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San Jose Estate Planning Attorney…

San Jose Estate Planning Attorney Blog

Covers estate planning. By Serbin Law Offices.

http://www.serbinlawoffices.com/blog.html
  • May 10

    Best Mother's Day Gift Ever? The Kids Protection Planning Kit®

    Best Mother's Day Gift Ever? The Kids Protection Planning Kit®
    By now, the flood of floral commercials has already reminded us that Mother's Day is Sunday, May 12. But before you plunk down a good chunk of change on something that will wilt and die in a week or so, consider a gift that is truly…
  • May 2

    What We Can Learn From Downton Abbey About Estate Planning

    What We Can Learn From Downton Abbey About Estate Planning
    Downton Abbey - the British drama about the fortunes and misfortunes of an aristocratic British family in the early 20th century that has taken American audiences by storm - gets most of its gripping plot twists as the result of a number of…
  • Apr 25

    The Digital Afterlife Debate: What Happens to Your Online Assets After You're Gone

    The Digital Afterlife Debate: What Happens to Your Online Assets After You're Gone
    The digital afterlife debate over who owns the online assets of someone who has died has been in the news recently, brought to light by several families whose children have died tragically and who want access to their child's online accounts…
Rank this Week: 4333

California Probate Lawyer Blog

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: 4388

Oconomowoc Law Blog

Oconomowoc Law Blog

Covers elder law and estate planning. By Swendson/Fey Law Ltd.

http://wisconsintrustsandwills.com/family/
  • Nov 6

    What and When Should You Tell Your Children About Their Inheritance?

    What and When Should You Tell Your Children About Their Inheritance?
    Not many parents like to talk to their children about their wealth.  How much money people have is usually considered a private matter, something it’s not polite to talk about, but not talking to children about how much they may inherit…
  • Oct 24

    Planning For Incapacity and Long-Term Care

    Planning For Incapacity and Long-Term Care
    With people living longer due to advances in medicine and changes in lifestyle, odds are that most of us will become disabled for some time before we die and may need long-term care.  Unfortunately, too few plan for an event that is more…
  • Oct 19

    Life Insurance: How Much and What Kind?

    Life Insurance: How Much and What Kind?
    Life insurance can be an affordable way to provide for our children, spouse, a sibling, aging parents and others if we should die while they are depending on us.  Life insurance proceeds can provide extra income to help pay ongoing household…
Rank this Week: 4377

Estate Planning, Business, & Tax…

Estate Planning, Business, & Tax Law Blog

Covers fundamental concepts relevant to estate planning, business, and tax law. By Douglas K. Cook.

http://cookazlaw.com/blog
  • Nov 6

    Gifting in 2012

    Gifting in 2012
    As the end of 2012 approaches and the bus appears headed off the “fiscal cliff,” one estate planning strategy seems to be taking center stage among more affluent taxpayers.
  • Oct 15

    The Looming “Fiscal Cliff” of 2012

    The Looming “Fiscal Cliff” of 2012
    The much-discussed “fiscal cliff” facing the United States is the result of federal tax and spending policy changes that will become effective January 1, 2013, caused largely by the following: 1) the expiring “Bush tax cuts,” 2) the…
  • Oct 5

    3.8% Medicare Surtax on Individuals, Estates & Trust

    3.8% Medicare Surtax on Individuals, Estates & Trust
    Beginning in 2013, the Affordable Care Act will impose a 3.8% surtax on some types of income, subject to certain thresholds. However, the applicable threshold and the manner in which the surtax is calculated varies depending upon whether the…
Rank this Week: 4457

Private Briefing

Private Briefing

Covers estate planning and asset protection. By PrivateCounsel.

http://www.privatecounsel.com/blog/
  • Oct 27

    Thanks for the comments…

    Thanks for the comments…
    Color me embarrassed. We have received a number of comments on the blog. It seemed that all of the comments were “spam” – people promoting internet pharmacies, financial scams, etc. Well, I just went through several hundred comments to…
  • Oct 16

    VA Benefits For Long-Term Care of Veterans and Their Surviving Spouse

    VA Benefits For Long-Term Care of Veterans and Their Surviving Spouse
    Many wartime veterans and their surviving spouses are currently receiving long-term care or will need some type of long-term care in the near future. The Veterans Administration has funds that are available to help pay for this care, yet many…
  • Oct 15

    Homelessness Still a Problem for Veteran

    Homelessness Still a Problem for Veteran
    An article in USA Today reports that on a given night, more than 75,000 veterans (male and female) are living homeless on the streets of their cities. Nearly half (40%) of all homeless males are veterans. The homeless are often looked down…
Rank this Week: 4349

Washington Estate Planning Blog

Washington Estate Planning Blog

Covers wills, trusts and estate planning. By Insight Law.

http://Insightlawfirm.blogspot.com/
Rank this Week: 4424

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: 4292

My Road Ahead

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: 4361

Iowa Business Law

Iowa Business Law

Covers business law, estate planning, and insurance law topics as they pertain to Iowa. By Samuel I. Kreamer.

http://iowabusinesslaw.com
  • Sep 9

    Buying a Business, Essential Qualities: Commitment

    Buying a Business, Essential Qualities: Commitment
    This blog is part of a series of blogs on buying a business. We are first exploring the qualities you need when deciding to whether or not you are should buy a business. I encourage you to go back and read the previous blogs. This week…
  • Sep 9

    Buying a Business, Essential Qualities: Commitment

    Buying a Business, Essential Qualities: Commitment
    This blog is part of a series of blogs on buying a business. We are first exploring the qualities you need when deciding to whether or not you are should buy a business. I encourage you to go back and read the previous blogs. This week we are…
  • Jul 21

    Buying a Business: Access to Expertise

    Buying a Business: Access to Expertise
    This blog is part of a series of blogs on buying a business. We are first exploring the qualities you need when deciding to whether or not you are should buy a business. I encourage you to go back and read the previous blogs. This week we…
Rank this Week: 4296

Crabtree Law Blawg

Crabtree Law Blawg

Covers bankruptcy and estate planning.

http://crabtree-law.com/blog
  • Mar 1

    Student Loan Bankruptcy, the True Goal

    Student Loan Bankruptcy, the True Goal
    Perhaps you've looked at my earlier student loan debt articles here and here, and you're discouraged. You're thinking to yourself that it's too much of a risk, that too many things could go against your favor in the case, the "totality of the…
  • Feb 22

    Your First DWI in Jefferson County, Missouri, Part 1: Getting Your License Back

    Your First DWI in Jefferson County, Missouri, Part 1: Getting Your License Back
    Getting a DWI in Jefferson County is, frankly, easy to do. We've got a slew of "DWI recognition experts" who patrol the bars and restaurants at target times, to swoop down upon unfortunate people who may have misjudged their blood-alcohol…
  • Feb 22

    Common Objections to Bankruptcy, Part 2: I Make Too Much Money to Go Bankrupt!

    Common Objections to Bankruptcy, Part 2: I Make Too Much Money to Go Bankrupt!
    This concerns many people who know that there are certain limits on what they can make and still qualify for a chapter 7 bankruptcy. But it is a misconception to conclude that one has to be nearly penniless to qualify. Not at all!
Rank this Week: 4503

Nevada Trust Reporter

Nevada Trust Reporter

Features commentary on trust law and asset protection. By Provident Trust Group, LLC.

http://blog.trustprovident.com/
  • Nov 5

    1st Annual Dynasty Trust State Rankings Chart Released

    1st Annual Dynasty Trust State Rankings Chart Released
    Nationally known estate planning and asset protection attorney Steve Oshins recently published a Dynasty Trust State Rankings Chart at http://www.oshins.com/images/Dynasty_Trust_Rankings.pdf.  Like his annual Domestic Asset Protection Trust…
  • Aug 10

    New Article on Nevada Asset Protection

    New Article on Nevada Asset Protection
    The article was recently published in CCH Estate Planning Review and is entitled “Asset Protection in the Desert: Nevada’s Rules, Recent Developments, and Advantages.”    
  • Jul 6

    Las Vegas Business Press Executive Snapshot Looks at Provident’s CEO

    Las Vegas Business Press Executive Snapshot Looks at Provident’s CEO
    Provident Trust Group is pleased to announce that its CEO, Theresa Fette, has been featured in a Las Vegas Business Press Executive Snapshot.  Authored by Hubble Smith, this snapshot follows on the heels of Ms. Fette being named Entrepreneur…
Rank this Week: 4630

Rhode Island Estate Planning and…

Rhode Island Estate Planning and Elder Law Blawg

Covers elder law, medicaid planning, disability planning, tax planning, guardianship, wills, trusts, asset protection, and probate. By Matthew Fabisch.

http://riestateplanning.blogspot.com/
  • Aug 27

    When Should You Purchase a Long Term Care Insurance Product

    When Should You Purchase a Long Term Care Insurance Product
    The younger you purchase a policy, the lower the premiums will be. But if you are in your 40s, do you want to purchase insurance that you are unlikely to need for 40 years? Given the changes in the long-term care market place and in…
  • Aug 21

    The Tax Deductibility of Long-Term Care Insurance Premium

    The Tax Deductibility of Long-Term Care Insurance Premium
    Qualified long-term care insurance policies receive special tax treatment. To be "qualified," policies must adhere to regulations established by the National Association of Insurance Commissioners.
  • Aug 11

    Five Tips For Providing For Children Disabilitie

    Five Tips For Providing For Children Disabilitie
    Over at the Fabisch Law Education Rights Blawg we have a post that readers of this blog, particularly those who are parents and grandparents of special needs children, should find informative.
Rank this Week: 4512

Bay Area Wills, Trusts & Probate…

Bay Area Wills, Trusts & Probate Report

Covers planned giving, estate planning, taxes and wills and trusts. By Karen Meckstroth.

http://www.bayareawillsandtrustslawblog.com
Rank this Week: 4474

Charting The Course

Charting The Course

Covers business and estate plnning in the Ocean State. By Ullucci Law Associates.

http://ulluccilaw.wordpress.com
  • Jan 14

    The Estate Tax Deal

    The Estate Tax Deal
    After more than a year’s worth of wrangling (and our yapping about it here and here), our elected officials in Washington finally made a deal to settle the uncertainty surrounding the estate tax.  Naturally, they could not come to a long…
  • Jul 29

    Does Hourly Billing Hurt Your Bottom Line?

    Does Hourly Billing Hurt Your Bottom Line?
    While it’s an article of faith for most lawyers, we are not fans of billing our clients by the hour.  We come right out and say it on our firm website: billing by the hour makes clients worried about calling their lawyer and makes lawyers…
  • Apr 20

    Rhode Island’s Internet Infrastructure

    Rhode Island’s Internet Infrastructure
    The Rhode Island Economic Development Corporation is up and running its part of a new federal program to detail and enhance Rhode Island’s internet infrastructure.  The EDC believes, as do we, that expanding the availability and speed of…
Rank this Week: 4592

The Elder Firm, LLC

The Elder Firm, LLC

Covers elder law, estate planning, and Missouri Medicaid eligibility.

http://www.columbiaelderlaw.blogspot.com/
  • Mar 4

    New Bottom Limit of MMMNA Announced

    New Bottom Limit of MMMNA Announced
    The Department of Health and Human Services has announced the new poverty income guidelines for 2013. The new guidelines mean that the lower limit of the minimum monthly maintenance needs allowance (MMMNA) will rise…
  • Feb 7

    Do You Find Annuities Confusing?

    Do You Find Annuities Confusing?
    FROM www.medicaidannuity.com:You're not alone. If you're not an insurance agent annuities can be confusing. I'm frequently asked questions regarding the difference of annuities, and how the difference kinds are treated for eligibility…
  • Jan 9

    Beautiful...

    Beautiful...
    My dear girl, the day you see I'm getting old, I ask you to please be patient, but most of all, try to understand what I'm going through. If when we talk, I repeat the same thing a thousand times, don't interrupt to say: "You said the same…
Rank this Week: 4641

Pennsylvania Estate Planning &…

Pennsylvania Estate Planning & Administration Blog

Covers estate planning and probate. By Dessen, Moses & Rossitto.

http://www.pennsylvaniaestateblog.com/
  • Feb 13

    Disposition of Tangible Personal Property

    Disposition of Tangible Personal Property
    In a recent post, I discussed how to dispose of special items of personal property by giving them to a particular named person - these are called "specific bequests." The specific bequests are usually the items that are most important or…
  • Feb 7

    Minority and Disability Trust

    Minority and Disability Trust
    Minority and/or Disability Trusts are often added as a standard clause in a Will, providing that if any assets are left to a young or incapacitated person who is not receiving Supplemental Security Income (a Special Needs Trust is required if…
  • Feb 1

    Organize Your Assets to Benefit Your Heir

    Organize Your Assets to Benefit Your Heir
    Consolidate your bank accounts I like many people, open bank accounts for the sole purpose of saving for something special. It might be a special vacation, a birthday party, a new car, or whatever. Then after the occasion has passed, I…
Rank this Week: 4741

My Mississippi Tax Lawyer

My Mississippi Tax Lawyer

Covers Mississippi taxes, estate planning, and business formation issues. By David Lynch.

http://www.mymstaxlawyer.com/
  • Jan 2

    What is in the new Tax Relief Act passed by Congress?

    What is in the new Tax Relief Act passed by Congress?
    We finally got a new tax bill and now everybody wants to know what’s in it. I’m still working on digesting it myself, but if you want to get ahead of the curve, I recommend taking a look at the … Continue reading →
  • Dec 20

    Do you think we’re going over the “fiscal cliff”?

    Do you think we’re going over the “fiscal cliff”?
    Apparently in response to my post yesterday, I received a couple of questions from people as to whether or not I think Congress will let us go over the “fiscal cliff.” First let me say that I really do not … Continue…
  • Dec 19

    What happens if we go over the “fiscal cliff”?

    What happens if we go over the “fiscal cliff”?
    The American Institute of CPAs has released a Fiscal Cliff Series that provides a brief, objective  and non-partisan fact sheet on each of the following tax topics: Alternative Minimum Tax Individual Income Tax Rates Estate Tax…
Rank this Week: 4770

Derek's Tax blog

Derek's Tax blog

Covers taxes and estate planning. By the Jensen Law Office.

http://washingtonstateestatelaw.com/blogs
  • Dec 17

    14 Days and Counting - Two Years Ago Today

    14 Days and Counting - Two Years Ago Today
    Today marks the two year anniversary of the bill that extended the Bush tax provisions for two years and raised the Federal Estate Tax and Gift Tax Exemption to $5 million. My how things have changed! Two years ago the Republicans in Congress…
  • Dec 5

    New Year-End Planning Resource

    New Year-End Planning Resource
    I would like to bring your attention to two new resources for your Year-End Estate Tax Planning: Free Estate Planning Opportunities Webinar Planning Opportunities Not to Miss in 2012A Free Estate Planning Webinar for American Families and…
  • Dec 4

    Estate Tax Fiscal Cliff - 27 Days and Counting - What will the Estate Tax be on January 1st?

    Estate Tax Fiscal Cliff - 27 Days and Counting - What will the Estate Tax be on January 1st?
    There may be 27 calendar days left, but there are only 16 Planning Days left before the fiscal cliff! It may be too late to do anything, so what are the possible outcomes for the estate tax? As I see it, here are the three most likely…
Rank this Week: 4772

Atlanta Estate Planning Lawyer…

Atlanta Estate Planning Lawyer Blog

Covers powers of attorney, trusts, wills, and health care directives. By The Adams Law Offices, LLC.

http://www.atlantaestateplanninglawyer.com/
Rank this Week: 4745

West Michigan Estate Planning…

West Michigan Estate Planning Center

By Cottrell & Jacobs PLC.

http://www.westmichiganestateplanningcenter.com/
  • Nov 12

    ALERT: 2013 Estate Tax Change

    ALERT: 2013 Estate Tax Change
    As households around the country wind up the Christmas lights, purchase New Year's Eve noisemakers, and pop the cork on a bottle of champagne, you can bet that the beneficiaries of those with modest-sized estates will be toasting to the long…
  • Sep 20

    Michigan enacts new laws for Durable Powers of Attorney

    Michigan enacts new laws for Durable Powers of Attorney
    On May 23, 2012, the Governor of Michigan signed Enrolled Senate Bill 92 (PA 2012, No. 141) yesterday, which deals with new requirements for durable powers of attorney for finances. The law lists new requirements for Durable Powers of…
  • Aug 20

    What is your estate planning IQ?

    What is your estate planning IQ?
    Unfortunately, most Americans don't worry about estate planning until it is too late. Estate planning is a term that encompasses many things from Wills and trusts to disability and business succession planning. Take the short test below to…
Rank this Week: 4764

Eric Prindle Law Blog

Eric Prindle Law Blog

Covers estate planning, nontraditional families, business law, nonprofit organizations, and related topics in Minnesota

http://www.prindlelawoffice.com/my-blog/
  • Nov 2

    Legal Effects of the Marriage Amendment

    Legal Effects of the Marriage Amendment
    On Tuesday, Minnesota voters will decide the fate of a proposed state constitutional amendment banning same-sex marriage. Since the Minnesota Defense of Marriage Act already bans same-sex marriage, some may wonder what will change if the…
  • Oct 13

    Life Insurance & Minnesota Estate Tax

    Life Insurance & Minnesota Estate Tax
    There are a number of good reasons to buy life insurance, but one of the most compelling ones is to provide for your children in the event that something happens to you before they are old enough to care for themselves. In many cases, even…
  • Aug 20

    Revocable Living Trusts: Myth vs. Fact

    Revocable Living Trusts: Myth vs. Fact
    One of the most common myths about estate planning today is that everyone’s estate plan, without exception, should include a revocable living trust. Celebrity personal finance commentator Suze Orman is a particularly prominent spokesperson…
Rank this Week: 4653

Patrick D. Newton, Estate Planning…

Patrick D. Newton, Estate Planning Attorney

Musings on estate planning and links to articles on estate planning.

http://attorneynewton.blogspot.com/
  • Sep 2

    Do I have to file Gift Tax returns for the gifts to my Insurance Trust?

    Do I have to file Gift Tax returns for the gifts to my Insurance Trust?
    Filing a gift tax return for an ILIT, even if not technically required because all gifts are below the annual exclusion, is a good idea. It starts the statute of limitations for an audit of the gift. It allows you to decide affirmatively…
  • May 18

    WLOS ABC 13 News :: Top Stories - Attorney Sam Neill Admits Guilt

    WLOS ABC 13 News :: Top Stories - Attorney Sam Neill Admits Guilt
    WLOS ABC 13 News :: Top Stories - Attorney Sam Neill Admits Guilt
  • Mar 22

    Trust Protectors / Trust Advisor

    Trust Protectors / Trust Advisor
    Yesterday/s Advisor's Forum presentation discussed Trust Protectors and how their use in a trust can help the trust accomplish its goals.  The concept of a Trust Protector is to grant someone who is not a trustee or beneficiary certain…
Rank this Week: 4763

Legal Services Blog

Legal Services Blog

Covers Pennsylvania business law and estate planning issues. From The Martin Law Firm.

http://www.jbmartinlaw.com/legal-services-blog/
Rank this Week: 4645

Wisconsin Estate Planning and Tax…

Wisconsin Estate Planning and Tax Law Blog

Commentary on estate planning, tax law, and elder law. By Nathan J. Dosch.

http://www.wisconsinestateandtaxblog.com/
  • Apr 12

    Upcoming Webinar: Estate Planning for Digital Asset

    Upcoming Webinar: Estate Planning for Digital Asset
    On Wednesday, April 20th at 11am (central) Digital Estate Planning, LLC is sponsoring 1.5 hour seminar titled, "Estate Planning for Digital Assets."  I will be presenting along with Attorney Joe Boucher from Neider & Boucher, S.C. and…
  • Apr 1

    Wisconsin Lawyer Article on Estate Planning for Digital Asset

    Wisconsin Lawyer Article on Estate Planning for Digital Asset
    I have been meaning to post a link and video from an article Attorney Joe Boucher and I were fortunate enough write for the Wisconsin Lawyer magazine in December 2010 titled, E-Legacy: Estate Planning for Digital Assets.  The State Bar of…
  • Jan 26

    IRS Wins S-Corp Compensation Case

    IRS Wins S-Corp Compensation Case
    The case, Watson, P.C. v.
Rank this Week: 4825

San Mateo Probate Lawyer

San Mateo Probate Lawyer

Covers the latest developments in Estate Planning and Probate law. By the Jellins Group.

http://sanmateoprobatelawyer.com/
  • Apr 10

    What are Letters in Probate, in San Mateo County?

    What are Letters in Probate, in San Mateo County?
    What are Letters in Probate, in San Mateo County? “Letters”, also called “Letters of Administration”, is a document that is issued after the personal representative is appointed by the court and, if required, has posted the required…
  • Apr 10

    How Long Does Probate Take in San Mateo County, California?

    How Long Does Probate Take in San Mateo County, California?
    How Long Does Probate Take in San Mateo County, California? Theoretically a probate estate could be in a position to close in as little as five months from the date of the decedent’s death. However, in reality a probate estate normally…
  • Apr 5

    What Is A Personal Representative, An Administrator or Executor, under Probate Law in San Mateo County ?

    What Is A Personal Representative, An Administrator or Executor, under Probate Law in San Mateo County ?
    What Is A Personal Representative, An Administrator or Executor, under Probate Law in San Mateo County ? A personal representative is a catch all term for the person who is in charge of the decedent’s estate. There several types of personal…
Rank this Week: 4799

Estate & Tax Planning Musings

Estate & Tax Planning Musings

Provides updates on estate and tax planning information and cases. By Marc J. Soss.

http://estate-taxplanningmusings.blogspot.com/
  • Mar 22

    Modified Accumulation Trusts For IRA or Other Qualified Plan Benefits at Death

    Modified Accumulation Trusts For IRA or Other Qualified Plan Benefits at Death
    Recent private letter rulings issued by the Internal Revenue Service have created concern among estate-planning attorneys regarding the best way to draft trusts that are intended as potential receptacles of IRA or other qualified plan…
  • Mar 22

    Richest States Could Be the Best for Estate Planning

    Richest States Could Be the Best for Estate Planning
    A recent study powered by TheStreet reports that the following are the states with the most and the least liquid millionaires as a percentage of the total population, listed in descending order:Most Millionaires:HawaiiMarylandNew…
  • Dec 14

    IRS Loses Billion Dollar Transfer Pricing Case

    IRS Loses Billion Dollar Transfer Pricing Case
    The IRS lost a billion dollar § 482 transfer pricing case yesterday. Veritas Software Corp. v. Commissioner, 133 T.C. No. 14 (Dec. 10, 2009):
Rank this Week: 4818

California Estate Planning…

California Estate Planning Practice Blog

By Jennifer N. Sawday.

http://www.jensawday.com/
  • Jan 16

    Ready for 2013? How About Updating Your Estate Plan?

    Ready for 2013? How About Updating Your Estate Plan?
    Thinking about updating your estate plan? Here are some key numbers that were finalized from the American Taxpayer Relief Act passed into law January 2, 2013: Estate and Gift Tax Lifetime Exemption set a 5 million indexed for inflation:…
  • Aug 22

    What Happens To Your Pet When Something Happens to You?

    What Happens To Your Pet When Something Happens to You?
    This is a confidential memo to you as an animal lover and pet owner: we know that you love your pet more than anything and would do anything to keep them happy, comfortable and part of your family forever.  But what happens when something…
  • Feb 9

    California Courts Are Severely Impacted

    California Courts Are Severely Impacted
    Yesterday I attended a presentation by the Trusts and Estates section of the Orange County Bar Association. As customary for beginning of the year presentations, it was an overview of the new rules, laws and other items of note to begin the…
Rank this Week: 4925

Michigan Estate Planning, Probate…

Michigan Estate Planning, Probate and Elder Law

Covers Michigan estate planning, wills, living trusts, powers of attorney, elder law, caregiving, family matters and growing older . By Glenn Matecun.

http://matecunlaw.wordpress.com
  • Mar 31

    What is a Lady Bird Deed?

    What is a Lady Bird Deed?
    Check this out if you want to learn more about how a Michigan Lady Bird Deed works and how it can help with your Will, Trust or other estate planning.
  • Mar 8

    Beware! Estate Planning for Second Marriages Can Be Tricky.

    Beware! Estate Planning for Second Marriages Can Be Tricky.
    The following was recently published in my “Ask the Lawyer” column: Question:   I just got remarried and both my husband and I have children from previous marriages. I am worried that my son and daughter won’t get anything if I die…
  • Oct 23

    IRS Issues Long-Term Care Premium Deductibility Limits for 2012

    IRS Issues Long-Term Care Premium Deductibility Limits for 2012
    The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2012 taxes as a result of buying long-term care insurance.  Premiums for “qualified” long-term care insurance policies (see explanation below)…
Rank this Week: 4913

Estates of Mind

Estates of Mind

Covers estate planning and wealth preservation. By Mark A. Ziebold.

http://estatesofmind.blogspot.com/
  • Jul 27

    Uncertainty and what it means for you

    Uncertainty and what it means for you
    I have been receiving the same type of question from many clients lately. In each instance, the question centers around the activities of the government in spending more money than we have (and printing what it doesn't have!) and what that…
  • Jul 27

    Teaching in the Fall

    Teaching in the Fall
    I'll be teaching Federal Income Taxation in the Fall Semester at Trinity law School. For any students reading this, we'll be going through many of the fundamental code sections that are important in this practice area and focusing on…
  • Feb 2

    Highlighted Charity for February 2011

    Highlighted Charity for February 2011
    This month's featured charity is The Foundation for Hope and Innovation. Their website and other information can be found here: They are a 501(c)(3) organization that was formed to do cancer research. They are passionate about doing…
Rank this Week: 4858

Wachbrit Estate Planning &…

Wachbrit Estate Planning & Asset Protection Blog

Covers estate planning and asset protection. By Diedre Wachbrit.

http://epblog.wachbrit.com
Rank this Week: 4930

The Law Office of Michael…

The Law Office of Michael Robinson, P.C.

Covers elder law and estate planning.

http://www.mrobinsonlaw.com/blog/
  • May 20

    Congratulations to Danielle Lenhard!

    Congratulations to Danielle Lenhard!
    Dani received her RN pin at her graduation ceremony this weekend.  We’re so proud of her!
  • May 20

    Don’t Worry About Expiring Will

    Don’t Worry About Expiring Will
    Taking the time to create an estate plan and all its important parts, such as a last will and testament or powers of attorney, is something that many people never do. But if you do get around to making a will, you don’t need to worry…
  • May 17

    If You’re a Senior, You May Be a Targeted by Financial Con Artist

    If You’re a Senior, You May Be a Targeted by Financial Con Artist
    As people age they are often less able to recognize scams and swindles designed to cheat them out of their money. Con artists know this, and as more people reach retirement age many criminals are trying to take advantage of elderly people…
Rank this Week: 5076

Nash Nash Bean & Ford, LLP Blog

Nash Nash Bean & Ford, LLP Blog

Covers elder law and estate planning.

http://www.nashbeanford.com/blog/
  • May 20

    Is a Personal Property Memorandum Right for Your Estate Plan?

    Is a Personal Property Memorandum Right for Your Estate Plan?
    A Last Will and Testament is the foundation of any estate plan.  Exactly what you choose to include in your Will, however, is a very individual decision. For some, a Will contains very explicit instructions and details while for others…
  • May 16

    Scheduling a Family Meeting to Discuss Your Estate Plan – Why It’s Important

    Scheduling a Family Meeting to Discuss Your Estate Plan – Why It’s Important
    Over half of all Americans have yet to create a thorough estate plan despite knowing how important one is. If you have taken the time to create one, you are to be commended; however, you still have one important step left to take –…
  • May 15

    Google Unveils “Inactive Account Manager”

    Google Unveils “Inactive Account Manager”
    Electronic media giant Google recently unveiled an account tool that will help account holders with their digital estate planning. The “Inactive Account Manager” tool is just another example of how everyone should pay attention to…
Rank this Week: 5062

Deborah Sexton Law Office, P. A.…

Deborah Sexton Law Office, P. A. Blog

Covers estate planning and elder law.

http://www.arkansas-estateplanning.com/blog/
  • May 20

    It’s Time to Plan for Medical Emergencie

    It’s Time to Plan for Medical Emergencie
    It doesn’t matter what age you are, if you don’t have a medical emergency plan in place you’re putting yourself and your loved ones at risk. Medical emergencies require you to have the right legal documents in order –…
  • May 17

    Have You Planned for Expenses?

    Have You Planned for Expenses?
    While a lot of people take the time to create an estate plan, rarely do they consider all of the expenses associated with settling their estate. To help prevent expenses that reduce your loved ones’ inheritances, consider these tips for…
  • May 15

    Top 5 Reasons to Update an Estate Plan

    Top 5 Reasons to Update an Estate Plan
    You hear all of the time that you should update your estate plan, but what situations require you to update it and what can wait? If you’re not sure, consider these top five reasons estate planning attorneys recommend updating your…
Rank this Week: 5073

Law Offices of Richard B.…

Law Offices of Richard B. Schneider, LLC Blog

Covers elder law and estate planning.

http://www.rbsllc.com/blog/
  • May 19

    New York Resident Dies Intestate with $40 Million Estate

    New York Resident Dies Intestate with $40 Million Estate
    Roman Blum died last year at the ripe old age of 97. A New York developer, Blum made a fortune over the years developing on what was, at the time, the virgin ground of Staten Island. When Blum died, he was worth upwards of $40 million, yet he…
  • May 16

    What You Need to Know about Making Changes to a Trust

    What You Need to Know about Making Changes to a Trust
    Trusts were once used only by wealthy families who wanted to pass down the family fortune from generation to generation. Today though, trusts have evolved to the point where even someone with a modest estate can benefit from including a trust…
  • May 14

    Google Account Tool Helps with Estate Planning

    Google Account Tool Helps with Estate Planning
    In the 21st century, almost everything that was once done in person is now done electronically. Can you imagine a week without using your e-mail account? What about sharing photos and videos the old fashioned way –by snail mail or…
Rank this Week: 5106

Law Office of Robert L. Boydstun…

Law Office of Robert L. Boydstun Blog

Covers estate planning, probate, guardianships, disability and elder law.

http://www.boydstunlaw.com/blog.html
  • May 17

    The Asset Map Helps Them Help You

    The Asset Map Helps Them Help You
    If you become incapacitated or pass away, the trauma to your family from that event should not be compounded because they have to start to search for your assets and important papers.  If your family has to take over the handling of your…
  • May 10

    Addressing Fear of Losing Control

    Addressing Fear of Losing Control
    Over the years I have observed that children of older parents are often frustrated because their parents refuse to take the necessary steps to plan for the years ahead when their parents are likely to need help with handling their funds,…
  • May 2

    How to Show Your Family Its Legacy of Love

    How to Show Your Family Its Legacy of Love
    I recently read The Last Lecture, by Randy Pausch.  Mr. Pausch was a computer science professor who was diagnosed with terminal cancer.  He had three young children and he wanted to give them a means to know who he was and that…
Rank this Week: 5068

Potter Law Firm Blog

Potter Law Firm Blog

Covers estate planning and elder law.

http://www.potterestateplanning.com/blog/
  • May 17

    A Cautionary Estate Planning Tale

    A Cautionary Estate Planning Tale
    A recent news story about potential abuse of powers of attorney provides a cautionary tale for individuals involved in estate planning.  You can read the story here, but here are two important take-aways: 1) A Power of Attorney is an…
  • May 15

    Kentucky Court Ruling Puts Seniors on Notice

    Kentucky Court Ruling Puts Seniors on Notice
    Long-term care insurance can be a solution for many seniors. The cost of nursing home care can be stifling, and making payments out-of-pocket can erode the legacy that you have to leave behind to your loved ones. If you have appropriate…
  • May 13

    Be Aware of Elder Financial Abuse

    Be Aware of Elder Financial Abuse
    It is a good idea to be aware of the perils that you may face as you age, and elder financial abuse is one of them. People sometimes dance around difficult topics, and this is understandable. However, the fact is a significant percentage of…
Rank this Week: 5087

Minko Law Office Blog

Minko Law Office Blog

Covers estate planning and elder law.

http://www.minkolaw.com/blog/
  • May 14

    Things You Need to Know about Medicare

    Things You Need to Know about Medicare
    When you’re planning for retirement, you know you’ll need to also plan for Medicare. You need to know how to enroll, if you qualify and the coverage you’ll get. To help get you started, consider these facts about Medicare…
  • May 12

    Taking Stocks of Your Asset

    Taking Stocks of Your Asset
    No one looks forward to estate planning. Deciding what assets you have and where they need to be distributed just reminds you how little you have in terms of mortality. While you may think it is a negative thing, evaluating your assets is…
  • May 9

    Ways to Reduce Legal Fees after You Die

    Ways to Reduce Legal Fees after You Die
    While you may not think about it much, your death is a costly event. Even the best estate plans can forget to protect your family and your assets from the unforeseen legal fees. So, to make sure you’re protected, look at these top ways…
Rank this Week: 5050

John R. Vermillion & Associates,…

John R. Vermillion & Associates, LLC Blog

Covers elder law and estate planning.

http://www.revocabletrusts.com/blog/
  • May 13

    Practical Tips for Selecting the Right Elder Care Facility

    Practical Tips for Selecting the Right Elder Care Facility
    Last week we wrote about the different types of elder care facilities and the types of amenities they typically offer. This week we’re going to discuss some practical tips you can use once you begin investigating facilities you’ve…
  • May 12

    How Your Power of Attorney End

    How Your Power of Attorney End
    If you made a power of attorney as part of a comprehensive estate plan, you will want to know how and when these powers end. When you create a power of attorney you become a principal, while the person who receives the authority to act is…
  • May 11

    Creative Celebrity Will

    Creative Celebrity Will
    He also left some of his estate to the Babe Ruth Foundation, which he created during his lifetime in order to benefit underprivileged children.
Rank this Week: 5060

The Thorpe Law Firm, P.A.

The Thorpe Law Firm, P.A.

Covers Florida real estate law, foreclosure defense, bankruptcy, estate planning and family law.

http://www.thorpelawfirm.com/blog/
  • May 6

    Stockton California Bankruptcy Case

    Stockton California Bankruptcy Case
    In June of 2012, the city of Stockton, CA filed a Chapter 9 bankruptcy case. Although individuals and businesses can file for bankruptcy without court approval, this is not the case for municipalities. They can be debtors only if (among other…
  • Apr 24

    Bankruptcy Means Testing

    Bankruptcy Means Testing
    The word bankruptcy can be a scary one, and for many has negative connotations. Some people think that they have to give up their possessions, including their home and car, in order to claim bankruptcy. There are circumstances, however, that…
  • Apr 7

    When to File for Chapter 13 Bankruptcy

    When to File for Chapter 13 Bankruptcy
    When to File for Chapter 13 Bankruptcy? Bankruptcy is never something that people want to think about, but sometimes it does become necessary. It doesn’t mean that you don’t want to pay your debts or you want to ‘stick…
Rank this Week: 5055

Purcell & Amen, L.L.C. Blog

Purcell & Amen, L.L.C. Blog

Covers elder law and estate planning.

http://www.yourestatematters.com/blog/
  • Apr 19

    Five Important Estate Planning Considerations for Blended Familie

    Five Important Estate Planning Considerations for Blended Familie
    Blending two families often comes with its share of ups and downs. Spouses who are busy trying to handle the emotional and practical aspects of blending families often forget about some of the estate planning considerations that a blended…
  • Apr 18

    What is Legacy Planning?

    What is Legacy Planning?
    Everyone leaves a legacy when they die. Although your legacy includes any financial wealth you leave behind, it encompasses more than that. How you wish to be remembered, the mark you made on the world while you were here, and what you did to…
  • Apr 17

    Revocable Living Trust and Incapacity Planning

    Revocable Living Trust and Incapacity Planning
    A revocable trust is a type of inter-vivos, or living, trust. An irrevocable trust is the other living trust option. If you are considering the use of a revocable trust as part of your estate plan, you should have a basic understanding of the…
Rank this Week: 5097

The Elder & Disability Law Firm…

The Elder & Disability Law Firm Blog

Covers estate planning and elder law. By Esther Wang.

http://www.san-bernardino-elder-law.com/blog/
  • Mar 22

    How Veteran’s Aid Affects Your Existing Power of Attorney Appointment

    How Veteran’s Aid Affects Your Existing Power of Attorney Appointment
    If you have appointed a family member or friend to make important decisions on your behalf should you become ill, incapacitated, or unable to handle your own affairs, you need to understand how your Veteran’s Aid will affect…
  • Feb 22

    Filing for Veteran’s Aid: Documentation and Verification

    Filing for Veteran’s Aid: Documentation and Verification
    When you apply for veteran’s aid, like any other assistance program, especially those run by a government entity, they are not just going to take you at your word. It is a red-tape process, and they will require documentation to verify…
  • Feb 18

    What to Consider When Planning for Incapacity

    What to Consider When Planning for Incapacity
    Planning for incapacity is a very important aspect of estate planning, Your estate is not just about assets and the distribution thereof; it is also about planning for life’s uncertainties, ensuring that your affairs and major decisions…
Rank this Week: 5056

Northern Kentucky Lawyer Blog

Northern Kentucky Lawyer Blog

Covers personal injury and accidents, DUI, criminal defense, bank side bankruptcy cases, creditors' rights, divorce and family custody, and estate planning. By Fessler Schneider & Grimme.

http://www.fsgattorneys.com/blog
  • Mar 19

    Northern KY Law Firm Welcomes Return of Cincinnati Baseball

    Northern KY Law Firm Welcomes Return of Cincinnati Baseball
    March is almost over and in Cincinnati and northern Kentucky that means only one thing: Reds baseball! The northern KY law firm of Fessler, Schneider and Grimme is happy and proud to welcome back our hometown Cincinnati Reds! Northern KY Law…
  • Jan 4

    DUI Attorney in Northern Kentucky

    DUI Attorney in Northern Kentucky
    NKY DUI Attorney It’s no secret that cops are on the lookout for drunk drivers. Now more than ever people are being arrested and jailed for driving under the influence of alcohol or drugs. However, there are varying levels and…
  • Apr 2

    How Is Our Marital Property Divided In Kentucky?

    How Is Our Marital Property Divided In Kentucky?
    The laws surrounding the division of marital property are different for each state, but Kentucky is considered an “equal distribution” state.   During a divorce, it’s rare for both parties to settle on an agreement…
Rank this Week: 5088

Michigan Estate Planning

Michigan Estate Planning

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

http://michiganestateplanning.blogspot.com/
  • Feb 25

    New Michigan Law Avoids “Uncapping” in Family Transfer

    New Michigan Law Avoids “Uncapping” in Family Transfer
    Two years ago in March, I reported here on the Klooster v City of Charlevoix case, which addressed the issue of "uncapping" in a real estate transaction between family members. 1994 amendments to the Michigan Real Property Tax, placed a…
  • Jan 4

    Congress Finally Gives us Answers on Estate and Gift Tax

    Congress Finally Gives us Answers on Estate and Gift Tax
    To quote former President Gerald Ford, with respect to the Federal Estate and Gift Tax: "our long, national nightmare is over." Late on January 1, Congress enacted "The American Taxpayer Relief Act of 2012." I won't go into great detail…
  • Nov 21

    SHOULD YOU BE DOING LARGE YEAR-END GIFTS IN 2012?

    SHOULD YOU BE DOING LARGE YEAR-END GIFTS IN 2012?
    Unfortunately, before we can intelligently answer this question, some history is necessary. With the pending expiration of the so-called "Bush Era Tax Cuts," there is a significant amount of buzz about making large year end gifts to take…
Rank this Week: 5089

Armstrong, Fisch & Tutoli Blog

Armstrong, Fisch & Tutoli Blog

Covers elder law and estate planning.

http://www.armstrongfisch.com/blog/
  • Feb 11

    Census Statistic of Interest to Elder Law Community

    Census Statistic of Interest to Elder Law Community
    The baby boomer generation is getting older, and people who are part of this group are reaching retirement age in droves. There are about 10,000 people applying for Social Security every day, and analysts tell us that this volume should stay…
  • Feb 8

    Fiscal Cliff Fallout

    Fiscal Cliff Fallout
    The question of whether or not the United States was going to fall over the “fiscal cliff” dominated the news in the weeks and days leading up to the new year. If we would have plunged over the cliff the estate tax parameters…
  • Nov 1

    Answering a Common Tax Question

    Answering a Common Tax Question
    People often ask San Diego estate planning lawyers about the taxes that must be paid when gifts are given. A common question involves reporting a cash gift as income when you are filing your tax returns. The fact is that you do not have to…
Rank this Week: 5051

Back in the Black Hills

Back in the Black Hills

Covers South Dakota criminal law, family law and estate planning issues. By Tana Fye.

http://backintheblackhills.blogspot.com/
  • Jan 4

    ICWA and the SCOTUS

    ICWA and the SCOTUS
    For only the second time, the Supreme Court of the United States will hear a case involving the Indian Child Welfare Act (ICWA).  This Reuters article describes the situation as a "human tragedy," which pretty much can describe any case…
  • Oct 9

    First Amendment, Pastors, and the IRS

    First Amendment, Pastors, and the IRS
    I thought that this story (here and here) was fascinating.  Currently churches can lose their 501(c)(3) status if the pastor endorses candidates, as the church is no longer purely a religious organization.
  • Sep 28

    Right to Counsel for Children

    Right to Counsel for Children
    This link has a report card for each state on a child's right to counsel.  South Dakota only earns a D.  This report card is based on laws actually on the books, not based on how those laws are applied by the Courts. When we look at how the…
Rank this Week: 5241