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Musings of a Massachusetts Estate…

Musings of a Massachusetts Estate Lawyer

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

http://blog.deplawfirm.com/
  • Apr 28

    The Dusty Binder: When Good Estate Plans Go Bad

    The Dusty Binder: When Good Estate Plans Go Bad
    Jim and Sally did everything right… or so they thought. They grew up in strong, middle class families, did well in school, and had many friends. Jim had a successful career with a local company, while Sally raised four responsible,…
  • 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…
Rank this Week: 2963

My Road Ahead

My Road Ahead

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

http://knowtification.wordpress.com/
  • Oct 12

    An Estate Tool to Make Life Easier…read!

    An Estate Tool to Make Life Easier…read!
    Losing a loved one is one of the most traumatic experiences a family will endure. It’s tough enough to handle the onslaught of emotions it ignites, let alone negotiate the complex maze of practical, legal and financial issues that families…
  • Oct 12

    An Estate Tool to Make Life Easier…read!

    An Estate Tool to Make Life Easier…read!
    “I was left in the dark,” said Sarah from Boulder, Colorado. “MyEstateManager.com walked me through..."
  • Sep 29

    Using Legal Services to Prevent Blisters…Not to Cure Them

    Using Legal Services to Prevent Blisters…Not to Cure Them
    Before taking a few long runs along South Florida’s coastline a few weeks ago, I went shopping for products that would enhance my running experiences.  I considered purchasing energy gels, new shoes, and mp3s for my iPod. While shopping at…
Rank this Week: 3202

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: 4057

New York Guardian Law

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: 3280

New York Probate & Estate…

New York Probate & Estate Litigation Blog

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

http://www.nyprobatelitigation.com/
  • Feb 1

    Executors Should Beware Of Serious Pitfall

    Executors Should Beware Of Serious Pitfall
    Today’s Wall Street Journal contains a worthwhile but cautionary article about the pitfalls that can face even the most well-meaning executor. As you will see, a lot of the decisions an executor must make need to be made…
  • Jan 31

    David Bowie’s Will Filed In Manhattan Surrogate’s Court — His Estate Valued At 100 Million Dollar

    David Bowie’s Will Filed In Manhattan Surrogate’s Court — His Estate Valued At 100 Million Dollar
    The Will of David Robert Jones was filed earlier this month in New York County Surrogate’s Court giving the value of his estate at 100 million dollars. Not familiar with David Robert Jones? As the New York Times reported, He was far…
  • Jul 20

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate

    Application To Withdraw Waiver Consenting To Probate Denied By Brooklyn Surrogate
    Prior to the commencement of a probate proceeding or an administration proceeding, the attorney for the estate will normally send a waiver consenting to the admission of the will to probate or to the appointment of an administrator to all…
Rank this Week: 70

New York Probate and Estate…

New York Probate and Estate Administration Blog

Published by Stephen Bilkis & Associates

http://www.newyorkprobateestateadministration.com/
  • Jul 12

    Domicile of the Decedent at Issue in Will Case

    Domicile of the Decedent at Issue in Will Case
    A New York Probate Lawyer said that, the decedent died on the 9th day of January, 1961, while a patient at the Wolcott Clinic, Wolcott, New York. Thereafter and on the 21st day of February, 1961, the son of the decedent, presented to this…
  • Jun 27

    Petitioner Brings Case for Full and Final Settlement of Account

    Petitioner Brings Case for Full and Final Settlement of Account
    A New York Probate Lawyer said that this is a proceeding brought before the Surrogate’s Court, Kings County for judicial settlement of the first and final account of proceedings of the CM Bank, National Association, as trustee under…
  • Jun 26

    Petitioner Brings Will Construction Case to Court

    Petitioner Brings Will Construction Case to Court
    A Kings County Will Contest Lawyer said that, the two subscribing witnesses testified to the due execution of decedent’s holographic will and to her testamentary capacity at the time of the execution; that the last page of the…
Rank this Week: 3139

New York Probate Blog

New York Probate Blog

Covers New York probate and estate laws, estate planning and taxation. By Rudolf J. Karvay.

http://www.nycprobate.com/probate-blog/
  • May 23

    Common and Costly Estate Planning Error

    Common and Costly Estate Planning Error
    It is not uncommon for even the very wealthy or public figures to miss the boat when it comes to proper estate planning. While you might think that you are too young, too poor, or too healthy to have to think about estate planning, it is…
  • Oct 23

    Inheritance Rights of Posthumously Conceived Children

    Inheritance Rights of Posthumously Conceived Children
    Thanks to the advancement of technology, couples who are suffering through infertility now have a chance to get pregnant. The most widely known treatment is in vitro fertilization. Through this method, there is a chance for children to be…
  • Oct 23

    Disinheriting Your Spouse

    Disinheriting Your Spouse
    While it is more common to hear of people disinheriting their adult children, disinheriting a spouse is rare. That is because in the State of New York, you cannot disinherit your spouse. You cannot leave the surviving spouse with nothing nor…
Rank this Week: 2249

New York Probate Lawyer Blog

New York Probate Lawyer Blog

By Jules Martin Haas.

http://www.newyorkprobatelawyerblog.com/
  • Jul 13

    New York Guardianship Cases Require That Interested Parties Be Involved in the Proceeding

    New York Guardianship Cases Require That Interested Parties Be Involved in the Proceeding
    The statutes concerning the appointment of a New York Guardian for a person who is incapacitated are located in Article 81 of the Mental Hygiene Law (MHL). There have been many articles posted concerning the law of guardianship in the New…
  • Jul 6

    The Appointment of a New York Administrator is Based Upon Statutory Priority

    The Appointment of a New York Administrator is Based Upon Statutory Priority
    When a person dies without a Last Will he is said to have died intestate. The handling of an intestate estate falls under the heading of an administration proceeding as opposed to a probate proceeding when a person dies and leaves a Last…
  • Jun 29

    A New York Fiduciary Can Have a Deed to Estate Property Cancelled

    A New York Fiduciary Can Have a Deed to Estate Property Cancelled
    The Estate Administration process involves many different issues.  A New York Estate Lawyer typically represents a fiduciary, such as an Executor or Administrator, who is responsible for handling these matters.  The collection of…
Rank this Week: 4499

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/
  • Jul 14

    Proof of Wrongdoing and the Right of Election

    Proof of Wrongdoing and the Right of Election
    In 2010, the Appellate Division, Second Department, made it clear in two decisions -- Matter of Berk and Campbell v. Thomas -- that principles of equity grounded in rules of forfeiture can adversely impact a surviving spouse’s…
  • Jun 23

    Court Denies Motion to Dismiss Turnover Proceeding as Time Barred

    Court Denies Motion to Dismiss Turnover Proceeding as Time Barred
    A recent decision of the Kings County Surrogate’s Court demonstrates the importance of thoroughly analyzing all aspects of a statute of limitations defense prior to making a dismissal motion. In Matter of Coiro, the court denied such a…
  • May 23

    Representation of Charities by the Attorney General

    Representation of Charities by the Attorney General
    Many estate practitioners are familiar with contested matters in which a charity interested in the proceeding is cited, as is the Attorney General, and both the Attorney General and private counsel for the charity appear in the proceeding. In…
Rank this Week: 4002

Nirenstein, Horowitz & Associates,…

Nirenstein, Horowitz & Associates, P.C. Blog

Covers Connecticut estate planning, probate and elder law.

http://www.preserveyourestate.net/blog/
  • Jan 6

    What Is Nursing Home Asset Protection?

    What Is Nursing Home Asset Protection?
    If you are planning ahead for your retirement years and the twilight years that will follow, you should certainly consider the matter of nursing home asset protection. Nursing homes are extremely expensive around the country, but here in…
  • Jan 6

    What Is Nursing Home Asset Protection?

    What Is Nursing Home Asset Protection?
    If you are planning ahead for your retirement years and the twilight years that will follow, you should certainly consider the matter of nursing home asset protection. Nursing homes are extremely expensive around the country, but here in…
  • Jan 4

    How Can You Minimize Your Estate Tax Exposure?

    How Can You Minimize Your Estate Tax Exposure?
    People in most areas of the country have just one estate tax to concern themselves with. The federal estate tax is applicable everywhere, but the good news is that there is a relatively large estate tax exclusion. The credit or exclusion is…
Rank this Week: 2792

North Carolina Estate Planning…

North Carolina Estate Planning Blog

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

http://www.ncestateplanningblog.com/
  • May 29

    New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children

    New Birth Certificate Guidelines in North Carolina for Same-Sex Couples’ Children
    Same-sex couples who have a child in North Carolina could previously only list one parent on the child’s birth certificate. This made administration of additional documentation for the child (Social Security card, school registrations,…
  • May 27

    Covering Retirement v. Leaving Inheritance

    Covering Retirement v. Leaving Inheritance
    Expenses in senior years continue to be a concern for many Americans. As multiple studies show, most individuals do not maintain adequate retirement contributions. As the costs of long-term care (LTC) insurance policies and LTC costs rise,…
  • May 26

    Avoid a Will Dispute

    Avoid a Will Dispute
    An individual’s last will and testament might clearly reflect one’s wishes, but it does not prevent an estate dispute. Successfully contesting a will in North Carolina (and similarly in other states) requires evidence of certain…
Rank this Week: 885

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/
  • Jun 9

    The Powers and Duties of a Guardian of an Incompetent Adult in North Carolina

    The Powers and Duties of a Guardian of an Incompetent Adult in North Carolina
    The Responsibilities of a Legal Guardian in North Carolina Continue reading →
  • Jun 7

    Applying for Probate in North Carolina

    Applying for Probate in North Carolina
    Any executor named in a will may, at any time after the death of the testator, apply to the clerk of the superior court to have the will admitted to probate. If no named executor applies to have the will proved … Continue reading…
  • Jun 7

    Applying for Probate in North Carolina

    Applying for Probate in North Carolina
    Any executor named in a will may, at any time after the death of the testator, apply to the clerk of the superior court to have the will admitted to probate. If no named executor applies to have the will proved … Continue reading…
Rank this Week: 2243

Northern California Center for…

Northern California Center for Estate Planning and Elder Law

Covers estate planning.

http://www.norcalplanners.com/blog/
  • Jan 24

    Sacramento Nursing Home Costs Are Among the Highest in the Country

    Sacramento Nursing Home Costs Are Among the Highest in the Country
    Our firm practices law in Sacramento, California, and we also have an office in Roseville. Anyone who lives in our area knows that there are countless advantages, and it is truly a great place to live. We have everything that big cities have…
  • Jan 21

    A Probate Attorney Can Help With Estate Administration

    A Probate Attorney Can Help With Estate Administration
    You should be aware of the multifaceted nature of a properly constructed estate plan.  It is wise to take a 360 degree approach so that you can leave behind a workable situation for your loved ones after you are gone. A last will is a…
  • Jan 21

    Free Report: Is Incapacity Planning in Northern California Really Important

    Free Report: Is Incapacity Planning in Northern California Really Important
    When you are going through life as a relatively healthy adult, the prospect of incapacity can seem alien to you. Of course we all recognize the fact that elders sometimes become unable to handle all their own affairs, but it can seem like…
Rank this Week: 2776

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 28

    Quick Overview of 2014 Federal Estate and Gift Tax Amount

    Quick Overview of 2014 Federal Estate and Gift Tax Amount
    The federal estate tax exemption amount is $5,000,000 and is adjusted annually for inflation. This year the exemption amount increases to $5.34 million. This means that a married couple can protect up to $10.68 million. The estate tax rate is…
  • 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…
Rank this Week: 4339

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 6

    Barbara G. Knox Joins Burt & Associate

    Barbara G. Knox Joins Burt & Associate
    We are pleased to announce that long-time Probate Attorney Barbara G. Knox is joining the firm as Of Counsel. She will be working in our Palm Springs office assisting clients with Estate Planning, Probate, Conservatorship and Guardianship…
  • Apr 30

    Palm Springs Probate Attorney Discusses Prince’s Death

    Palm Springs Probate Attorney Discusses Prince’s Death
    Estate taxes issues present headaches for the simplest estates. These potential issues are compounded when the decedent is a celebrity. In the wake of Prince’s untimely death, his estate attorneys will be tasked with the momentous task…
  • Apr 7

    Palm Desert Trust Attorney Highlights the Importance of Financial Dialogues Between Parents and Children

    Palm Desert Trust Attorney Highlights the Importance of Financial Dialogues Between Parents and Children
    It is common that a married couple in their late sixties creates an estate plan which names their child or children as Trustees and/or Agents. This is a great first step in setting up a plan that can help when the parents are no longer able…
Rank this Week: 3241

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/
  • Jul 12

    City of Philadelphia Department of Revenue Announces Wage Tax Reduction for July 1, 2016

    City of Philadelphia Department of Revenue Announces Wage Tax Reduction for July 1, 2016
    Philadelphia Landmark: The Famous and Quirky 45 Foot Steel Clothes Pin Created by Sculptor Claes Oldenburg Across from City Hall   The City of Philadelphia has reduced the City Wage Tax rate effective July 1, 2016. The new Wage Tax…
  • Jun 2

    Did You Get a Letter in the Mail from the IRS? Here is What You Need to Do

    Did You Get a Letter in the Mail from the IRS? Here is What You Need to Do
    Each year, the IRS mails millions of notices and letters to taxpayers for a variety of reasons. This can be extremely upsetting when receiving this form of communication, whether it is from the IRS or any other taxing authority.  The…
  • Dec 18

    2016 Standard Mileage Rates for Business, Medical and Moving

    2016 Standard Mileage Rates for Business, Medical and Moving
    The Internal Revenue Service on December 18, 2015 issued the 2016 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. Beginning on Jan. 1,…
Rank this Week: 3593

Planning Notes

Planning Notes

Covers fundamental concepts relevant to estate planning, business law, real estate law, and tax law. By Cook & Cook.

http://cooklaw.co/blog
  • Jul 18

    Prince Estate: The Importance Of Having A Will

    Prince Estate: The Importance Of Having A Will
    Gary Borofsky in Forbes about Prince's estate plan, err, lack thereof: The untimely death of the music icon is exposing the role tax planning plays in an overall estate plan. By creating a comprehensive plan, a high net worth individual…
  • May 26

    Before You Travel This Summer, Don’t Forget These 5 Estate Planning Must Do

    Before You Travel This Summer, Don’t Forget These 5 Estate Planning Must Do
    It’s travel season! Whether you’re planning to dip your toes in the sand and surf, or ride the newest attractions at your favorite amusement park, you’re ready to hit the road (or the skies) and get out of town! Before you…
  • Apr 26

    Candidates' Proposed Estate Tax Plan

    Candidates' Proposed Estate Tax Plan
    Robert Woods, writing for Forbes: Under current law, estates worth $5.45 million or less are exempt from federal estate tax. Beyond that, you pay. Call it an estate tax, a death tax, or a tax on accumulated wealth. Whatever you call it, it…
Rank this Week: 4678

Probate Litigation Attorney Blog

Probate Litigation Attorney Blog

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

http://www.losangelesprobatelitigationattorneyblog.com/
  • Jul 9

    Role of Probate PVP Counsel

    Role of Probate PVP Counsel
    On June 21, 2016, Trust and Wills Attorney Yasha Bronshteyn attended the Beverly Hills Bar Association -Trust and Wills Section Presentation at Lawry’s of Beverly Hills to address the role of Probate Volunteer Panel counsel in…
  • May 29

    Estate Planning & Probate luncheon with Judge Glen Reiser, Ventura County Probate Judge

    Estate Planning & Probate luncheon with Judge Glen Reiser, Ventura County Probate Judge
    On May 26, 2016, the Estate Planning and Probate Section of the Ventura County Bar Association was fortunate to have Judge Glen M. Reiser, presiding probate judge, present a State of the Probate Court address at the Wedgewood Ventura. …
  • Mar 19

    Lunch with The Probate Judges – 2016

    Lunch with The Probate Judges – 2016
    On March 15, 2016, Judges of the Probate Court for Los Angeles County discussed the current state of the Probate Court and addressed issues and concerns affecting the Court, the courtroom transitions, modernizing the system to benefit…
Rank this Week: 380

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/
  • Jul 22

    Is a Creditor’s Judgment Enforceable Against My Estate?

    Is a Creditor’s Judgment Enforceable Against My Estate?
    Death does not automatically void any debts owed by the deceased. In the normal course of administering an estate, the personal representative named in the decedent’s last will and testament is responsible for paying any valid creditor…
  • Jul 21

    New California Budget Restricts Medi-Cal Claims Against Recipients’ Estate

    New California Budget Restricts Medi-Cal Claims Against Recipients’ Estate
    In a recent post we discussed how Medi-Cal, California’s Medicaid system, can go after the assets of a deceased beneficiary recipient’s probate estate or revocable living trust for reimbursement of medical costs paid during the…
  • Jul 14

    How Can My Divorce Settlement Affect My California Estate Planning?

    How Can My Divorce Settlement Affect My California Estate Planning?
    There are many legal events that may affect your estate planning. For example, if you get divorced, the terms of your property settlement may require you to alter the terms of your will or trust. It is therefore important to resolve any…
Rank this Week: 792

Scott Law Group

Scott Law Group

Covers bankruptcy, probate estates, and general litigation.

http://scottlawgroup.com/
  • Feb 27

    Alimony Reduced Because 18 Year Old Son Lived with Mother. NO WAY says Appellate Court

    Alimony Reduced Because 18 Year Old Son Lived with Mother. NO WAY says Appellate Court
    Transitional Alimony reduced by trial court because mother didn't kick her 18 year old son out of the house. Tennessee Court of Appeals says NO. Reverses decision, reinstates alimony.
  • Dec 12

    Child Pornography Charges Filed Against Sen. Lamar Alexander’s Chief of Staff

    Child Pornography Charges Filed Against Sen. Lamar Alexander’s Chief of Staff
    US Postal Inspection Service arrested Senator Lamar Alexander’s Chief of Staff Ryan Loskarn on charges of possession and distribution of child pornography charges. He has been fired from his job as Chief of Staff.
  • 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…
Rank this Week: 3217

Smarter Will Blog

Smarter Will Blog

Provides estate planning and probate news.

http://www.smarterwill.com/estate-planning-news/
  • May 23

    Holographic Wills: Legal in Illinois?

    Holographic Wills: Legal in Illinois?
    Holographic wills (wills that are entirely handwritten) are not generally recognized as valid wills in the state of Illinois. Why? It's not because they're handwritten, but because holographic wills are usually not 'witnessed' properly (the…
  • May 9

    Organ Donation Process in Illinoi

    Organ Donation Process in Illinoi
    Did you know that Illinois has a fairly new organ donation process, and that even if you've registered before to be an organ donor, you may need to re-register under the new system? In 2006 (only 5 years ago), a new Illinois organ donation…
  • Apr 25

    Pulling the Plug: Illinois Law That Make it Possible

    Pulling the Plug: Illinois Law That Make it Possible
    Everyone has the right to live. But does everyone have the right to die? Dying on your own terms (or “pulling the plug”) is a privilege granted at the state level. But it requires advance planning. Every state has different rules on how…
Rank this Week: 4480

South Florida Estate Planning Law

South Florida Estate Planning Law

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

http://www.sofloridaestateplanning.com/
  • May 4

    Britney Spears’s Conservatorship (Guardianship) Is Still in Place

    Britney Spears’s Conservatorship (Guardianship) Is Still in Place
    It’s an awful thing when you are unable to manage your own affairs. Usually, it happens to the very elderly. Due to senile dementia, Alzheimers, or other diseases, they can not manage their own finances, or make informed decisions about…
  • Apr 26

    This is what it sounds like – when people die intestate

    This is what it sounds like – when people die intestate
    The biggest enemy of proper estate planning is procrastination. As the world knows, Prince died last week. Today we find out that he died intestate, which is a fancy word that lawyers use for dying without a will. When you die intestate, the…
  • Mar 11

    My monthly appearance on the “Ask the Experts” radio show, 3-10-2016

    My monthly appearance on the “Ask the Experts” radio show, 3-10-2016
    Going forward, I’ll be appearing monthly on the “Ask the Experts” radio show to discuss estate planning, probate, guardianships, elder law, and other related issues. Yesterday, I got there in the nick of time. If it…
Rank this Week: 4353

Spencer Law Firm Blog

Spencer Law Firm Blog

Covers probate and estate planning in Pennsylvania.

http://www.pennsylvaniatrustsandestates.com/
  • Nov 16

    The Bipartisan Budget Act of 2015

    The Bipartisan Budget Act of 2015
    President Obama, Nov. 2, signed into law the Bipartisan Budget Act of 2015, a two-year budget deal. The legislation raises the federal debt limit and is paid for in part by provisions eliminating two Social Security retirement benefit…
  • May 12

    Estate Planning and Portability

    Estate Planning and Portability
    The American Taxpayer Relief Act of 2012 (ATRA), which tried to keep us from going over the "fiscal cliff," raised the federal estate tax exemption to $5.25 million and made permanent an estate tax concept called…
  • Apr 25

    Seminar: How to Prepare Fiduciary Accounts and Avoid Common Trap

    Seminar: How to Prepare Fiduciary Accounts and Avoid Common Trap
    Don't miss the PBI seminar on How to Prepare Fiduciary Accounts and Avoid Common Traps next Thursday May 1, 2014 at the CLE Conference Center, Wanamaker Building, Philadelphia. Register here:…
Rank this Week: 3000

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: 2717

Texas Estate Planning and Probate…

Texas Estate Planning and Probate Law

By Gary Howell.

http://texaslawyer.blogspot.com/
  • Nov 21

    The End of the Blog

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

    Unlimited Charitable Gifts Through the End of 2005

    Unlimited Charitable Gifts Through the End of 2005
    The Hurricane Katrina Emergency Tax Relief Act (KETRA) allows unlimited gifts to charity up to a donor's total income until the end of 2005. This provision also permits unlimited IRA withdrawals and gifts to charity. Under Sec. 301(b)(1)(A),…
  • Oct 2

    Is Repeal of the Estate Tax a Dead Issue?

    Is Repeal of the Estate Tax a Dead Issue?
    Sometime shortly, the Senate is expected to vote on the fate of the estate tax. The House has already voted to repeal the tax; however, several Senators have found it difficult to vote for total repeal. One Senator, Ron Wyden (D-Ore.), who…
Rank this Week: 2310

Texas Probate Litigation

Texas Probate Litigation

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

http://www.txprobatelitigation.com/
  • Jul 5

    Estoppel does not prevent beneficiary from pre-suit discovery

    Estoppel does not prevent beneficiary from pre-suit discovery
    The Fort Worth Court of Appeals decision in In Re Meeker involves two important issues for probate litigators: entitlement to pre-suit discovery and estoppel based on acceptance of benefits. Both issues arise fairly regularly in will…
  • Jun 20

    Garrett v. First State Bank of Central Texas: No informal fiduciary relationship

    Garrett v. First State Bank of Central Texas: No informal fiduciary relationship
    In Garrett v. First State Bank of Central Texas, the Waco Court of Appeals considered a dispute over the ownership of a decedent's account. The bank filed an interpleader when faced with competing claims to the account proceeds, between…
  • May 11

    Mind your QDRO

    Mind your QDRO
    I routinely handle life insurance beneficiary disputes. As I mentioned in a previous post, the first issue I analyze is whether the life insurance policy is governed by state law or by a federal law known as ERISA. Many ERISA...
Rank this Week: 4939

Texas Wills and Trusts Law Online

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
  • Jul 22

    Have You Signed Your Will?

    Have You Signed Your Will?
    Humans are optimistic. We don’t dwell on the fact that death is inevitable, and that bleeds into our personal outlook for the future. It’s why we plan for vacations, drive in cars, fly in planes, and end visits with friends saying…
  • Jul 15

    What is a Testamentary Trust?

    What is a Testamentary Trust?
    A testamentary trust is a trust created in your Will that lies dormant until the death of the testator (the person creating the Will) springs it to life. Unlike a trust created and funded during one’s lifetime, such as a revocable…
  • Jun 17

    Before You Pack

    Before You Pack
    My family is going on vacation the end of June. It’s a trip we’ve been planning for more than six months, and we’re looking forward to all the adventures that lie ahead. But something has been weighing on me. It’s been…
Rank this Week: 4766

The Hershey Law Firm Blog

The Hershey Law Firm Blog

Covers Florida estate planning and probate law.

http://www.hersheylegal.com/blog/
Rank this Week: 2172

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/
Rank this Week: 3620

The O'Brien Law Firm LLC Blog

The O'Brien Law Firm LLC Blog

Covers estate planning.

http://www.obrienlaw.net/blog/
  • Nov 13

    Be Aware Of Long-Term Care Cost

    Be Aware Of Long-Term Care Cost
    As you are doing the math and projecting a budget for the latter stages of your life you would do well to be aware of the high and rising costs associated with long-term care. First off, if you are under the impression that it is unlikely…
  • Nov 13

    Be Aware Of Long-Term Care Cost

    Be Aware Of Long-Term Care Cost
    As you are doing the math and projecting a budget for the latter stages of your life you would do well to be aware of the high and rising costs associated with long-term care. First off, if you are under the impression that it is unlikely…
  • Nov 11

    What Are POD Accounts?

    What Are POD Accounts?
    When you are opening an account at a bank you may be offered the opportunity to select a payable on death (POD) option. This can also be done at some financial services companies that you may use when you buy and sell securities. With these…
Rank this Week: 2777

The Ohio Trust & Estate Blog

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: 156

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/
  • Jun 21

    Battles Coming For Muhammad Ali Estatee

    Battles Coming For Muhammad Ali Estatee
    Muhammad Ali was never one to shy away from battles. From heavyweight champions in the boxing ring, to the United States Government, and to the ravaging effects of Parkinson's disease, Ali continued to fight. Now there are growing fears that…
  • May 16

    Prince, Tupac, And Snoop Dogg: 5 Top Musical Planning Mistake

    Prince, Tupac, And Snoop Dogg: 5 Top Musical Planning Mistake
    Prince died without a will. So did Tupac Shakur, Bob Marley, and many other legendary musicians. Snoop Dogg doesn't even want a will. The question is: Why? It seems like such a basic concept; everyone needs a will. Otherwise the laws of the…
  • May 3

    The Prince Estate: Trouble Brewing And Still No Will After 1st Court Hearing

    The Prince Estate: Trouble Brewing And Still No Will After 1st Court Hearing
    Despite the probate process having just begun for Prince's Estate, one thing is clear -- it will be a long and rocky road for everyone involved. While no one can dispute the artistic and creative greatness of the artist whose real name was…
Rank this Week: 384

Toronto Estates & Trusts Monitor

Toronto Estates & Trusts Monitor

Discusses the complications, pitfalls, and the overall state of affairs of trusts and estates in Canada. By Megan F. Connolly.

http://www.torontoestatemonitor.com/
  • Mar 7

    A Faulty Settlement and Some Buyer's Remorse

    A Faulty Settlement and Some Buyer's Remorse
    The recent decision of the Superior Court of Justice in the Murphy Estate considers what happens when parties to a proceeding settle a matter on the basis of faulty facts and one of the parties suffers from “buyer’s remorse”. 
  • Mar 5

    Some Tips on Paying Estate Debt

    Some Tips on Paying Estate Debt
    One of an estate trustee’s duties is to pay the debts that a deceased individual owed when he or she died.  As I have previously discussed, the estate trustee is generally not personally liable for the deceased’s debts – they are paid…
  • Feb 29

    Expecting An Inheritance? You Might Not Be Getting One

    Expecting An Inheritance? You Might Not Be Getting One
    Investor’s Group, a financial services company in Canada, recently released the results of a survey regarding people’s expectations when it comes to receiving an inheritance or leaving one to others. 
Rank this Week: 783

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Aug 22

    The Joy Of Inheriting Appreciated Property

    The Joy Of Inheriting Appreciated Property
    When you inherit property, such as a house or stocks, the property is usually worth more than it was when the original owner purchased it. If you were to sell the property, there could be huge capital gains taxes. Fortunately, when you…
  • Aug 21

    When PODs Go BAD

    When PODs Go BAD
    Are payable on death accounts a simple way to pass assets to heirs or are they a mistake? It sure sounds simple. With a payable on death account or paid on death account, you name a beneficiary who gets the account when you die—no probate,…
  • Aug 20

    QPRT Consideration

    QPRT Consideration
    Among those with wealth primarily concentrated in their home or investment portfolio, there are two types of trusts designed to transfer wealth to heirs and save taxes by removing the assets from the estate. In effect, this reduces the amount…
Rank this Week: 874

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
  • Jun 16

    Presentation At The 2016 Arkansas Bar Association Annual Meeting

    Presentation At The 2016 Arkansas Bar Association Annual Meeting
              Today one of my law partners, Pat James, and I will be privileged to make a presentation at the Arkansas Bar Association Annual Meeting in Hot Springs, Arkansas, where over 1,200 lawyers and…
  • 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 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…
Rank this Week: 4930

Wills and Estate Administration…

Wills and Estate Administration Articles

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

http://njwills.blogspot.com/
  • Jul 26

    Fill Loved Ones in on Your Estate Plan

    Fill Loved Ones in on Your Estate Plan
    Fill Loved Ones in on Your PlansA conversation with friends and family about what you want to happen if you become incapacitated or when you pass away is probably not a conversation you're excited about having. But talking to your loved ones…
  • Jul 26

    Planning Your Funeral: Less Morbid Than It Sound

    Planning Your Funeral: Less Morbid Than It Sound
    Planning Your Funeral: Less Morbid Than It SoundsAlthough making funeral plans now might seem strange, there are many reasons why it is a smart idea.One of the biggest reasons to plan your funeral is to keep someone else from having to. The…
  • Jul 26

    Explore Your Long-Term Care Option

    Explore Your Long-Term Care Option
    Explore Your Long-Term Care OptionsThe majority of us will use some sort of long-term care services as we get older. You may need assistance with activities ranging from bathing, eating and taking medication to shopping for groceries,…
Rank this Week: 4312

Wills, Trusts & Estates Prof…

Wills, Trusts & Estates Prof Blog

By Gerry W. Beyer.

http://lawprofessors.typepad.com/trusts_estates_prof/
  • Jul 26

    Do Doctors Make the Same Dying Mistakes that We Do?

    Do Doctors Make the Same Dying Mistakes that We Do?
    It is often thought that physicians avoid that end of life mistake that most of us make—they do not die in the hospital rather in the comfort of their own home with hospice or palliative care. We cannot believe that...
  • Jul 26

    Article on Antemortem Probate

    Article on Antemortem Probate
    Katherine M. Arango recently published a Note entitled, Trial and Heirs: Antemortem Probate for the Changing American Family, 81 Brook. L. Rev. 779 (2016). Provided below is a summary of the Note: The Pritchett-Dunphy-Tucker family has…
  • Jul 26

    Hershey Trust to Reform Its Governance

    Hershey Trust to Reform Its Governance
    Hershey Trust Co. reached a provisional agreement with the Pennsylvania attorney general to reform the governance practices of the $12 billion charity, which controls the Hershey chocolate company. The trust has faced allegations of…
Rank this Week: 87

Wills, Trusts and Estates Blog

Wills, Trusts and Estates Blog

Covers estate planning, estate administration, probate, trusts and wills. By the Martin Law Firm.

http://www.jbmartinlaw.com/blogs/wills-trusts-and-estates/
  • May 28

    House of Representatives Vote to Repeal Federal Estate Tax

    House of Representatives Vote to Repeal Federal Estate Tax
    As reported in a recent article on syracuse.com,  in a 240 to 179 decision, the House of Representatives voted on April 16, 2015 to repeal the Federal Estate Tax.  While the bill to repeal this tax has passed, President Obama has…
  • Mar 19

    Naming a Facebook Executor isn’t All You Need

    Naming a Facebook Executor isn’t All You Need
    As a follow up to a recent blog regarding how your online accounts are handled upon your death and how you can use your Last Will and Testament to prepare for this, a related topic has been getting attention in the media. Facebook has now…
  • Feb 25

    Pennsylvania Estate Planning: Its Never Too Early to Start

    Pennsylvania Estate Planning: Its Never Too Early to Start
    Pennsylvania estate planning, a concept which you may think only applies to older individuals or those with a lot of money, in reality, is a very important way for even young families to prepare for difficult and emotionally scenarios. In…
Rank this Week: 2692