

Byrd Garrett PLLC Blog

Covers Washington elder law, estate planning, and long term care.

http://www.byrdgarrett.com/blog/

Jan 26
Understanding the Clauses in Your Will

Understanding the Clauses in Your Will

Knowing about the different kinds of clauses that are in your will is an important part of understanding the estate plan that you’re trying to put together. After all, if you don’t know what the will is saying, how can you know…
Jan 26
Are You Doing Too Much? The Difference Between Caretaking and Caregiving

Are You Doing Too Much? The Difference Between Caretaking and Caregiving

As more people spend time providing elder care services to parents or other elderly family members, they often experience stress or difficulties because of the services they provide. Elder care, especially for untrained volunteers, can be…
Jan 26
Learning From General Norman Schwarzkopf

Learning From General Norman Schwarzkopf

As commander of coalition forces during operation Desert Shield and Desert Storm, General Norman Schwarzkopf left behind a legacy as a great military commander when he died this December. He also left behind a legacy that can teach us a lot…

Rank this Week: 2225

Michigan Elder Law Blog

Covers estate planning and elder law in Michigan. By Barsch & Joswick PLLC.

http://www.michiganelderlaw-blog.com/

Jan 7
Who Should Supervise Our Online Legacy?

Who Should Supervise Our Online Legacy?

There was a front page article in Saturday's Wall Street Journal about who controls a digital legacy. We previously blogged on this topic in September. Users of Yahoo email and photo services, as part of their terms of service that they…
Jan 2
Chinese Approaching to Caring for their Elderly

Chinese Approaching to Caring for their Elderly

We previously blogged on how the French are seeking new ways to manage Alzheimer's care. In a related story, the Chinese are moving to enforce care for older parents. Some interesting highlights from the law: 1. Children have a…
Dec 30
Can Dad Still Live Alone

Can Dad Still Live Alone

Happy Holidays! It's the time of the year when we gather with those closest to us to celebrate the holidays. For some of us, this is the only time of the year we get to see family and friends. Often, when we only see a friend or relative…

Rank this Week: 2341

Legally Easy

Offers legal news and information. By Charley Moore.

http://legallyeasy.rocketlawyer.com/

Nov 29
Be Careful What You Search For: Google Searches Can Be Criminally Damning

Be Careful What You Search For: Google Searches Can Be Criminally Damning

Recent evidence in the the Casey Anthony case highlights just how incriminating a Google search could be
Nov 29
Legalize Marijuana, Bolster The Economy (with $13.7 billion)

Legalize Marijuana, Bolster The Economy (with $13.7 billion)

Oregon already won the battle in the November election, now for the rest of the country…
Nov 27
Dear President Obama, Please Leave Me Alone

Dear President Obama, Please Leave Me Alone

With the election long over, why are the President’s supporters still receiving countless emails? Dear President Obama,

Rank this Week: 2373

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: 2306

Illinois Estate Planning &…

Illinois Estate Planning & Elder Law Blog

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

http://www.illinoisestateplanningandelderlawblog.com/

May 18
Illinois Tenancy by the Entirety

Illinois Tenancy by the Entirety

If you live in Illinois, you are married and you own your home, it is worth becoming familiar with the meaning of holding title to your home in the form of a tenancy by the entirety. A tenancy by the entirety differs in several important…
May 8
Estate Planning for Fido

Estate Planning for Fido

Few dogs are lucky enough to be left $12 million by their owners like Leona Hemsley’s Maltese named Trouble. But this doesn’t mean that your pet can’t be provided for when you consider how you want your possessions to be…
May 4
Unrelated Estate Administrator

Unrelated Estate Administrator

An Illinois decision makes it clear that an individual unrelated to the person who died (the decedent), may be appointed by the court to serve as administrator of the estate. In re Estate of Gage involves a man with three children, whose…

Rank this Week: 2609

Sanders Law Firm Blog

Covers North Carolina law.

http://www.kirksanderslaw.com/blog

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…
May 8
Certificate of Relief: Don’t let a past crime block your road to a better future

Certificate of Relief: Don’t let a past crime block your road to a better future

North Carolina recently widened the types and conditions under which past criminal convictions may be expunged from one’s record. Despite these new guidelines, the criteria for the removal of a past crime from one’s record…
Apr 16
News Release: Partial Settlement in Wrongul Death Case with Dram Shop Liability

News Release: Partial Settlement in Wrongul Death Case with Dram Shop Liability

Partial Settlement Ordered in Forsyth County Superior Court in wrongful death case. Sanders Law Firm, PLLC represents the plaintiff-estate. The firm will continue to pursue the case against the bar. Link to Winston-Salem Journal…

Rank this Week: 2551

NFA Gun Trust Lawyer Blog

NFA Gun Trust Lawyer Blog covers Class III weapons topics for all of the 50 states. By Jacksonville, Florida, Gun Trust Attorney, David M. Goldman.

http://www.guntrustlawyer.com/

May 15
Magpul PMAG $12.50 Each In Stock

Magpul PMAG $12.50 Each In Stock

For those of you who live in states where magazines are getting ready to become illegal to purchase, you may be interested in an offer I just received to purchase 30 round pmags for your Gun Trust for $12.50 each....
May 9
Gun Trust can be used to purchase Multi-Caliber Suppressors in most states.

Gun Trust can be used to purchase Multi-Caliber Suppressors in most states.

New Silencer - SWR: Specwar 762; Multi-caliber Sound Test. A Gun Trust can be used to purchase suppressors in most states like the Specwar 762 from SWR. The multi-caiiber suppressor had sound suppression to the 135-131 db range when…
May 2
Major Provisions of the National Firearms Act (NFA)

Major Provisions of the National Firearms Act (NFA)

Tomorrow Sarah Gervase, with the NRA is presenting a summary of the major provisions of the NFA just before my presentation of the use of Gun Trusts as we provide many lawyers with information on Gun Trusts I wanted to...

Rank this Week: 2566

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: 2699

Cooper Elder Law

Covers Ohio estate planning, nursing home protection and qualifying for veterans benefits. By Thom L. Cooper Company, LPA.

http://cooperelderlaw.com/our-blog/

May 8
Medicare and Nursing Homes: The End of the “Improvement” Standard

Medicare and Nursing Homes: The End of the “Improvement” Standard

By Attorney Liz Durnell In all of my time working with the elderly, one of the most discussed issues is “how long will Medicare pay for my nursing home?” The maximum amount of time that Medicare will pay for skilled nursing care…
May 7
The Importance of Planning for Special Needs Familie

The Importance of Planning for Special Needs Familie

By: Attorney Nathan Simpson Growing up with a brother who is disabled, I know firsthand the importance of estate planning. The plans that my parents put in place now will have a significant impact on the quality of life for my brother after…
May 6
A Bird in the Hand is Worth Two In the Bush

A Bird in the Hand is Worth Two In the Bush

By Julian Guilfoyle The belief that it is better to have a lesser certain benefit than the possibility of a greater one that may come to nothing is a decision increasing contemplated by today’s retiree. George Yacik outlines this…

Rank this Week: 2494

The Virtual Attorney Blog

Covers estate planning and business law. By Michael Brennan.

http://thevirtualattorney.com/blog

May 7
I think I Need a Will, So Why Not Use Legalzoom?

I think I Need a Will, So Why Not Use Legalzoom?

There are a host of developments that can cause property to be distributed in ways other than that which had been intended when the will was written and signed. Many of them are changes in family situation such as births, deaths, divorces,…
May 1
What a Will Can (and Cannot) Do

What a Will Can (and Cannot) Do

A will is a simple and effective tool at accomplishing a number of goals and estate planning needs, but it can’t do everything. Here are some goals that a properly drafted and executed will can and cannot accomplish. A will CAN be…
Apr 23
What is HIPAA? Answers to Frequently Asked Question

What is HIPAA? Answers to Frequently Asked Question

Most of us believe that our medical and other health information is private and should be protected, and we want to know who has this information. In a world that in continuously becoming more connected, the exchange of such information is…

Rank this Week: 2582

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: 2675

Bonfrisco Law Firm Blog

Covers New Jersey estate planning.

http://www.njtrustlawyer.com/blog/

Mar 26
What Estate Planning Document Ultimately Controls?

What Estate Planning Document Ultimately Controls?

A comprehensive estate plan typically includes more than one document. Although a Last Will and Testament is usually the foundation for any estate plan, most include secondary documents such as trusts, insurance policies, and financial…
Mar 26
What Does Estate Planning Cost?

What Does Estate Planning Cost?

Over half of all Americans do not have a comprehensive estate plan despite knowing that they need one. One of the reasons people often cite for not creating an estate plan is the cost involved. Instead of thinking in terms of what the cost is…
Mar 26
What Estate Planning Document Ultimately Controls?

What Estate Planning Document Ultimately Controls?

A comprehensive estate plan typically includes more than one document. Although a Last Will and Testament is usually the foundation for any estate plan, most include secondary documents such as trusts, insurance policies, and financial…

Rank this Week: 2532

Law Matters Blog

Covers Vermont family law and estate planning. By the Law Offices of Bucknam Black Brazil PC.

http://vtlegalhelp.com/our-blog/

Mar 20
What you should know about employment discrimination

What you should know about employment discrimination

What you should know about employment discrimination Employers and employees are usually aware that discrimination in the work place is illegal. The definition of illegal discrimination, however, can be difficult to understand. As I have…
Mar 14
Return to Annual Homestead Declaration

Return to Annual Homestead Declaration

Return to Annual Homestead Declarations Vermont funds its educational system through a property tax system. The “education tax” is imposed on all homestead and nonresidential property, but at differing rates. The basis for…
Feb 15
Understanding The Visa and MasterCard Settlement

Understanding The Visa and MasterCard Settlement

UNDERSTANDING THE VISA AND MASTERCARD SETTLEMENT In the past few weeks merchants have been receiving a “Notice of Class Action Settlement” related to a lawsuit against Visa, MasterCard and numerous banks. The purpose…

Rank this Week: 2718

Wealth Wars: Arkansas Estate,…

Wealth Wars: Arkansas Estate, Trust & Probate Litigation Blog

Covers estate and trust conflicts, inheritance battles, and will contests.By Matt House.

http://arkansaswealthwars.com

Mar 14
Arkansas Court Of Appeals Affirms Agreement To Split Joint Accounts Despite Beneficiary Designation

Arkansas Court Of Appeals Affirms Agreement To Split Joint Accounts Despite Beneficiary Designation

There is often confusion regarding what property falls within an estate, or trust, and what property falls outside of either. For example, commonly bank accounts, IRA’s, etc.,…
Aug 5
“Murder, Fraud, $2.2 Million Somewhere”

“Murder, Fraud, $2.2 Million Somewhere”

This week’s issue of the Arkansas Times contains a sad but fascinating story written by Mara Leveritt, who is well-known for her writing about so-called “true crime,” including but not limited to her book about the West Memphis…
Jul 26
Common Mistakes When Serving As Trustee

Common Mistakes When Serving As Trustee

My last post discussed the pros and cons of institutional trustees vs. family member trustees. Regardless of whom is serving as trustee, in the course of my law practice there are common themes which repeatedly arise in the area of trust…

Rank this Week: 2604

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: 2666

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: 2516

Florida Probate Blog -…

Florida Probate Blog - WeProbateFlorida.com

Covers Florida probate administration. By Long H. Duong.

http://weprobateflorida.com

Oct 18
Do I have to Probate the Homestead Property?

Do I have to Probate the Homestead Property?

We have been answering this question repeatedly over the last couple of months. If a homestead property is not a probate asset, why does it have to go through probate? Great question.
May 29
Cost (expenses) associated with Florida probate administration

Cost (expenses) associated with Florida probate administration

There seems to be more confusion these days regarding the costs (expenses) associated with a probate administration in Florida. Let me try to clear things up:
Feb 10
Where should I store my Last Will and Testament (and other important documents)?

Where should I store my Last Will and Testament (and other important documents)?

Nearly 5 years ago, I wrote an article about what to do when you can’t find the Will of the decedent.

Rank this Week: 2552

Los Angeles Probate and Trust…

Los Angeles Probate and Trust Lawyer Blog

Covers estates, probate and trust administration in California. By Jan Morrison.

http://www.losangelesprobateandtrustlawyer.com/

May 16
Did Amy Winehouse have a Will?

Did Amy Winehouse have a Will?

I recently read two articles regarding the rumors about Amy Winehouse updating her Will to ensure that her ex-husband Blake Fielder-Civil would not inherit any of her estate. One article was in Forbes and the other in Elder Law Answers....
Feb 16
Problems With Drafting Your Own Will

Problems With Drafting Your Own Will

A Will, a Trust, Powers of Attorney, Advance Health Care Directives, HIPAA Authorizations, Personal Property Assignments and any thing else attendant to your estate plan are legal documents.
Nov 18
Estate Planning is Not Only For the Wealthy

Estate Planning is Not Only For the Wealthy

An article posted at Coloradoan.com written by James L. Watts, outlines many reasons why it is not just the wealthy that benefit from an estate plan. Excluding possible federal estate tax exposure, Mr.

Rank this Week: 2730

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: 2592

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 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…
May 13
MOST COMMON FINANCIAL MISTAKES

MOST COMMON FINANCIAL MISTAKES

Recently, Consumer Reports did a survey about the common financial mistakes people make. Below are the seven most common pitfalls. Not revising your Last Will and Testament, Revocable Trust; or updating the beneficiaries on your…
May 10
DELAWARE BECOMES THE 11TH STATE TO APPROVE SAME SEX MARRIAGE

DELAWARE BECOMES THE 11TH STATE TO APPROVE SAME SEX MARRIAGE

On May 7, 2013, Delaware became the eleventh state in the nation to legalize same-sex marriage. While the state had an existing civil unions law, the new measure allows gay and lesbian couples to legally marry. Rhode Island, Iowa, New…

Rank this Week: 2866

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 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 ……
May 9
Estate Tax Exemption Revisited

Estate Tax Exemption Revisited

When President Barack Obama recently released his 2014 budget proposal, it was revealed that the estate tax exemption may not last as long as many had previously anticipated. According to a recent article, the proposed budget would not only…
May 2
Painless Estate Planning

Painless Estate Planning

Despite the grave importance of having an estate plan, a large amount of Americans still have not undertaken any steps towards drafting their estate plan. Often, people put the task aside because it is unpleasant to consider the reality of…

Rank this Week: 2918

Musings of a Massachusetts Estate…

Musings of a Massachusetts Estate Lawyer

Focuses on estate planning, probate and corporation law in Massachusetts. By David E. Peterson.

http://blog.deplawfirm.com/

Apr 30
Choosing Fiduciaries: Two Schools of Thought

Choosing Fiduciaries: Two Schools of Thought

By its very nature, much of the administration of an estate plan takes place upon the creator’s death or incapacity. For that reason, selecting the proper persons to serve as fiduciaries is arguably the most important decision that one…
Mar 11
Law Office of David E. Peterson Major Website Redesign Launched

Law Office of David E. Peterson Major Website Redesign Launched

I’m proud to announce that I’ve just launched a major redesign of the official website of the Law Office of David E. Peterson. The website is the product of countless hours of work. I’d especially like to thank my wife, Dan…
Feb 5
What Is A Medicaid Trust?

What Is A Medicaid Trust?

If you listen to talk radio, then there’s a good chance that you’ve heard an advertisement from a law firm preaching the benefits of Medicaid Trusts. They are a great option for many families, especially for the late-middle-aged,…

Rank this Week: 3052

Oasis Law, LLC

Covers Massachusetts elder law, special needs, and lifetime & estate planning matters, with a focus on the needs of same-sex couples, blended families, and families with loved ones who have special needs or require long-term care.

http://www.oasislawfirm.com/

Dec 2
Qualified Terminable Interest Property Trusts: A Valuable Asset-Protection Tool, Especially for Blended Familie

Qualified Terminable Interest Property Trusts: A Valuable Asset-Protection Tool, Especially for Blended Familie

If you have children from another marriage and you wish to provide for your present spouse without disinheriting your children, consider a planning tool called the “qualified terminable interest property trust” (QTIP). First,…
Nov 29
Trustees Beware: Recent Changes that Affect Special Needs Trust

Trustees Beware: Recent Changes that Affect Special Needs Trust

In this time of shrinking public resources, special-needs trusts are under scrutiny. Trustees must stay abreast of the fast-changing rules that affect their beneficiaries. Of note are the new policies implemented very recently by the Social…
Oct 10
Our Greenfield Office Is Open!

Our Greenfield Office Is Open!

Dear clients, colleagues, and friends, I have hung my shingle at 393 Main Street, Greenfield. Conveniently located in the downtown district, across from the courthouses, you can find me in the historic Masonic Building, above the Chamber of…

Rank this Week: 2978

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: 2989

California Probate Lawyer Blog

Covers estate planning and probate. By Mitchell A. Port.

http://www.californiaprobatelawyerblog.com/

Nov 20
Peer Review

Peer Review

Martindale-Hubbell Peer Review Ratings recently came out with it's rating of me. The Ratings are an objective indicator of a lawyer's high ethical standards and professional ability. Attorneys receive a Peer Review Ratings based on…
Nov 13
Estate and Gift Tax Change

Estate and Gift Tax Change

On November 9, 2012 the Joint Committee on Taxation released a report which, among other issues, examines the potential impact to the Treasury from potential changes to the estate tax, including the Obama administration’s proposals. …
Sep 4
Estate And Gift Tax Planning

Estate And Gift Tax Planning

2012 provides a unique opportunity for making gifts using the federal estate, gift and generation skipping transfer (“GST”) tax exemption of $5,120,000 (reduced by any prior use of such exemption). Unless Congress takes action, the…

Rank this Week: 2980

Massachusetts Estate Planning and…

Massachusetts Estate Planning and Elder Law

Discusses estate planning, elder law and health insurance matters in Massachusetts. By Leanna Hamil.

http://lhamillattorney.typepad.com/main/

Oct 10
How Should I Divide My Assets?

How Should I Divide My Assets?

A lot of times when I’m meeting with clients they will ask me “how should we leave our stuff?” They have children, grandchildren, siblings, parents, nieces, nephews, charities they like to support and they are having trouble figuring…
Sep 18
Leaving A Memo or Letter With Your Will

Leaving A Memo or Letter With Your Will

Your Will is the place where you distribute certain types of property after your death. Anything that has a joint owner (like a house or a bank account) or a named beneficiary (like a retirement plan or insurance policy) will pass to the…
Sep 10
Changing Guardianship Nomination

Changing Guardianship Nomination

If you find yourself need to change the guardianship nominations for your children, there are some steps you need to take. All parents of minor children (and parents of special needs children) should nominate guardians in legal documents so…

Rank this Week: 2830

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: 2818

Attorney Brandi

Provides general information and Ohio specific information relating to small business law, real estate, landlord/tenant law, civil, probate and estate planning. By Brandi N. Buchenau.

http://attorneybrandi.wordpress.com/

Aug 14
Rental Collection

Rental Collection

Collections can be handled in one of two ways. First, when someone is evicted, you can pursue past due rent and damages through a “Second Cause Hearing” (the first cause being the eviction). If no eviction took place, you can sue for…
Aug 14
Rental Collection

Rental Collection

Collections can be handled in one of two ways. First, when someone is evicted, you can pursue past due rent and damages through a “Second Cause Hearing” (the first cause being the eviction). If no eviction took place, you…
Apr 6
Ohio Evictions – Set Out Procedure

Ohio Evictions – Set Out Procedure

Once you have your court date and a writ is issued, the tenant will either leave voluntarily or will stay, forcing your to physically set them out. Set Out Procedure is essentially you, the landlord, contacting the Bailiff the day after the…

Rank this Week: 3045

My Road Ahead

Provide stories and resources to those trying to settle an estate. By Knowtification.com.

http://knowtification.wordpress.com/

Oct 12
An Estate Tool to Make Life Easier…read!

An Estate Tool to Make Life Easier…read!

Losing a loved one is one of the most traumatic experiences a family will endure. It’s tough enough to handle the onslaught of emotions it ignites, let alone negotiate the complex maze of practical, legal and financial issues that families…
Sep 29
Using Legal Services to Prevent Blisters…Not to Cure Them

Using Legal Services to Prevent Blisters…Not to Cure Them

Before taking a few long runs along South Florida’s coastline a few weeks ago, I went shopping for products that would enhance my running experiences. I considered purchasing energy gels, new shoes, and mp3s for my iPod. While shopping at…
Sep 14
Because some people just don’t plan

Because some people just don’t plan

One common theme that I frequently come across is that people are just plain busy all the time. They have so many things pulling them in so many different directions. The mere thought of spending ANY money involves a long decision process…

Rank this Week: 2924

Asset Protection Law Journal

Covers asset protection laws. By Kenneth J. Laino.

http://www.assetprotectionlawjournal.com

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…
Apr 18
Private Practice Physicians Should Make Asset Protection a High Priority

Private Practice Physicians Should Make Asset Protection a High Priority

The possibility of a malpractice lawsuit is a constant concern for most physicians. A malpractice lawsuit can have serious personal and financial consequences. And physicians in private practice face another financial…

Rank this Week: 3247

Law Office of Barton P. Levine

Covers New York estate planning, probate and wills.

http://www.new-york-estate-planning.com/blog/

May 15
Trusts — What If I Need to Change Something?

Trusts — What If I Need to Change Something?

Trusts were once considered to be only for those with extensive estate assets; however, those days are long gone. Today, even someone with a modest estate can potentially benefit from the inclusion of a trust in his or her estate plan. The…
May 13
$40 Million Intestate Estate May Go to State of New York

$40 Million Intestate Estate May Go to State of New York

New York may receive an estate worth $40 million – the largest in New York history – if heirs to the estate are not located soon. The decedent’s story reminds all of us why estate planning is necessary. New York resident…
Mar 23
Taking Against a Will

Taking Against a Will

Most of us assume that once we execute a Last Will and Testament that the document controls everything relating to the disposal of estate property after death. While your Will certainly is the foundation of an estate plan, there are…

Rank this Week: 3298

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