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Arizona Senior Law Blog

Arizona Senior Law Blog

Covers topics like Arizona Medicaid, ALTCS, and estate planning. By Jackson White.

http://www.arizonaseniorlaw.com/news/
  • Apr 20

    Differences in Medicare and ALTCS

    Differences in Medicare and ALTCS
    Question: Why do I need to even consider Arizona Long Term Care System when I have Medicare? After paying into the Medicare system for my entire career, shouldn’t Medicare cover my medical expenses? I don’t understand why I need…
  • Apr 13

    ALTCS Has a Network of Facilitie

    ALTCS Has a Network of Facilitie
    Question: My mother has lived in the same assisted living community for three years, and we both really like most everything about her accommodations. After three years of paying for care, however, mom is just about out of money, and we need…
  • Apr 7

    Things to Know About Long-Term Care

    Things to Know About Long-Term Care
    Question: I am in the process of helping my father apply for Arizona Long Term Care System. How long will it take to process, and if the application is approved, will ALTCS pay us back for the costs we incur while the application…
Rank this Week: 4195

Hauptman and Hauptman, P.C. Blog

Hauptman and Hauptman, P.C. Blog

Covers guardianship, Medicaid, probate and estate administration.

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

    Second Marriage – Happily Ever After? (Part 2)

    Second Marriage – Happily Ever After? (Part 2)
                    Last week I was telling you about George and Mary.  Mary has dementia and may soon need nursing home care.   George had gone to an elder…
  • Apr 12

    Second Marriage – Happily Ever After?

    Second Marriage – Happily Ever After?
                    George called me because his wife, Mary wasn’t doing well.  She has dementia and he is facing the prospect of needing long term care for…
  • Apr 5

    Confusing Medicaid with Other Government Programs (Part 2)

    Confusing Medicaid with Other Government Programs (Part 2)
                    Last week I was telling you about the call I received from Lou.  His dad had been living in senior housing but now needs nursing home care. …
Rank this Week: 4132

Parman & Easterday Blog

Parman & Easterday Blog

Covers elder law and estate planning.

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

    Estate Planning for Seniors in Oklahoma: Essential Concept

    Estate Planning for Seniors in Oklahoma: Essential Concept
    Estate Planning for Seniors in Oklahoma: Essential Concepts from Larry Parman As a senior there are pressing concerns that your estate plan will need to address, such as the possibility that you might one day need to have someone make…
  • Apr 16

    Free Report: Do I Pay Oklahoma Taxes When Someone Leaves Me Money?

    Free Report: Do I Pay Oklahoma Taxes When Someone Leaves Me Money?
      You are not required to report an inheritance as income for income tax purposes, but there are transfer taxes that can be applicable. Topics covered in this white paper include: Income Taxes Federal Estate Tax State-level Estate Tax…
  • Apr 16

    Free Report: What Is the Annual Gift Tax Exclusion in Oklahoma?

    Free Report: What Is the Annual Gift Tax Exclusion in Oklahoma?
      The annual gift tax exclusion allows you to give up to $14,000 to any number of gift recipients within a calendar year free of the gift tax. Topics covered in this white paper include: Additional Gift Tax Exclusions Lifetime Unified…
Rank this Week: 4875

Cramer Law Center

Cramer Law Center

Covers estate planning, probate, guardianship and elder law issues.

http://cramerlawcenter.com/blog/
  • Apr 17

    National Healthcare Decisions Day: Why Planning Ahead Matter

    National Healthcare Decisions Day: Why Planning Ahead Matter
    If you were in an accident today or became suddenly sick and couldn’t speak for yourself, would your family know your healthcare wishes? Would they know for certain what you would want the hospital and doctors to do? And would they be…
  • Apr 2

    Digital Assets Part I: Facebook’s Legacy Contact – A Step in the Right Direction

    Digital Assets Part I: Facebook’s Legacy Contact – A Step in the Right Direction
    Up until recently, your loved ones and even the executor (or “Personal Representative”) of your estate would be denied access to your Facebook account after your death. To address the issues this created, Facebook has…
  • Mar 24

    Movies About Estate Planning: Alive Inside

    Movies About Estate Planning: Alive Inside
    Alive Inside is another captivating movie about a subject that regularly touches our practice as estate planners: dementia. This documentary follows social worker Dan Cohen, founder of the nonprofit organization Music and Memory, as he…
Rank this Week: 5031

Estate Planning Blog

Estate Planning Blog

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

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

    What you should know about myRA account

    What you should know about myRA account
    MyRA accounts are a new type of government-backed starter retirement savings account, designed for people whose employers do not offer retirement accounts. As of now, anyone who has direct deposit for their paycheck can sign up and start…
  • Apr 13

    Increasing number of American retirees affected by student loan

    Increasing number of American retirees affected by student loan
    A record number of older adults now carry student loan debt, and the phenomenon is still growing: people over 60 are in the fastest growing age group for college debt, according to a report from The New York Times. A record 2.2 million people…
  • Mar 26

    Many employers provide back-up elder care

    Many employers provide back-up elder care
    Hundreds of New York employers provide back-up elder care, designed to help employees stay at work when an unexpected problem arises with elder care. Employees who have registered for back-up elder care can call a care organization when they…
Rank this Week: 4243

Elder Counsel Blog

Elder Counsel Blog

Provides education and tools for Elder Law and Special Needs Attorneys.

http://www.eldercounsel.com/blog/
Rank this Week: 4391

EstateAware

EstateAware

Covers personal legal and financial planning. By Griffin Bridgers.

http://www.estateaware.com
  • Apr 15

    Exciting Announcements from EstateAware.com!

    Exciting Announcements from EstateAware.com!
    Up until now, EstateAware.com has been little more than a blog dedicated to estate and finance professionals.  However, today, I am excited to announce the expansion of the site to serve both consumers and professionals. 1.) ONLINE…
  • Apr 13

    Estate Planning Objectives: Who versus How?

    Estate Planning Objectives: Who versus How?
    If you were to ask the average consumer what estate planning entails, chances are their answer would contain some variant of determining “who” gets your stuff when you die. The problem with this assumption is that it completely…
  • Mar 16

    Digital Estate Planning: The Age of the Information Fiduciary

    Digital Estate Planning: The Age of the Information Fiduciary
    In my previous digital estate planning post, I posed the question regarding the difference between the decedent in the 1990’s who threw away all his bank accounts, photos, and family letters before death, and the decedent in…
Rank this Week: 4105

Potter Law Firm Blog

Potter Law Firm Blog

Covers estate planning and elder law.

http://www.potterestateplanning.com/blog/
  • Apr 14

    Is Incapacity Planning Really Important?

    Is Incapacity Planning Really Important?
    People often go through life without planning ahead for the eventualities of aging. When you are younger, it can be hard to imagine a time when you will not be capable of doing everything that you can do right now. Plus, there are some…
  • Feb 18

    Who Is Competent to Create a Last Will?

    Who Is Competent to Create a Last Will?
    When you think about the legal document called a last will, you may assume that it is a very simple document. You jot down your final wishes regarding the desired distribution of your property, you set aside the document for safe keeping, and…
  • Jan 23

    What Is the Difference Between a Living Trust and a Living Will?

    What Is the Difference Between a Living Trust and a Living Will?
    There are various different legal devices that are used in the field of estate planning. Sometimes people are confused because the terms sound similar. With this in mind, we will look at the differences between living trusts and living wills…
Rank this Week: 3897

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/
  • Apr 13

    Retirement Planning With Special Needs Child

    Retirement Planning With Special Needs Child
    Parents with special needs children have a set of added concerns when planning for their retirement.  In addition to planning where they will live and how much income they will have, they also need to plan where there special needs child…
  • Feb 8

    Nursing Homes Abuse

    Nursing Homes Abuse
    The New York Times has reported that New York nursing homes are now bringing guardianship proceedings in order to collect on the bills owed to them. In order to protect yourself from such abuse, it is vital that you have a valid Power of…
  • Jan 19

    Don’t Have An Unsettled Legacy

    Don’t Have An Unsettled Legacy
    The children of Dr. Martin Luther King. Jr. are involved in litigation in Atlanta over control of his bible and his Nobel Prize medal. One group wants them to be sold. Another group wants them donated to Morehouse College. It is sad that this…
Rank this Week: 3865

Kentucky Estate, Probate and Tax…

Kentucky Estate, Probate and Tax Law Blog

Covers estate planning and tax law. By English, Lucas, Priest & Owsley LLP.

http://www.mykentuckyestateattorney.com/
  • Apr 8

    Annulment versus divorce matters at tax time

    Annulment versus divorce matters at tax time
    In our last post, we discussed how divorce affects an estate plan. A thorough review of all estate documents is critical post-divorce to ensure you’ve covered every conceivable scenario and changed every document necessary. Allowing an…
  • Apr 2

    A divorce can affect your estate plan

    A divorce can affect your estate plan
    Hardly anyone goes through the process of putting together a comprehensive estate plan with the intentions of getting divorced from their current spouse thereafter. It is, however, a fact of life that becomes reality for a large portion…
  • Mar 26

    Six Things to Do When You Have a Child

    Six Things to Do When You Have a Child
    Having a child can be exciting (and stressful).  Probably the last thing you might think to do when having a child is to update an estate plan, but it’s absolutely necessary.  Here are 6 things to consider when you have a…
Rank this Week: 4061

Iowa Estate Plan

Iowa Estate Plan

Covers information and news on estate planning and probate. By Matthew Gardner.

http://www.iowaestateplan.com/
  • Apr 5

    Probate Patience: How Long Should it Take to Complete Probate?

    Probate Patience: How Long Should it Take to Complete Probate?
    A common question that comes up in client meetings is 'how long does it take to get through probate?'  There a lot of variables that go into that determination.  However, it is fair to recommend some patience for the process to get…
  • Mar 1

    The Trusted Trustee: Who Gets to Have All the Fun?

    The Trusted Trustee: Who Gets to Have All the Fun?
    When you are putting together your estate plan (and shame on you if you haven't done so yet) one of the decisions you may face is 'who should be the trustee?'This question assumes that you are using a trust.  Whether it is due to young…
  • Jan 4

    What Happens When your Special Needs Child Turns 18 in Iowa?

    What Happens When your Special Needs Child Turns 18 in Iowa?
    A common scenario for children with special needs can arise when the child turns age 18 (age of majority in Iowa).  Once they are an adult, they are entitled to make their own decisions and healthcare information to others may be…
Rank this Week: 5074

Laird Hammons Laird Blog

Laird Hammons Laird Blog

Trial Lawyers Chris Hammons and John Laird discuss Oklahoma laws and their implications.

http://www.lhllaw.com/blog/
  • Mar 31

    Two Most Common Estate Planning Mistake

    Two Most Common Estate Planning Mistake
    Estate planning is an extremely important part of securing your family’s financial well-being. Two of the most common mistakes people make in their estate planning (or lack of) is avoiding probate and gifting their assets. Both of these…
  • Mar 30

    Trucking Accident – Critical Steps for the First 48 Hour

    Trucking Accident – Critical Steps for the First 48 Hour
    A trucking accident varies from other types of accidents in several ways. First, there are numerous state and federal regulations trucks must adhere to that require investigation after an accident. Second, the immense size of semis, 18…
  • Feb 27

    Applying for Social Security Disability in Oklahoma

    Applying for Social Security Disability in Oklahoma
    While Americans value self-reliance, we are also a nation committed to helping those who help themselves. Because of this fundamental concern, our country has put in place a number of economic safety nets and ways to assist those in need. For…
Rank this Week: 4072

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
  • Mar 27

    Lunch With the Probate Judges – 2015

    Lunch With the Probate Judges – 2015
    On March 24, 2015, the panel of Probate Judges discussed the current state of Probate Court in Los Angeles County and addressed questions and concerns submitted by members of the Beverly Hills Bar Association. Fortunately six probate judges…
  • Feb 20

    Conservators Can Petition the Court to Stop the Abuse of Elder or Dependent Adult

    Conservators Can Petition the Court to Stop the Abuse of Elder or Dependent Adult
    Firm partners, Alexander R. Ginzburg and Yasha Bronshteyn, attended the Elder Abuse Restraining Orders: Nuts, Bolts and Other Miscellany program which was presented on February 19, 2014, by the Los Angeles Bar Association-Trust…
  • Feb 2

    New California Conservatorship Jurisdiction Act

    New California Conservatorship Jurisdiction Act
      On January 20, 2015, Ginzburg & Bronshteyn, LLP partner, Yasha Bronshteyn, attended the New California Conservatorship Jurisdiction Act: Protecting Conservatees from Multi-State Elder and Dependent Adult Abuse,  presented by…
Rank this Week: 5048

Redlands Veterans' Affairs…

Redlands Veterans' Affairs Attorney Blog

Covers estate planning and elder law. By Esther Wang.

http://www.california-elder-law.com/blog/
  • Mar 24

    Do You Have Incapacitation Planning? WHO Estimates Dementia to Triple by 2050

    Do You Have Incapacitation Planning? WHO Estimates Dementia to Triple by 2050
    Dementia is not an easy illness to manage. Family members are forced to care for and financially back their loved ones when they are no longer able to do so for themselves. In most cases, individuals do not have adequate...
  • Mar 18

    Do you qualify for Aid & Attendance?

    Do you qualify for Aid & Attendance?
    Aid & Attendance is a special pension that offers veterans and their surviving spouses additional funding/assistance for another person to help with eating, dressing, bathing and other daily maintenance matters. Not all veterans will…
  • Mar 16

    Do Americans Underestimate their Life Expectancy?

    Do Americans Underestimate their Life Expectancy?
    Though life expectancy tables can predict that individuals will live a certain number of years, the fact of the matter is that there is a large variety of factors that play into how long a person might live. Mortality tables...
Rank this Week: 3828

PVW Estate Planning, Business…

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

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

http://www.pvwestateplanning.wordpress.com/
  • Mar 24

    Report on Retirement Savings by American

    Report on Retirement Savings by American
    Earlier in March, the National Institute on Retirement Security issued a report on retirement planning by Americans. Although the savings in 401(k) plans and Individual Retirement Accounts (IRA) hit $11.3 trillion dollars at the end of 2013,…
  • Jan 22

    IRS Private Letter Ruling on Testamentary Powers of Appointment of Trust Property

    IRS Private Letter Ruling on Testamentary Powers of Appointment of Trust Property
    In late 2014, the Internal Revenue Service (IRS) issued two Private Letter Rulings (PLR) regarding testamentary powers of appointment. In the PLRs, the IRS evaluated whether a grandchild’s power of appointment over a grandparent’s…
  • Jan 16

    Longevity Annuity Contracts in Retirement Plan

    Longevity Annuity Contracts in Retirement Plan
    By Mary E. Vandenack. Owners of IRAs or participants in certain retirement plans can use up to $125,000 or 25% of their account balance to purchase a qualified longevity annuity contract (“QLAC”). A QLAC is an annuity that begins…
Rank this Week: 3863

Lambert and Williams Law Blog

Lambert and Williams Law Blog

Focuses on personal injury, estate, & marine law.

http://www.lambertandwilliams.com/posts
  • Mar 23

    Contesting Wills and Estates: What Elements are Needed for Legitimacy?

    Contesting Wills and Estates: What Elements are Needed for Legitimacy?
    In a recent issue of Maclean’s Magazine, the story of David Bull was shared to millions of readers throughout the country. In essence, Mr. Bull was left out of his father’s will and decided to contest the validity of the document…
  • Mar 20

    Personal Injury Lawyers Recommend Recording Details of Accident Scene

    Personal Injury Lawyers Recommend Recording Details of Accident Scene
    As reported in Global News, a man from Vancouver Island crashed his car into a power pole at 60kmph in the wee hours of the morning last January 11. Andrew MacDonald was trapped in his car until firefighters arrived at the scene. Despite his…
  • Mar 18

    Victoria, BC Lawyers Lead Distracted Driving Program for Young Driver

    Victoria, BC Lawyers Lead Distracted Driving Program for Young Driver
    Due to the growing number of young drivers involved in car accidents as a result of distracted driving, the Trial Lawyers Association of British Columbia is taking the initiative to launch a program addressing this concern. Victoria, BC…
Rank this Week: 4082

Tennessee Wills and Estates

Tennessee Wills and Estates

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

http://www.tennesseewillsandestates.com
Rank this Week: 4836

California Estate Lawyer Blog

California Estate Lawyer Blog

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

http://www.californiaestatelawyerblog.com/
Rank this Week: 4502

Tennessee Estate Law Blog

Tennessee Estate Law Blog

Covers estate planing law. By The Higgins Firm.

http://www.tennesseeestatelawblog.com/
  • Mar 3

    Basics about Tennessee Probate

    Basics about Tennessee Probate
    Recently, I appeared on Nashville’s News Channel 5 Talk of the Town Extra to talk about the basics of probate in Tennessee. If you have recently experienced the loss of a loved one, you know how hard things can be during such a trying…
  • Jan 19

    Estate Planning New Year’s Resolution

    Estate Planning New Year’s Resolution
    Having entered the New Year you may have created a list of resolutions that you hope to accomplish sometime during 2015. Some may be looking to exercise more, eat healthier, or even save some more money. Although it may not be one of the…
  • Dec 23

    Tennessee Probate Inheritance Taxe

    Tennessee Probate Inheritance Taxe
    While it seems as though you can be taxed for almost anything these days, there is good news for those who may be worried about potential inheritance taxes in Tennessee. Many states have made a push to eliminate inheritance taxes in an effort…
Rank this Week: 3907

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/
  • Feb 22

    Forbes.com Article Highlights Family Feuds in the Probate Proce

    Forbes.com Article Highlights Family Feuds in the Probate Proce
    While I work with my clients to eliminate many of these challenges during the estate planning process, I saw the issues highlighted by this forbes.com article on probate and family feuds pop up all too often in my time as a probate judge,…
  • Feb 4

    Why a will is not enough (or why your estate plan should include a revocable trust)

    Why a will is not enough (or why your estate plan should include a revocable trust)
    Your will is a legally binding statement directing who will receive your property upon your death. It also appoints a legal representative, often called an “executor” or “personal representative,” to carry out your…
  • Feb 2

    Medicaid's Rules on Giving Away Your Assets and Qualifying for Nursing Home Long Term Care

    Medicaid's Rules on Giving Away Your Assets and Qualifying for Nursing Home Long Term Care
    In order to be eligible for Medicaid, you cannot have recently transferred assets. Congress does not want you to find out you need nursing home care on Monday, give all your money to your children (or anyone else) on Tuesday, and qualify for…
Rank this Week: 5023

Estate Planning Attorney Blog

Estate Planning Attorney Blog

Covers probate, estate planning, business formation and business law. By Deemer Law Group, P.C.

http://www.estateplanningattorney-blog.com/
  • Feb 7

    Where should I incorporate? (Part 2)

    Where should I incorporate? (Part 2)
    In Part 1, we discussed the non-legal issues that can influence where to incorporate, such as financial, convenience of where they are doing business, and continuing operations.  Now we will discuss some of the legal considerations for…
  • Jan 28

    Where should I incorporate? (Part 1)

    Where should I incorporate? (Part 1)
    Where should I incorporate? This is a question that I am often asked, and although we can explore the legal issues as to where you should incorporate, there are non-legal issues to consider as well.  People often hear advertising…
  • Jan 22

    Do I need to update my estate plan if I am moving?

    Do I need to update my estate plan if I am moving?
    There are many things that can cause someone to move, and depending to the reasons, the method, or other decisions, it may be appropriate to update a trust or a will.  Some of the reasons for moving, may be a reason to review, for…
Rank this Week: 4113

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
  • Feb 7

    Brief Thoughts On Claims Of Undue Influence

    Brief Thoughts On Claims Of Undue Influence
    As stated in my previous post regarding the capacity of a testator to execute a will or trust, the two concepts are closely related.  For example, incapacity relates to invalidation of a will, trust, deed, etc. because of the…
  • Feb 5

    Brief Thoughts On Claims Of Undue Influence

    Brief Thoughts On Claims Of Undue Influence
    As stated in my previous post regarding the capacity of a testator to execute a will or trust, the two concepts are closely related.  For example, incapacity relates to invalidation of a will, trust, deed, etc. because of the…
  • Aug 9

    Brief Thoughts On Claims Of Incapacity

    Brief Thoughts On Claims Of Incapacity
                People often question whether a deceased person was mentally capable of executing or changing a will or trust.  Perhaps the person was suffering from dementia at the time.  The legal…
Rank this Week: 4635

Law Offices of Saul Kobrick, P.C.…

Law Offices of Saul Kobrick, P.C. Blog

Covers New York estate planning and elder law.

http://www.kobricklaw.com/blog/
  • Feb 5

    What Are the Disadvantages to a Medicaid Trust?

    What Are the Disadvantages to a Medicaid Trust?
    If you are wise, you will likely include Medicaid planning within your overall estate plan early on in life. Medicaid planning ensure that your assets are protected later in life and that you will qualify for Medicaid benefits should you need…
  • Feb 3

    Do You Need a Business Succession Plan?

    Do You Need a Business Succession Plan?
    When it comes time to create your comprehensive estate plan you will need to decide which components to add to your plan above and beyond the basics. If you are the owner of a small business or family enterprise, incorporating a business…
  • Sep 22

    Trusts Basics in New York: What You Need to Know

    Trusts Basics in New York: What You Need to Know
    Trusts Basics in New York: What You Need To Know from Saul Kobrick An important factor in the success or failure of a trust is the trustee. Learn more about Trusts Basics in New York  in this presentation.
Rank this Week: 3921

Massachusetts Prenuptial…

Massachusetts Prenuptial Agreements

By Gabriel Cheong.

http://www.massachusetts-prenuptial-agreements.com/
  • Feb 1

    Prenup Struck Down by “Second Look” Test

    Prenup Struck Down by “Second Look” Test
    Prenuptial Agreements are a very special type of contract between two people.  Unlike other contracts which are valid if there is a “meeting of the minds” at the time of the execution of the contract, prenups afford the…
  • Sep 26

    Alimony and Prenuptial Agreement

    Alimony and Prenuptial Agreement
    One of the most typical reasons that couples want to get a prenup done before marriage has to do with everyone’s fear of Alimony.  Alimony is money that one spouse pays to another spouse during or after a divorce to maintain the…
  • May 17

    Why do we both need attorneys when drafting a prenuptial agreement? (Part III)

    Why do we both need attorneys when drafting a prenuptial agreement? (Part III)
    Previously, I had discussed why both person must have his or her own attorney when signing a prenuptial agreement, as well as what the job of a drafting attorney is.  Now, I will discuss what exactly the reviewing attorney does. …
Rank this Week: 4145

Fisher Law Blog

Fisher Law Blog

Covers estate planning and business succession. By Randall Fisher.

http://thefisherlawoffice.wordpress.com
  • Jan 28

    We are moving ………..

    We are moving ………..
    Just a quick note– To let you know we are moving. We needed a little more room, so at the end of this week, we are moving to a larger office nearby, on Bestgate Road, on the other side of … Continue reading →
  • Nov 21

    West County Chamber: Working for You

    West County Chamber: Working for You
    I have made no secret that I am a member of the West Anne Arundel County Chamber of Commerce. If you look on Facebook, you’ll see me photo-bombing good friends Lisa Ennis and Dave Wheeler at our recent new member … Continue…
  • Nov 21

    West County Chamber: Working for You

    West County Chamber: Working for You
    I have made no secret that I am a member of the West Anne Arundel County Chamber of Commerce. If you look on Facebook, you’ll see me photo-bombing good friends Lisa Ennis and Dave Wheeler at our recent new member … Continue…
Rank this Week: 4610

The Estate Planning and Wealth…

The Estate Planning and Wealth Preservation Blog for Trusted Advisors

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

http://estateplanning.foxrothschild.com/
  • Jan 27

    Portability and Tenancy by the Entireties Combine for Asset Protection without Sacrificing Estate Tax Planning

    Portability and Tenancy by the Entireties Combine for Asset Protection without Sacrificing Estate Tax Planning
    Before portability became part of our estate planning vocabulary, planners seeking asset protection from tenancy by the entirety (TBE) property ownership and federal estate tax minimization usually needed to choose between the…
  • Jan 6

    Important Update to the 2014 Israeli Trust Income Tax Law

    Important Update to the 2014 Israeli Trust Income Tax Law
    Those affected by the new Israeli income tax law, which became effective on January 1, 2014 and subjected many previously tax-exempt trusts to significant Israeli income tax liability (See our previous blog post), now have until June 30, 2015…
  • Nov 24

    Recent Changes to Pennsylvania’s Power of Attorney Law May Impact You

    Recent Changes to Pennsylvania’s Power of Attorney Law May Impact You
    Pennsylvania has passed new legislation, known as Act 95 of 2014 (the “Act”), which has made significant changes to Pennsylvania’s Power of Attorney statute.  Most of the provisions take effect January 1, 2015, but…
Rank this Week: 3975

The Helpful Lawyer

The Helpful Lawyer

A Texas sole practioner's blog on issues that face my clients.

http://www.jackrobinson.com/blog/
  • Jan 20

    Assault and family violence arrests in Texas are serious charge

    Assault and family violence arrests in Texas are serious charge
    Assault and family violence arrests in Texas are serious charges Assault and family violence arrests in Texas are serious charges. Many Texans don’t realize that calling the police in the heat of a domestic dispute will probably result…
  • Oct 13

    Learn How To Effectively Co-Parent – Part 3

    Learn How To Effectively Co-Parent – Part 3
    Learn How To Effectively Co-Parent It is important to learn how to effectively co-parent because it will prevent children from being “Caught In The Middle” when parents get divorced. Research suggests both difficult and promising…
  • Oct 8

    Learn How To Effectively Co-Parent – Part 2

    Learn How To Effectively Co-Parent – Part 2
    Learn How To Effectively Co-Parent It is important to learn how to effectively co-parent because it will prevent children from being “Caught In The Middle” when parents get divorced. Research suggests both difficult and promising…
Rank this Week: 3962

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/
  • Jan 20

    Four Reasons to Own Life Insurance

    Four Reasons to Own Life Insurance
      Let’s face it: most people are averse to life insurance. For permanent policies, the premiums are high, and the payouts typically don’t happen until you die. Couple that with the fact that many life insurance agents are…
  • Jan 6

    How Wealthy People Avoid Estate Taxe

    How Wealthy People Avoid Estate Taxe
    The Basics The estate and gift tax is a tax on the transfer of wealth from one generation to the next. The tax is levied when a transfer occurs, which by lifetime gift, or upon death. The estate and gift tax rates start low. The Massachusetts…
  • Dec 26

    Your New Year’s Resolution Starts with a Phone Call (or email).

    Your New Year’s Resolution Starts with a Phone Call (or email).
    The holiday season is a time of great religious and economic significance. And even in our busy lives, it is a time for reflection. For many of us, the fruits of our reflection are our annual resolutions: to become healthier, to spend more…
Rank this Week: 4788

Minko Law Office Blog

Minko Law Office Blog

Covers estate planning and elder law.

http://www.minkolaw.com/blog/
  • Jan 18

    Free Report: Estate Planning For Seniors in New York – Part1

    Free Report: Estate Planning For Seniors in New York – Part1
    What makes estate planning for seniors so important, however, is the very real possibility that you or your family might have to utilize the tools in your plan sooner rather than later. Topics covered in this whitepaper include: Estate…
  • Jan 17

    Estate Planning for Seniors in New York: Frequently Asked Question

    Estate Planning for Seniors in New York: Frequently Asked Question
    Estate Planning for Seniors in New York: Frequently Asked Questions from Anthony Minko Your estate is a collection of property you leave behind after you die, or after you lose the ability to make decisions. Estate plans, therefore, are tools…
  • Nov 19

    Essential Estate Planning Knowledge – Basic Estate Plan

    Essential Estate Planning Knowledge – Basic Estate Plan
    In this week’s entry in our ongoing series on essential estate planning knowledge, we are going to focus on what basic estate plans in New York look like. We previously discussed the important elements of what goes into crafting an…
Rank this Week: 3814

Estate Planning & Probate 411

Estate Planning & Probate 411

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

http://indianwellsestateplanningattorney.com/
  • Jan 15

    Remember: Update Insurance Policies When You Put Property In Your Trust

    Remember: Update Insurance Policies When You Put Property In Your Trust
    Keep Your Real Estate Titled to Your Trust. Good planning includes having a Trust and keeping your major assets titled to yourselves as Trustees of the Trust.  (This does not apply to retirement account assets.)  Failing to maintain…
  • Apr 10

    Dangers of Do It Yourself Wills and Trust

    Dangers of Do It Yourself Wills and Trust
    In a previous post, I discussed An Example of What Can Go Wrong When You Make Your Own Will, as well as an article, Consumer Reports: Write Your Own Will? We tested 3 software products that claim to help you … Continue reading →
  • Jan 20

    An Example of What Can Go Wrong When You Make Your Own Will.

    An Example of What Can Go Wrong When You Make Your Own Will.
    Do-it-yourself Wills: a sad story of planning gone wrong.  Here is a case study by Janet L. Brewer, detailing some of the bad things that can happen when you make your own Will. Read about John, widow and father, faced … Continue…
Rank this Week: 3876

King Law Offices Blog

King Law Offices Blog

Discusses traffic matters, family law, criminal law, wills and estate planning and personal injury law as it relates to North Carolina and South Carolina.

http://kinglawoffices.com/blog/
  • Jan 15

    Small Business Seminar for Rutherford County Chamber of Commerce Member

    Small Business Seminar for Rutherford County Chamber of Commerce Member
    As a business owner or a person wanting to start a business; you may face a lot of legal red tape questions that left unanswered can adversely affect your business. Brian King will be conducting a Business Talk seminar exploring the following…
  • Nov 4

    Our Shelby Office Has Moved!

    Our Shelby Office Has Moved!
    King Law Offices, known locally as King, Crotts, Duncan & Jaynes, has moved it’s Shelby office from 221 South Lafayette Street,  #4,  to 131 West Marion Street., directly across from the upcoming Farmer’s Market.…
  • Oct 14

    Brian King Teaching Small Biz Law Basic

    Brian King Teaching Small Biz Law Basic
    King, Crotts, Duncan & Jaynes would like to thank Bobbie Young and the team at REAL in Marion for providing an opportunity for Brian W. King to teach the fundamental business law practices for new businesses here in McDowell County and…
Rank this Week: 3893

North Carolina Trusts and Estates…

North Carolina Trusts and Estates Litigation

A discussion of trusts and estates litigation in North Carolina. By Evan Lohr.

https://ncestatelitigation.wordpress.com/
  • Jan 5

    An Interview With North Carolina’s Senior Administrative Law Judge

    An Interview With North Carolina’s Senior Administrative Law Judge
    Following is an interview I conducted recently with North Carolina’s Senior Administrative Law Judge, Fred G. Morrison, Jr., for the Administrative Lawyer newsletter: A Year of Recognition For more than five decades, Fred Gilbert…
  • Jan 5

    A Recent Interview With North Carolina’s Senior Administrative Law Judge

    A Recent Interview With North Carolina’s Senior Administrative Law Judge
    Following is an interview I conducted recently with North Carolina’s Senior Administrative Law Judge Fred G. Morrison, Jr. for the Administrative Lawyer newsletter: A Year of Recognition For more than five decades, Fred Gilbert…
  • Dec 1

    Pitfalls to Avoid in Estate Planning

    Pitfalls to Avoid in Estate Planning
    Several online web sites provide forms for people to create their own wills for a fee less than that of hiring a typical attorney.  Earlier this year, a member of the Florida Supreme Court called that approach “penny-wise and…
Rank this Week: 4044

North Carolina Trusts and Estates…

North Carolina Trusts and Estates Litigation

Covers will, trust, and estate disputes in North Carolina. By Evan Lohr.

https://ncestatelitigation.wordpress.com/
  • Jan 5

    An Interview With North Carolina’s Senior Administrative Law Judge

    An Interview With North Carolina’s Senior Administrative Law Judge
    Following is an interview I conducted recently with North Carolina’s Senior Administrative Law Judge, Fred G. Morrison, Jr., for the Administrative Lawyer newsletter: A Year of Recognition For more than five decades, Fred Gilbert…
  • Dec 1

    Pitfalls to Avoid in Estate Planning

    Pitfalls to Avoid in Estate Planning
    Several online web sites provide forms for people to create their own wills for a fee less than that of hiring a typical attorney.  Earlier this year, a member of the Florida Supreme Court called that approach “penny-wise and…
  • Nov 17

    Undue Influence as a Ground for Will Contests in North Carolina

    Undue Influence as a Ground for Will Contests in North Carolina
    A will caveat is a challenge to the validity of a will that has been submitted for probate. The purpose of a caveat is to determine whether the writing purporting to be a will is in fact the will  of … Continue reading →
Rank this Week: 4042

Orange County Estate Planning…

Orange County Estate Planning Lawyer Blog

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

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

    Estate Planning Where Lack of Mental Capacity

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

    Guardianships For Children

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

    Probate Counting of Pre-Death Transfer

    Probate Counting of Pre-Death Transfer
    In many family situations money is passed from parents to children with no documentation and with only verbal understandings. To prevent discord or even litigation among heirs, it would be better to document if any Pre-Death Transfers of…
Rank this Week: 4074

Shober & Rock Blog

Shober & Rock Blog

Covers elder law in Pennsylvania.

http://shober-rock.com/the-blog/
  • Dec 19

    Tax Increase Prevention Act of 2014 – Individual

    Tax Increase Prevention Act of 2014 – Individual
    Congress has extended many popular tax provisions that significantly impact individuals and businesses. Late on December 16, 2014, the Senate, following earlier action in the House of Representatives, voted 76 to 16 to pass an identical…
  • Dec 19

    Elder Law Attorneys Specialize in Helping the Elderly

    Elder Law Attorneys Specialize in Helping the Elderly
    Many elderly persons rely entirely on their children, family members or other individuals to help them. This dependence upon caregivers or family members makes an older person more vulnerable to abuse and financial exploitation. Legal…
  • Nov 16

    IRS Cost of Living Limitations for 2015

    IRS Cost of Living Limitations for 2015
    IRS Cost of Living 2015 IRS Cost-of-Living Limitations 2014 2015 Deferral Limit for 401(k), 403(b), Salary Reduction SEPs $17,500.00 $18,000.00 SIMPLE Plan Deferral Limit $12,000.00 $12,500.00 Catch-up Limit 401(k), 403(b) (Ages 50+)…
Rank this Week: 3798

Florida Elder Law and Estate Blog

Florida Elder Law and Estate Blog

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

http://www.eldercarelawjacksonville.com/
Rank this Week: 4636

Pennsylvania Fiduciary Litigation

Pennsylvania Fiduciary Litigation

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

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

    Wells Fargo Terminated as Trustee

    Wells Fargo Terminated as Trustee
    Thank you Gary Beyer for your post entitled "Wells Fargo Terminated as Trustee." Beyer writes: "On Thursday, a Circuit Judge in Wisconsin terminated Wells Fargo Bank as trustee of the Chester Bible scholarship trust, furnishing control to…
  • Jul 16

    New Rule of Civil Procedure - Discovery of Expert Testimony

    New Rule of Civil Procedure - Discovery of Expert Testimony
    On July 10, 2014 the Supreme Court of Pennsylvania ordered the adoption of new Rule 4003.5 of the Pennsylvania Rules of Civil Procedure. The rule has been modified and the following clause (4) is added: (4) A party may not discover the…
  • Mar 31

    Enforcement of Arbitration Clauses in Trust

    Enforcement of Arbitration Clauses in Trust
    Ever since George Washington included arbitration provisions in his will, this idea has kicked around.  Washington's will contained this language: "That all disputes (if unhappily they should arise) shall be decided by three impartial…
Rank this Week: 4418

The Edwards Law Firm Blog

The Edwards Law Firm Blog

Covers Florida estate planning.

http://www.edwardslawfirm.com/blog/
  • Jun 27

    Covering the Transfer of Assets for Medicaid

    Covering the Transfer of Assets for Medicaid
    One of the most confusing aspects of eldercare law is qualifying for Medicaid coverage. The laws change often and each state has its own guidelines. Make the wrong decision, and you could pay high penalties. The five year look back period is…
  • Jun 25

    The Line Between Medical Privacy and Legal Disclosure

    The Line Between Medical Privacy and Legal Disclosure
    In recent years, we’ve seen a big push towards better consumer protections. Whether it’s the rigid HIPAA law or parts of the ACA that allows patients/consumers to request their doctors to not report diagnoses to insurance…
  • Jun 13

    The Tampa Bay Franchise Without Malcolm Glazer

    The Tampa Bay Franchise Without Malcolm Glazer
    While many of us were following the Donald Sterling brouhaha and waiting to see what, if anything, the NBA will be able to legally force him to do, the Glazer family patriarch passed away. For those who don’t know, the Glazer family has…
Rank this Week: 3901

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
  • Jun 6

    CAN MY FLORIDA IRREVOCABLE TRUST BE TERMINATED

    CAN MY FLORIDA IRREVOCABLE TRUST BE TERMINATED
    In February 2014, the Florida Second District Court of Appeal in the case of Peck v. Peck (Case no. 2D13-113. Fla. 2d DCA Feb. 26, 2014) affirmed a trial court ruling that, if the settlor and all beneficiaries of an irrevocable trust…
  • Jun 5

    IOWA COURT UPHOLDS FLORIDA POSTNUP AGREEMENT

    IOWA COURT UPHOLDS FLORIDA POSTNUP AGREEMENT
    The Iowa Supreme Court has ruled that a Florida postnuptial agreement, executed two decades earlier when the couple were living in Florida, waiving rights to each other's property was valid.  The court ruled that the surviving…
  • Jun 5

    ARE CUSTODIAL ACCOUNTS THE BEST SAVINGS OPTION FOR A CHILD

    ARE CUSTODIAL ACCOUNTS THE BEST SAVINGS OPTION FOR A CHILD
    Family members (parents, grand-parents and relatives) are constantly looking for the best way to gift and save money for their relatives (usually children).  One commonly used option is a "custodial account" (established…
Rank this Week: 4846

Davidov Law Group

Davidov Law Group

Covers new York elder law and estate planning.

http://www.davidovlaw.com/blog/
  • May 29

    What Is the Difference Between a Guardianship and a Power of Attorney?

    What Is the Difference Between a Guardianship and a Power of Attorney?
    A comprehensive estate plan will include an incapacity planning component. A significant percentage of senior citizens become incapacitated to one extent or another. While there are other causes of incapacity, around 45 percent of those who…
  • May 28

    Do I Control Assets Placed Into a Revocable Living Trust?

    Do I Control Assets Placed Into a Revocable Living Trust?
    It is important to understand all of your options when you are planning your estate. You may automatically assume that you should use a last will. While you can certainly go this route, you may also want to consider the creation of a…
  • May 27

    What Is the Five-Year Medicaid Look-Back?

    What Is the Five-Year Medicaid Look-Back?
    As you get older, you may begin to think long and hard about the eventualities of aging. When you look at the statistics, you will find that most American senior citizens will need help with their day-to-day needs eventually. Long-term care…
Rank this Week: 4227

Trust Matters Most

Trust Matters Most

Covers family law, divorce, bankruptcy, and specific Pennsylvania law changes. By Reese, Samley, Wagenseller, Mecum & Longer, P.C.

http://www.trustmattersmost.com/blog
  • May 15

    Why Schedule A Consultation?

    Why Schedule A Consultation?
    Many initial calls by potential clients to attorneys’ offices result with a question “do I have a case or not”.  While it may seem like a very basic question, a majority of wisdom and advice you may receive from an…
  • May 15

    Divorce in Pennsylvania

    Divorce in Pennsylvania
    There are a myriad of considerations when it comes to the divorce process.  Depending upon the circumstances of your situation, the process can range from relatively simple and inexpensive to very complex and unfortunately, very…
  • Mar 21

    Why Does Divorce Skyrocket from January to March?

    Why Does Divorce Skyrocket from January to March?
    All over the U.S., lawyers are talking about the increased number of divorce cases they see in January. While December is usually the year’s low, January numbers shoot up and remain that way through March. What’s behind this…
Rank this Week: 4267

Edwards Elder Law, P.A. Blog

Edwards Elder Law, P.A. Blog

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

http://www.edwardselderlaw.com/blog/
  • May 12

    An Assisted Living Community Is Not The Same Thing As A Nursing Home

    An Assisted Living Community Is Not The Same Thing As A Nursing Home
    Many of my clients are unfamiliar with the concept of assisted living communities.  In their minds the choices if they can no longer live independently at home are to move in with one of their adult children or to be … Continue…
  • Apr 28

    The Cottage Is Another Option For Aging in Place

    The Cottage Is Another Option For Aging in Place
    Many times when it becomes apparent that mom or dad can’t safely live along any longer, the first reaction is for the family to consider having mom or dad move in with an adult child.  This is a supportive and … Continue…
  • Apr 14

    Technology Is Becoming A Crucial Resource For Aging In Place

    Technology Is Becoming A Crucial Resource For Aging In Place
    As more and more of us express a desire to remain in our homes as we age, technology is responding with a variety of new ways to keep us safe. For instance, sensors can be placed on appliances such as … Continue reading →
Rank this Week: 4707

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 10

    Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 2

    Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 2
    Although, joint tenancy will avoid probate, holding property as joint tenants may also have adverse and unexpected consequences. First, a little primer on basis to understand what is meant when we speak about your basis in property.…
  • Apr 19

    Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 1

    Using Joint Tenancy with Real Property as a Probate Avoidance Device, Part 1
    Many couples in California, married or not, hold title of their real property as joint tenants. I find this is mainly the result of not consulting a legal professional when purchasing the property. The property sales paperwork they receive…
  • Apr 7

    Are you Expecting an Inheritance? Are You Depending on an Inheritance?

    Are you Expecting an Inheritance? Are You Depending on an Inheritance?
    I was out to dinner the other night and overheard a brother and sister discussing their father and his new young bride and her pregnancy. The conversation started in muted whispers however, it didn't take long until their voices got...
Rank this Week: 4536

Allegedly A Blog of Michigan law…

Allegedly A Blog of Michigan law and other legal miscellany

Covers, employment law, estate planning and Michigan legal news.

http://www.tdafoe.com/
Rank this Week: 4317

Probate Thoughts From The…

Probate Thoughts From The Villages, Florida

Covers wills, probate, asset protection, and real estate. By Ronald Jones.

http://flawyer.us/ProbateThoughts/
  • Feb 10

    Florida does not recognize “No Contest” clauses in wills.

    Florida does not recognize “No Contest” clauses in wills.
    Florida does not recognize “No Contest” clauses in wills. Sometimes people want to put in a “no contest” or “in terrorem” clause in a Florida will. A no contest clause says that if someone who is a…
  • Jan 13

    Planning for a second (or later) marriage

    Planning for a second (or later) marriage
    Very frequently, retirees moving to Florida are either single, or at some point, wind up single, whether through divorce or widowhood. And then they meet someone new. And sometimes the other person is formerly married as well; having been…
  • Jan 9

    Selling the Collection

    Selling the Collection
    A recurring situation in probate is where the parent had some sort of “collection” and the children want to sell the items. A lot of times, the parent would talk about the collection and raise the children’s expectation of…
Rank this Week: 4786