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Utah Estate Planning

Covers estate planning, probate, trusts and wills in Utah. By Jason C. Hunter.

http://www.utahestateplanning.typepad.com/

Jun 19
Managing Finances for Your Parent

Managing Finances for Your Parent

Even when everyone is on the same page, a family is in touchy territory when adult children must begin to manage their elderly parents' finances … But the shift can be less stressful if everyone takes it slow, seeks advice and remembers…
Jun 18
Warning – Your Ex-Spouse May Inherit Your Life Insurance!

Warning – Your Ex-Spouse May Inherit Your Life Insurance!

When Warren Hillman died in 2008 at the age of 66, his assets included a life insurance policy worth $124,558.03. For the past five years his ex-wife and his widow have been fighting over that money. [On June 3, 2013] the U.S. Supreme Court…
Jun 17
Planning for Your Digital Asset

Planning for Your Digital Asset

BOB GINSBERG, a retired production manager for an educational publisher, is worried that he does not know any of the logins and passwords for online accounts belonging to his partner or brother and they do not know his. At 72, he said his…

Rank this Week: 106

Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Texas Tech University School of Law Professor Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/

Jun 19
The Role of Family Gatherings In Successful Estate Planning

The Role of Family Gatherings In Successful Estate Planning

Many estate-planning advisors are claiming that family gatherings are a best practice to serve a family’s estate planning goals. This is especially true if the client’s goal is to sustain familial wealth over generations. Family…
Jun 19
Potential Problems With Joint Tenancy

Potential Problems With Joint Tenancy

Often times people decide to add other names to the title of the property they own. Once the names are added to the title the named individuals are considered co-owners of the property. Legally this is called joint tenancy. However,...
Jun 19
ATRA Tax Implication

ATRA Tax Implication

Recently, Congress passed the American Tax Relief Act of 2012, or “ATRA”. The Act affects only already existing provisions, but has many new tax implications. Some of the provisions included in the act will positively affect estate…

Rank this Week: 9

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/

Jun 19
Kenneth Vercammen’s Annual Summer Blast Happy Hour Friday, July 19, 2013 5:00PM - 7:00PM

Kenneth Vercammen’s Annual Summer Blast Happy Hour Friday, July 19, 2013 5:00PM - 7:00PM

Kenneth Vercammen’s Annual Summer Blast Happy Hour Friday, July 19, 2013 5:00PM - 7:00PM at Bar Anticipation 703 16th AvenueLake Como/ Belmar, NJ 07719 Free…
Mar 27
Nuts & Bolts of Elder Law & Estate Administration Seminar Wed, May 6, 2013

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

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

2013 update Wills and Estate Planning Seminar material

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

Rank this Week: 2473

All About Estates

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

http://www.allaboutestates.ca/

Jun 19
Review your estate plan regularly

Review your estate plan regularly

Why it is important to review your estate plan.
Jun 18
Deleb

Deleb

If you are a celbrity or think you have a chance at becoming famous, then you should think about creating a holographic image of yourself now, while you still have full artistic control.
Jun 17
To Plead or not to Plead: Pleadings vs. Orders for Direction

To Plead or not to Plead: Pleadings vs. Orders for Direction

The vast majority of will and power of attorney challenges proceed, at least initially, by way of application. However, formal pleadings can be a powerful tool and may, in fact, be required by the Rules of Civil Procedure. As such,…

Rank this Week: 428

JOTWELL - The Journal of Things We…

JOTWELL - The Journal of Things We Like (Lots)

Edited by University of Miami School of Law Professor Michael Froomkin, The Journal of Things We Like (Lots)–JOTWELL–invites law professors to join us in filling a telling gap in legal scholarship by creating a space where legal academics will go to identify, celebrate, and discuss the best new legal scholarship.

http://jotwell.com/

Jun 19
Regulating Financial Innovation

Regulating Financial Innovation

Niamh Moloney, The Legacy Effects of the Financial Crisis on Regulatory Design in the EU, in Eilís Ferran, Niamh Moloney, Jennifer G. Hill & John C. Coffee, Jr., The Regulatory Aftermath of the Global Financial Crisis…
Jun 18
State Boundaries and Constitutional Limit

State Boundaries and Constitutional Limit

Clyde S. Spillenger, Risk Regulation, Extraterritoriality, and the Constitutionalization of Choice of Law, 1865-1940, UCLA School of Law Research Paper No. 12-01 (February 15, 2012), available at SSRN.William BaudeMost…
Jun 17
Public Agencies Going Private

Public Agencies Going Private

Jon D. Michaels, Privatization’s Progeny, 101 Georgetown Law Journal (forthcoming 2013), available at SSRN.Anne O'ConnellAdministrative law loves binaries. There are executive agencies and independent regulatory commissions. There…

Rank this Week: 89

Scott Law Group

Covers bankruptcy, probate estates, and general litigation.

http://scottlawgroup.com/

Jun 19
Arizona Voter Case May Seriously Impact Tennessee Election

Arizona Voter Case May Seriously Impact Tennessee Election

The US Supreme Court decision on the Arizona voter case may impact Tennessee election authority by prohibiting enforcement of the requirement to be a US citizen before voting in Tennessee. On June 17, 2013 the US Supreme Court decided the…
May 25
Freedom is Not Free | Thanks to Those Who Serve

Freedom is Not Free | Thanks to Those Who Serve

Freedom is not free! Memorial day is just around the corner. Take 5 minutes to watch this video. Watch at the 2:40 mark for this, "No one desires peace more that the warriors and their families, for they know the true cost of war." Be…
May 11
New Mental Health Courts Funded. Will Sevier County Have One?

New Mental Health Courts Funded. Will Sevier County Have One?

The Tennessee legislature recently approved is new budget. The legislature set aside $1.56 Million to establish 9 courts designed to combat mental health and substance abuse in Tennessee. The question is still out as to whether Sevier…

Rank this Week: 1638

North Carolina Estate Planning…

North Carolina Estate Planning Blog

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

http://www.ncestateplanningblog.com/

Jun 18
Estate Planning Steps Before 40

Estate Planning Steps Before 40

According to the North Carolina Office of State and Budget Management, as of 2012 there are over 3.5 million people in North Carolina between the ages of 18-44. In 20 years, approximately half will be close to retirement…
Jun 17
Tax Concerns When Modifying Trust

Tax Concerns When Modifying Trust

In May 2013, the Internal Revenue Service issued a Private Letter Ruling addressing tax concerns resulting from a trust modification agreement. PLRs are issued when a taxpayer directly requests guidance from the IRS on a specific matter. A…
Jun 11
Estate Planning for Unmarried Couples in North Carolina

Estate Planning for Unmarried Couples in North Carolina

There are thousands of couples living together in North Carolina who are not married. Relationships may be just a year old or spanning a few decades. How can unmarried couples protect their rights in the event their partner becomes…

Rank this Week: 671

Florida Probate Lawyer Blog

Covers estate, guardianship, probate and trust litigation. By Law Offices of Adrian Philip Thomas.

http://www.florida-probate-lawyer.com/probate

Jun 18
What is a Spendthrift Trust?

What is a Spendthrift Trust?

A valid spendthrift provision prevents a beneficiary from transferring his or her interest in the trust as well as prevents creditors or assignees of the beneficiary from reaching any of he trust funds until they are dispersed to the…
Jun 4
Judicial Modification of Trust

Judicial Modification of Trust

Trusts are created for a variety of reasons. Whether it is for tax and creditor protection or because the beneficiary is still a minor, there may be myriad reasons for their preparation. Nevertheless, the initial purpose…
May 16
Lost or Destroyed Will

Lost or Destroyed Will

What happens when the Decedent’s original Last Will & Testament cannot be found? It is well-settled under Florida law that when an original will that is known to have existed cannot be located after the death of the decedent, the…

Rank this Week: 2330

San Diego Estate Planning Lawyer…

San Diego Estate Planning Lawyer Blog

Covers estate planning topics such as conservatorship, guardianship, health care and advanced directive, living trusts, and probate. By Law Office of Scott D. Soady, A Professional Corporation

http://www.sandiegoestateplanninglawyerblog.com/

Jun 17
Should a Family Member Draft My Will?

Should a Family Member Draft My Will?

When it comes to drafting your last will and testament or other California estate planning documents, it’s important you work with an attorney who is not only knowledgeable and experienced, but also someone who is impartial and not…
Jun 14
Making Sure Your Power of Attorney Is Valid

Making Sure Your Power of Attorney Is Valid

A power of attorney is an important estate planning tool that authorizes another person to make decisions for you should you become incapable of making them yourself. A health care power of attorney is a document that specifically applies to…
Jun 12
Avoiding Ambiguity in an Irrevocable Educational Trust

Avoiding Ambiguity in an Irrevocable Educational Trust

Trusts are a common estate planning device used to shield assets from the probate process. Trusts also enable an individual (or married couple) to provide for the maintenance, education and health of family members by utilizing specific…

Rank this Week: 449

Texas Wills and Trusts Law Online

Covers issues relating to wills, trusts, estate planning, and probate in Texas. By Rania Combs.

http://www.texaswillsandtrustslaw.com

Jun 17
Wacky Wednesday: Wills That Make You Go “Hmmm…” – Solomon Sanborn

Wacky Wednesday: Wills That Make You Go “Hmmm…” – Solomon Sanborn

NB: This post is part of a series highlighting wills that contain some interesting, and sometimes bizarre, bequests and stipulations. You can see all these posts here. Solomon Sanborn of Medford, Massachusetts was a patriot, and was…
Jun 5
Talking With Your Parents About Their Financial Affair

Talking With Your Parents About Their Financial Affair

Many elderly parents are uncomfortable sharing their finances with their children. An article I read recently suggested several reasons they may be wary. Some parents worry that their kids will lose motivation to work if they thought they…
May 29
Will The State Get All My Assets If I Die Without A Will?

Will The State Get All My Assets If I Die Without A Will?

The law gives you the freedom to decide how and to whom your assets are distributed when you die by making a Will. If you die without a Will, your assets will be distributed to your heirs according to a statutory formula. You can learn more…

Rank this Week: 1304

California Probate and Estate…

California Probate and Estate Planning Blog

Covers California probate and estate planning including law changes, legal strategies, and detailed descriptions of the options available. By Meissner, Joseph & Palley, Inc.

http://www.californiaprobate.info/blog

Jun 17
Lack of trust funding and the small probate estate

Lack of trust funding and the small probate estate

INTRODUCTION It seems a day does not go by without speaking to a potential new client regarding their parent’s trust not being properly funded. There are different reasons this happened but the end result is they need to hire an…
Jun 9
Law Firm with actual PROBATE COURT EXPERIENCE

Law Firm with actual PROBATE COURT EXPERIENCE

EXPERTS AND SPECIALISTS Every “probate lawyer” you talk to says they are a probate “expert” or a probate “specialist.” Of course few really are. When I say that I mean it because 1) I was a…
Jun 4
The Probate Real Estate Auction

The Probate Real Estate Auction

OBJECTING TO A NOTICE OF PROPOSED ACTION In a recent blog post I explained what happens in the probate real estate process. That post focused on how to respond to a notice of proposed action. Now, let’s take it a … Continue…

Rank this Week: 1059

New York Probate & Estate…

New York Probate & Estate Litigation Blog

Covers probate news, procedures and resources. By Philip M. Bernstein.

http://www.nyprobatelitigation.com/

Jun 16
How To Avoid An Estate Fight

How To Avoid An Estate Fight

When asked for advice as to how to avoid the destructive kind of litigation which characterizes a contested estate, many lawyers will probably opt for a well-constructed in terrorem clause --a legal poison pill which threatens a…
Jun 5
Hugette Clark Saga Continues With Shocking Revelations That The Reclusive Heiress Was Ripped Off By A New York Hospital

Hugette Clark Saga Continues With Shocking Revelations That The Reclusive Heiress Was Ripped Off By A New York Hospital

The story of Hugette Clark, a reclusive copper heiress who died in 2011 at the age of 104 just keeps on getting stranger. Worth hundreds of millions of dollars at her death, she spent the last 20 years of her life as a private pay patient at…
May 20
Surrogate Refuses To Nullify Testator's Choice Of Fiduciary

Surrogate Refuses To Nullify Testator's Choice Of Fiduciary

The New York Law Journal has reported a decision of Nassau County Surrogate Edward McCarty III in the matter of the Will of Barboni, 2013-373014(April 25) which upheld the nomination of an executor whose two children both contested the…

Rank this Week: 1029

Liberty Law Estate Planning Blog

Covers estate planning, estate taxes, probate and trusts. By Liberty Law.

http://reddingestateplanningblog.com

Jun 13
Even young adults should plan their Estate

Even young adults should plan their Estate

Good summary article here on why its important for young adults to think about getting some basic documents in place. Tweet
Mar 15
THANK YOU!!

THANK YOU!!

Shawn McCammon (Liberty Law, A.P.C.) was just named Best Attorney in the annual “Best of” Tehama County, which is voted on by the readers of the Daily News. We would like to thank our friends, family, and clients for all their support! We…
Feb 15
Re-thinking a classic tale!

Re-thinking a classic tale!

Here is a nice article from Ahmed Shaikh, a certified estate planning specialist, on the classic tale of Cinderella! An Estate Plan for Cinderella’s Parents http://www.estateplanning.com/An-Estate-Plan-for-Cinderellas-Parents/ Tweet

Rank this Week: 1513

Long Island Estate Planning…

Long Island Estate Planning Questions & Answers

Covers estate planning, probate, wills, trusts, and guardianships. By Albert Gurevich.

http://longislandestatesattorney.com/faqs/

Jun 13
Long Island Estate Planning for Digital Asset

Long Island Estate Planning for Digital Asset

Effective estate planning should also include the protection of your digital assets, such as files stored on your website and other sites, your photos on Facebook, documents on your flash drive, your ecommerce accounts such as PayPal, e-bay,…
Jun 4
Selling Long Island Estate Property

Selling Long Island Estate Property

During the course of an estate administration, the decedent’s family home or other real estate may be sold. In most cases, the executor or administrator of the estate has the power to sell the property. Only property held in the held in…
May 29
Using a Trust is Better then Trusting Siblings to Do the Right Thing

Using a Trust is Better then Trusting Siblings to Do the Right Thing

I’ve had people ask me to draft a will where they would leave out a child in order to protect that child from creditors or spouse, or to keep government benefits. So they would leave the inheritance to other children, and have them…

Rank this Week: 1321

California Trust, Estate & Probate…

California Trust, Estate & Probate Litigation

Covers estate planning, probate, trusts and wills. By Albertson & Davidson LLP.

http://www.californiatrustestateandprobatelitigation.com

Jun 13
A Family Affair: How the law complicates your family's Trust and Will dispute

A Family Affair: How the law complicates your family's Trust and Will dispute

Trust and will disputes are confusing because the way you see your family and their assets can be very different from how the law sees it. You may see your family as one group of people related by blood. If one of your siblings is…
Jun 13
Resolving Mediations in California Trust and Will Lawsuit

Resolving Mediations in California Trust and Will Lawsuit

In this video, Keith Davidson discusses the how mediations work and what value they have to your case. For our email subscribers: click on the title link to view this video on our website.
Jun 3
How Long Will Your Lawsuit Last?

How Long Will Your Lawsuit Last?

Keith Davidson discusses the probable length of your Trust and Will lawsuit. For our email subscribers: click on the title link to view this video on our website.

Rank this Week: 1921

Florida Probate Litigation Lawyer…

Florida Probate Litigation Lawyer Blog

Cover Florida probate litigation. By Chepenik & Trushin LLP.

http://www.floridaprobatelitigationlawyer.com/

Jun 13
With Low Interest Rates for June, Now is the Time to Think About Establishing a Charitable Lead Trust

With Low Interest Rates for June, Now is the Time to Think About Establishing a Charitable Lead Trust

The IRS released a 1.2% interest rate under IRC § 7520 for June, which determines the present value of an annuity, an interest for life or term of years, or a remainder or reversionary interest. Rev. Rul. 2013-12 tbl. 5. With interests…
Jun 7
Michael Jackson’s estate sued by former star defense witness Wade Robson nearly four years after Jackson’s Death: How the suit would be handled under Florida law, Part 2

Michael Jackson’s estate sued by former star defense witness Wade Robson nearly four years after Jackson’s Death: How the suit would be handled under Florida law, Part 2

In addition to Florida’s strict two-year rule discussed last week in Part 1 of this blog post, there may also be shorter time periods to bring a claim depending on the type of creditor and the nature of the claim. Whereas Section…
Jun 3
Michael Jackson’s estate sued by former star defense witness Wade Robson nearly four years after Jackson’s Death: How the suit would be handled under Florida law, Part 1

Michael Jackson’s estate sued by former star defense witness Wade Robson nearly four years after Jackson’s Death: How the suit would be handled under Florida law, Part 1

June 25, 2013 will mark the four-year anniversary of the untimely demise of the man affectionately referred to by the masses as the King of Pop: Michael Joseph Jackson. Despite suffering from an infirmity that has ended the professional…

Rank this Week: 1369

Los Angeles Probate Litigation…

Los Angeles Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/

Jun 12
Conservators and guardians: personal rights of conservatees.

Conservators and guardians: personal rights of conservatees.

Just recently the Assembly approved Bob Wieckowski Bills concerning the personal rights of conservatees. On May 16, 2013, the California State Assembly approved three bills and a resolution authored by Assemblymember Bob Wieckowski, a…
Apr 26
Conservatorship of Zsa Zsa Gabor

Conservatorship of Zsa Zsa Gabor

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

Lunch with The Probate Judges ~ Trust & Estates Section

Firm partner, Yasha Bronshteyn was in attendance at The Beverly Hills Bar Association sponsored Lunch with the Probate Judges on March 19, 2013, at Lawry's in Beverly Hills. Supervising Judge Mitchell L. Beckloff, Judge Reva G. Goetz, Judge…

Rank this Week: 2066

New York Probate Lawyer Blog

Published By Jules Martin Haas, Attorney at Law

http://www.newyorkprobatelawyerblog.com/

Jun 12
New York Estates May Require That a Bond Be Filed with the Surrogate's Court

New York Estates May Require That a Bond Be Filed with the Surrogate's Court

There are two fundamental procedural avenues that are followed when initiating proceedings in the Surrogate's Court to administer a decedent's estate. If the person died testate (having left a Last Will), the proceedings concern the Probate…
Jun 5
Trust and Estate Disputes Often Involve a Variety of Issue

Trust and Estate Disputes Often Involve a Variety of Issue

Controversies arising in Estate Planning, Estate Litigation and Estate Settlement involve a vast variety of issues. New York Estate Lawyers know that the many different problems that are found in the area of Trusts and Estates are as diverse…
May 29
New York Estate Requires a Careful Review of Estate Asset

New York Estate Requires a Careful Review of Estate Asset

A New York Estate Planning Lawyer is aware that it is of utmost importance to review a person's assets when formulating an estate plan. Initially, it may seem that determining the value of assets is a primary concern so that estate taxes can…

Rank this Week: 2864

Texas Probate Litigation

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

http://www.txprobatelitigation.com/

Jun 12
Will contests: No two are the same

Will contests: No two are the same

I enjoy handling will contest cases because I can help heirs and beneficiaries protect their inheritances. I also enjoy the challenge of evaluating these cases, as no two are the same. Each case is highly dependent on the facts and...
May 3
Texas Supreme Court enforces arbitration clause in a trust

Texas Supreme Court enforces arbitration clause in a trust

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

Oil and gas royalties and estate disputes in Texa

The importance of oil and gas interests to Texans is nothing new. But the shale boom has brought about a renaissance in exploration and production, and a great influx of wealth to many Texas families. This boom is highlighted in...

Rank this Week: 2320

Florida Probate Litigation

Covers corporate trustees, compensation disputes, contested guardianship proceedings, creditors' claims, homestead litigation, will construction litigation, and trust and estates litigation. By Juan C. Antunez.

http://www.flprobatelitigation.com/

Jun 10
5th DCA: Florida spendthrift trust survives creditor's constitutional challenge

5th DCA: Florida spendthrift trust survives creditor's constitutional challenge

Zlatkiss v. All America Team Concepts, LLC, --- So.3d ----, 2013 WL 2359108 (Fla. 5th DCA May 31, 2013) If a creditor is going to successfully pierce a debtor's corporate veil, it's probably going to be because the debtor operated his…
May 28
3d DCA: When can a probate court "reform" a settlement agreement to fix a drafting mistake?

3d DCA: When can a probate court "reform" a settlement agreement to fix a drafting mistake?

Sugar v. Guardianship of Stern, --- So.3d ----, 2013 WL 440122 (Fla. 3d DCA February 06, 2013) So here's the typical scenario at the end of a successful mediation conference: it's been a long day; the clients, the lawyers and the…
May 10
4th & 2d DCA on "in camera" review of privileged documents in probate litigation

4th & 2d DCA on "in camera" review of privileged documents in probate litigation

If you're an estate planner, it's only a matter of time until someone asks you to turn over a deceased client's estate planning file. Don't automatically say "yes," you'd be surprised (horrified!) by the ethical traps lurking in this…

Rank this Week: 906

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/

Jun 10
Asset Protection: LLCs vs. Irrevocable Trust

Asset Protection: LLCs vs. Irrevocable Trust

We live in an economically volatile and litigious society. An unexpected lawsuit, or decline in business, can put people’s life savings at risk. Therefore, asset protection planning is of the utmost importance. According to…
Apr 30
Choosing Fiduciaries: Two Schools of Thought

Choosing Fiduciaries: Two Schools of Thought

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

Law Office of David E. Peterson Major Website Redesign Launched

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

Rank this Week: 1942

Estate Planning, Explained

By One Point One Legal, PLC.

http://www.onepointonelegal.com/category/blog/wills-trusts-and-taxes/

Jun 10
Before Qualifying as Executor or Administrator of a Virginia Estate

Before Qualifying as Executor or Administrator of a Virginia Estate

There’s something I think everyone who is thinking about qualifying as the executor or administrator of an estate should do before going to the clerk’s office to qualify: talk to a lawyer. I know it sounds self-serving coming…
Jun 3
Resigning as Administrator of a Virginia Estate

Resigning as Administrator of a Virginia Estate

Question: I qualified as an administrator of my aunt’s estate. I don’t want to be an administrator any more. What can I do? Answer: There’s a way you can resign. Don’t get too excited–resigning isn’t as…
May 13
Resigning as Trustee

Resigning as Trustee

Many people seem to think of being a trustee as being like having a job: a trustee has responsibilities to fulfill and gets paid (sometimes). But, in many ways, being a trustee is nothing like having a job. The differencedirect lender payday…

Rank this Week: 2400

Philadelphia Estate and Tax…

Philadelphia Estate and Tax Attorney Blog

Focuses on income, estate and gift tax matters, estate planning and probate administration. By Steven J. Fromm.

http://frommtaxes.wordpress.com/

Jun 9
Playing Games With Employees: IRS Temporary Tax Break Ends June 30, 2013

Playing Games With Employees: IRS Temporary Tax Break Ends June 30, 2013

Employers illegally treating employees as independent contractors can come clean through a program called the Voluntary Classification Settlement Program (VCSP). To explore in more detail the merits of this VCSP program and how it…
Jun 9
Playing Games With Employees: IRS Temporary Tax Break Ends June 30, 2013

Playing Games With Employees: IRS Temporary Tax Break Ends June 30, 2013

Employers illegally treating employees as independent contractors can come clean through a program called the Voluntary Classification Settlement Program (VCSP). To explore in more detail the merits of this VCSP program and how it…
Jan 21
Estate Planning 2013: Now What? A Must Read For Everyone

Estate Planning 2013: Now What? A Must Read For Everyone

We now know what the federal estate tax laws will be this year and in the future. Our federal government has stated that these estate tax rules are now permanent after a decade of uncertainty. (A cynic may say that these…

Rank this Week: 2129

Los Angeles Estate, Probate And…

Los Angeles Estate, Probate And Tax Law Blog

Covers estate planning, tax and probate law. Published by Moravecs, a Professional Law Corporation.

http://losangelesestateprobatelawyer.blogspot.com/

Jun 6
Can I Represent Myself in Probate Court?

Can I Represent Myself in Probate Court?

One common question that we often hear is the following:"do I have to hire a lawyer in Probate Court?"I would note that this question also comes up during Probate Court hearings on a regular basis, because on a typical day, out of about 50 or…
May 9
Probate and Trust Administration Top Post

Probate and Trust Administration Top Post

The other day I was looking through all the stats on the blog, to see the most popular posts. In first place is What happens when someone dies without a will? with 1550 views. If you liked that one, check the …
Apr 18
What Happens when a Person Dies with an Ambiguous Will?

What Happens when a Person Dies with an Ambiguous Will?

I have been posting lately on the various issue and challenges raised by probate and trust litigation. Now, just to be clear, "litigation" means an actual filing in a Court of law. But what of something that rises to the…

Rank this Week: 1592

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/

Jun 4
Executor of Will Sued

Executor of Will Sued

In a probate proceeding, the petitioner woman appeals from an order of the Surrogate's Court dated October 16, 2007, as, after a hearing, granted those branches of the motion of the opponent man, which were to disqualify the petitioner from…
Jun 3
Court Decides Property Dispute Among Family Member

Court Decides Property Dispute Among Family Member

The Facts of the Case: On 18 October 2007, a decedent died and is survived by his daughter-one and his granddaughters, A and B, the children of predeceased daughter-two, as his sole distributes. The decedent’s wife had predeceased him…
Jun 1
Court Decides Reasonable Attorneys Fees for Estate Administration

Court Decides Reasonable Attorneys Fees for Estate Administration

The Facts of the Case: On 22 February 2004, a resident of Hicksville died with a will dated 6 November 2002, months after a guardian was appointed on her behalf under Mental Health Law Article 81. The decedent left all of her property, other…

Rank this Week: 518

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

Jun 4
"Do It Yourself" Legal Documents May Be At Your Own Peril

"Do It Yourself" Legal Documents May Be At Your Own Peril

Many of us have become committed members of the “Do It Yourself” crowd. Often undertaking projects yourself can provide financial savings over the cost of hiring a professional and can provide the satisfaction of completing…
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,…

Rank this Week: 3275

South Florida Estate Planning Law

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

http://www.sofloridaestateplanning.com/

Jun 3
I’ve been named a “Rising Star” by Super Lawyers magazine

I’ve been named a “Rising Star” by Super Lawyers magazine

I’m pleased to announce that I’ve been named a “Rising Star” by Super Lawyers magazine in the area of Estate Planning & Probate. http://digital.superlawyers.com/superlawyers/flslrs13#pg101
May 1
My Interview on the Shalom Show

My Interview on the Shalom Show

Below is my interview with the Shalom Show, a Jewish public affairs cable show that is on tv nationwide.
Apr 30
Man dies with $40 million, no will, and no heir

Man dies with $40 million, no will, and no heir

Today’s crazy estate planning story comes form the New York Times, He Left a Fortune, to No One. Roman Blum died in New York last year at 97 years old. He was a Holocaust survivor and a successful real estate developer worth over $40…

Rank this Week: 1865

Your Minnesota Family Lawyer Blog

Covers family law, estate planning, and probate in Minnesota. By Jennifer R. Lewis Kannegieter.

http://www.yourminnesotafamilylawyerblog.com/

May 30
Estate Planning for Young Adults – the Documents that Every One Must Have

Estate Planning for Young Adults – the Documents that Every One Must Have

There are two big misconceptions when it comes to estate planning: 1. Only the rich need to worry about estate planning 2. Only people with kids need to worry about estate planning. When it comes to estate planning, young adults with…
May 23
5 Questions to Ask Before Hiring an Attorney

5 Questions to Ask Before Hiring an Attorney

1. What areas of law do you practice? Does the attorney limit their practice to one or two areas, or do they take the “Jack of all trades” approach? There are many different areas of law; if an attorney practices a little bit of…
May 16
5 Things Couples Need to Know Before Buying Real Estate

5 Things Couples Need to Know Before Buying Real Estate

Buying a house can be an exciting, and overwhelming, time. For couples purchasing real estate there are some legal consequences they should be aware of. All too often these consequences are not considered until the relationship…

Rank this Week: 1303

Palm Springs Estate Planning…

Palm Springs Estate Planning Lawyer Blog

Covers estate taxes, probate, trusts, wills and estate planning. By Julia Burt Law and El Paseo Law Group.

http://www.palmspringsestateplanninglawyerblog.com/

May 28
Palm Desert Probate Attorney Named Top Lawyer

Palm Desert Probate Attorney Named Top Lawyer

We at Julia Burt Law are happy to share the news that Julia E. Burt was named "Top Lawyer" by Palm Springs Life Magazine for 2013. Julia is a certified specialist in Estate Planning, Trust and Probate Law as well as a California Certified…
May 13
Estate Planning for High School Graduate

Estate Planning for High School Graduate

As La Quinta probate attorneys, we have many clients with children in high school or college. In the wake of graduation season, it is important to note that even 18 year olds needs some type of estate planning. We recommend the…
Apr 22
Why You Should Not Hold Property in Joint Tenancy with Your Children

Why You Should Not Hold Property in Joint Tenancy with Your Children

Our Palm Springs Estate Planning attorneys have clients who frequently ask about putting their children's name on their real property deed. The assumption is that this will avoid probate and will also avoid the necessity for a living trust or…

Rank this Week: 3615

Murphy's Law Blog

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

http://www.noreenmurphylaw.com/blog/

May 26
Estate Taxes: How Much and What States?

Estate Taxes: How Much and What States?

For many people, the “Fiscal Cliff” deal done in January 2013, resolved potential estate tax issues: the Federal threshold for taxable estates was permanently moved to $5,000,000.00 per person (indexed for inflation, so the actual…
May 12
May Is Elder Law Education Month

May Is Elder Law Education Month

The Massachusetts Bar Association and the Massachusetts Chapter of the National Academy of Elder Law Attorneys have joined together to sponsor “Taking Control of Your Future: A Legal Checkup.” Qualified attorneys will be giving…
May 12
College Students Need “Estate Planning” Document

College Students Need “Estate Planning” Document

Estate planning is not the first thought most parents have when their child is accepted to college. But it should be addressed before your child goes off to school. Once your child turns 18, they are no longer a minor. … Continue…

Rank this Week: 2175

Florida Estate Planning Lawyer…

Florida Estate Planning Lawyer Blog

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

http://www.floridaestateplanninglawyerblog.com/

May 26
Man without will dies and State may get 40 Million

Man without will dies and State may get 40 Million

Forbes has reported that nearly 2.5 million Americans die each year without a will. While many states have default rules that define who will receive your assets, sometimes they do not cover your specific circumstances. Richard Blum, a…
May 14
The Advantages of Living Trusts: 6 Ways a Living Trust can Benefit Your Estate Plan

The Advantages of Living Trusts: 6 Ways a Living Trust can Benefit Your Estate Plan

Probate can have the reputation of being a nightmare, and many hate the idea of going through this process. If the idea of transferring your assets through probate daunts you, then you will be happy to know that living trusts can avoid…
May 9
The Future of Estate Planning: The Multigenerational Life Plan

The Future of Estate Planning: The Multigenerational Life Plan

Over the last year I worked with an intern in our office of a Law Review article for Texas Tech University. This article describes problems with current estate planning and takes the premise that most estate planners have become lazy because…

Rank this Week: 468

The Probate Lawyer Family Feud…

The Probate Lawyer Family Feud Blog

Covers celebrity and true case stories on probate litigation. By Andrew Mayoras.

http://www.probatelawyerblog.com/

May 14
No Happy Mothers Day: Kobe Bryant Disputes Mother In Lawsuit

No Happy Mothers Day: Kobe Bryant Disputes Mother In Lawsuit

Kobe Bryant, long-time Los Angeles Laker and future Hall-of-Famer, is in a bitter feud with his own mother over ownership of memorabilia worth more than $1.5 million. He’s locked in a he-said, she-said dispute about whether he gave the…
May 9
Amanda Bynes' Comeback Could Begin With A Guardianship

Amanda Bynes' Comeback Could Begin With A Guardianship

Amanda Bynes came into the public eye as one of Nickelodeon’s sweethearts. Now friends and colleagues are so worried about her recent erratic behavior that they have been begging for police intervention. Her former publicist, Jonathan…
Apr 22
Kim Kardashian Settles Divorce Case With Kris Humphrie

Kim Kardashian Settles Divorce Case With Kris Humphrie

Not many people -- even celebrities -- can claim a record as impressive as Kim Kardashian and Kris Humphries. The marriage: 72 days. The divorce: 536 days. But, it's finally over. And according to reports, it was Kris Humphries who caved at…

Rank this Week: 1562

New York Trusts & Estates…

New York Trusts & Estates Litigation Blog

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

http://www.nyestatelitigationblog.com/

May 13
Surrogate Removes Fiduciary Sua Sponte For Misrepresentations In Petition

Surrogate Removes Fiduciary Sua Sponte For Misrepresentations In Petition

A recent post to this blog discussed a case in which a court declined to remove a fiduciary based on allegations of a potential conflict of interest, but in the absence of actual misconduct on the part of the…
Apr 3
Potential Conflict of Interest Insufficient to Disqualify Nominated Fiduciary

Potential Conflict of Interest Insufficient to Disqualify Nominated Fiduciary

“A testator’s choice of executor should be given great deference” (see Matter of Palma, 40 AD3d 1157, 1158 [3d Dept 2007]). This rule is fundamental to the practice of trusts and estates law, yet is often…
Mar 4
Appellate Division Decides Case of First Impression Concerning "Adopted Out" Child's Right Of Inheritance

Appellate Division Decides Case of First Impression Concerning "Adopted Out" Child's Right Of Inheritance

The term “adopted-out” child, commonly used by the courts, refers to a child adopted out of his or her biological family, i.e., a child placed for adoption…

Rank this Week: 2926

Mogren Glessner & Roti

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

http://mgrlaw.blogspot.com/

Apr 4
Compassion and Conviction

Compassion and Conviction

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

Power of Attorney for Adult Children

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

Renton Criminal Defense Lawyer

Welcome to our new attorney, Michelle R.

Rank this Week: 3561

New Jersey Estate Planning &…

New Jersey Estate Planning & Elder Law Blog

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

http://www.njelderlawestateplanning.com/

Apr 2
Love is Lost - And So is Your Inheritance - Divorce Really Ends Thing

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

A common plan among our married clients is to leave their property to their spouse, either outright or in trust - oft-referred to as the “I Love You” Will. Sometimes, love is lost and the couple divorces. We recommend our clients…
Mar 25
Personal Injury Damages and Medicaid Liens - SCOTUS Decide

Personal Injury Damages and Medicaid Liens - SCOTUS Decide

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

Personal Injury Damages and Medicaid Leins - SCOTUS Decide

You have a horrific accident and are looking a life of extreme medical care. The accident was caused by another person (drunk truck driver). You get a multi-million dollar award. Does the state that you live in get a share? First,…

Rank this Week: 3566

Berk & Moskowitz - Arizona Probate…

Berk & Moskowitz - Arizona Probate Attorneys

Features articles, news, tips and other information about Arizona probate law.

http://www.azestatelawyers.com

Mar 23
“No Contest” Clause May Discourage Will or Trust Contest

“No Contest” Clause May Discourage Will or Trust Contest

In this post, I will explain how a “no contest” clause may be used to defend against an estate, probate, will or trust contest in Arizona. Peace of mind and certainty. Those are the main objectives of most anyone who adopts a will…
Oct 17
Video: 10 Reasons to Have a Will

Video: 10 Reasons to Have a Will

Are you considering whether you need a last will and testament? There are several good reasons to have a will, other than just picking who gets your property when you die. Watch my video “Prezi” presentation to learn my top ten…
Jul 7
Video: Finders Keepers?

Video: Finders Keepers?

In this video, Arizona probate attorney Kent Berk summarizes the Arizona Court of Appeals’ decision over who owns $500,000 found inside the walls of a home. After the owner of the home died, his daughters inherited the home. They searched…

Rank this Week: 3465

Wealth Wars: Arkansas Estate,…

Wealth Wars: Arkansas Estate, Trust & Probate Litigation Blog

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

http://arkansaswealthwars.com

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

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

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

“Murder, Fraud, $2.2 Million Somewhere”

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

Common Mistakes When Serving As Trustee

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

Rank this Week: 2673

The Law Office of Raymond A.…

The Law Office of Raymond A. Harris PLLC Blog

Covers estate planning, medicaid and medicare.

http://www.raymondaharris.com/blog/

Mar 4
Gave presentation regarding special needs trusts and planning at Capital Area Center for Independent Living

Gave presentation regarding special needs trusts and planning at Capital Area Center for Independent Living

Today I gave a presentation at Capital Area Center for Independent Living (CACIL) regarding the uses of special needs trusts and Medicaid planning, guardianships and conservatorships, and helping individuals with special needs to live in the…
Mar 4
Gave presentation regarding special needs trusts and planning at Capital Area Center for Independent Living

Gave presentation regarding special needs trusts and planning at Capital Area Center for Independent Living

Today I gave a presentation at Capital Area Center for Independent Living (CACIL) regarding the uses of special needs trusts and Medicaid planning, guardianships and conservatorships, and helping individuals with special needs to live in the…
Mar 3
Testimonial from a happy client of The Law Office of Raymond A. Harris, PLLC

Testimonial from a happy client of The Law Office of Raymond A. Harris, PLLC

Posted with her permission, below is a testimonial from a client whom I assisted in reversing a Medicare Part B penalty and saving her thousands of dollars. “I first want to say that this account is being told with the help of my…

Rank this Week: 3610

New York Guardian Law

Covers the guardianship process and life as a guardian. By the Law Office of Daniel A. Jimenez P.C.

http://nyguardian.blogspot.com/

Jan 9
Estate Planning Essentials for New Parents (or Responsibility in Six Not So Difficult Steps)

Estate Planning Essentials for New Parents (or Responsibility in Six Not So Difficult Steps)

I have had the opportunity to meet with many new parents to discuss what steps they need to take in order to make sure their loved ones are provided for should the unexpected occur. The trust that these individuals have placed in my…
Dec 3
Calls for increased monitoring of Article 81 guardian

Calls for increased monitoring of Article 81 guardian

Today the New York Law Journal has an article relating to a clinic run by the Benjamin N. Cardozo School of Law and the recommendations it has put forward regarding monitoring and standardization of Article 81 guardianship practice. I am…
Sep 19
Who inherits the intangible iTunes library? or my World of Warcraft avatar?

Who inherits the intangible iTunes library? or my World of Warcraft avatar?

A friend of mine just pointed out a very interesting article on Marketwatch, who inherits your itunes library, which deals with the new reality of music and book ownership.

Rank this Week: 4625

Estate of Confusion

Covers developments in estate planning and wealth transfer taxes. By Hani Sarji.

http://blogs.forbes.com/hanisarji/

Jan 5
More Estate Tax Changes Could Follow Fiscal Cliff Deal

More Estate Tax Changes Could Follow Fiscal Cliff Deal

News bites might leave you hungry for details about the estate tax and the other wealth transfer taxes. This post aims to answer your questions and serve as a useful resource.
Jun 30
California Joins Majority Of States In Recognizing Tort — Intentional Interference With Expected Inheritance

California Joins Majority Of States In Recognizing Tort — Intentional Interference With Expected Inheritance

In Beckwith v. Dahl (May 3, 2012), the California Court of Appeal, Fourth Appellate District, joined the majority of states in recognizing the tort of intentional interference with expected inheritance (IIEI). “[I]t is time to officially…
Jun 30
Tennessee Woos Wealthy Retirees By Repealing Inheritance And Gift Taxe

Tennessee Woos Wealthy Retirees By Repealing Inheritance And Gift Taxe

States are competing for wealthy retirees and are enticing them with tax breaks. Last month, Tennessee lawmakers cut taxes to keep wealthy retirees in the state and to woo others. In separate bills, Tennessee lawmakers made significant…

Rank this Week: 1943

Ohio Estate Planning, Trust &…

Ohio Estate Planning, Trust & Probate Law

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

http://wrightsel.blogspot.com/

Jan 2
Avoiding the Fiscal Cliff – Estate Taxe

Avoiding the Fiscal Cliff – Estate Taxe

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

Columbus Bar Association 2012 Annual Meeting

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

Charitable Lead Trusts Revisited

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

Rank this Week: 3655

California Tax Attorney Blog

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

http://www.californiataxattorneyblog.com/

Dec 29
Gifts Made By Personal Check

Gifts Made By Personal Check

A check written in 2012 that does not clear until 2013 is at risk of being a 2013 gift, not a 2012 gift, since the donor could have stopped payment in 2013 before it cleared. The issue with using checks to make gifts is that until the check…
Nov 22
Tax Humor

Tax Humor

A tax loophole is "something that benefits the other guy. If it benefits you, it is tax reform.'' — Russell B. Long, U.S. Senator “People who complain about taxes can be divided into two classes: men and women.” — Unknown "Like…
Nov 20
How Good Is Your Attorney?

How Good Is Your Attorney?

Martindale-Hubbell Peer Review Ratings just came out with it's rating of me. I have been honored with an "AV Preeminent" rating which is a significant rating accomplishment- a testament to the fact that a lawyer's peers rank him or her at the…

Rank this Week: 1785

Atlanta Probate Lawyer Blog

Published by The Adams Law Offices, LLC

http://www.atlantaprobatelawyerblog.com/

Dec 22
GEORGIA PROBATE PROCEEDINGS – ASK AN ATLANTA PROBATE LAWYER – HOW LONG DOES THE GEORGIA PROBATE PROCESS REALLY TAKE?

GEORGIA PROBATE PROCEEDINGS – ASK AN ATLANTA PROBATE LAWYER – HOW LONG DOES THE GEORGIA PROBATE PROCESS REALLY TAKE?

In my many years as a Georgia probate attorney, I have represented numerous clients in probate cases. Most often my relationship with a client begins when I am asked this question, “How long will the Georgia probate process take?” In…
Dec 5
A SUMMARY ON UNDUE INFLUENCE AND WILL CONTESTS IN GEORGIA

A SUMMARY ON UNDUE INFLUENCE AND WILL CONTESTS IN GEORGIA

As an Atlanta, Georgia, Attorney, I encounter an ever-increasing number of cases filed contesting the validity of the Testator's Will. THE ADAMS LAW OFFICES' skilled Georgia Probate Attorneys can explain to each individual Heir(s) or…
Dec 4
GEORGIA ESTATE ADMINISTRATION LAWYER GUIDELINES FOR EXECUTORS AND ADMINISTRATORS (THE “PERSONAL REPRESENTATIVE”)

GEORGIA ESTATE ADMINISTRATION LAWYER GUIDELINES FOR EXECUTORS AND ADMINISTRATORS (THE “PERSONAL REPRESENTATIVE”)

In my Atlanta, Georgia Probate Law Firm's practice, I routinely counsel executors and administrators on how to administer Georgia estates. The role of an executor or administrator, (referred to under Georgia Probate Law as a “personal…

Rank this Week: 5190

The Ohio Trust & Estate Blog

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

http://www.bonasera.org

Dec 18
TOMMY!

TOMMY!

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

Sad Update

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

So Many Great Blogs, So Little Time

My Google Reader account is getting pretty full-up. There’s so many great resources out there for estate planning that it’s getting hard to keep up! It’s a nice problem to have I guess…

Rank this Week: 2826

Spencer Law Firm Blog

Covers probate and estate planning in Pennsylvania.

http://www.pennsylvaniatrustsandestates.com/

Nov 21
Planning for Another Marriage Later in Life

Planning for Another Marriage Later in Life

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

The Top Ten Money Excuse

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

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

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

Rank this Week: 3740

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