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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
  • Feb 16

    LLC, Corporation, Trade Name, Trademark: Which Do I Need?

    LLC, Corporation, Trade Name, Trademark: Which Do I Need?
    You want to protect your business, but what legal strategy will help you to protect it best? This might sound a little like something Yoda would say, but the particular strategy or strategies will depend upon what you are most interested in…
  • Feb 9

    Fraudulent Conveyances & Asset Protection

    Fraudulent Conveyances & Asset Protection
    Although the idea of asset protection, i.e. protecting assets from creditors of the a person who owns them, may seem simple at first glance, it's not. In reality, implicit in asset protection is a rather nuanced process of dealing with the…
  • Feb 7

    Adopted Children & Arizona’s Intestacy Statute

    Adopted Children & Arizona’s Intestacy Statute
    If a person dies without a will in Arizona, can that person's children who were adopted by another person or persons still inherit from the decedent's probate estate? It depends. Arizona's Intestacy statue provides the following, in part: B.…
Rank this Week: 2969

Potter Law Firm Blog

Potter Law Firm Blog

Covers estate planning and elder law.

http://www.potterestateplanning.com/blog/
  • Jun 30

    Using Medicaid Planning to Prepare for the High Cost of Nursing Home

    Using Medicaid Planning to Prepare for the High Cost of Nursing Home
    Do you have a plan in place to deal with the high costs of any future nursing home care? If not, then you need to discover how a Medicaid lawyer can help you protect yourself and your interests. We often hear about how important it is that we…
  • Jun 28

    How Long Does Probate Take, and Why?

    How Long Does Probate Take, and Why?
    Most people give little thought to probate until they end up having to deal with the process as an executor or find themselves waiting to receive an inheritance. As a rule, probate is usually simple to avoid – just as long as you have…
  • Jun 26

    Recognizing the Benefits of a Durable Power of Attorney

    Recognizing the Benefits of a Durable Power of Attorney
    Many individuals will create a living trust to ensure that an individual they trust has the ability to manage their finances if they are unable.  If an individual does not have a living trust as part of his estate plan, or even if he…
Rank this Week: 392

PrivateCounsel Blog

PrivateCounsel Blog

Covers estate planning and business law. By David Hiersekorn.

http://privatecounsel.wpengine.com/blog/
  • Nov 27

    The Four Stages of Business Growth

    The Four Stages of Business Growth
    As businesses grow, they go through several distinct stages – from startup through maturity. There are several different models used to describe these states. One of the most popular systems, originally published in the Harvard Business…
  • Nov 11

    teelers v patriot

    teelers v patriot
  • Nov 7

    The Truth About Personal Risk Management Part 2: Using Trusts in Estate Planning

    The Truth About Personal Risk Management Part 2: Using Trusts in Estate Planning
    Paying insurance premiums to protect against potential losses frees us mentally to enjoy driving a car, leave our house empty while on vacation and receive medical treatment for an injury or illness. In the same way, the use of trusts acts…
Rank this Week: 4333

Purcell & Amen, L.L.C. Blog

Purcell & Amen, L.L.C. Blog

Covers elder law and estate planning.

http://yourestatematters.com/blog/
  • Dec 16

    Financial Abuse of the Elderly Is Among the Fastest Growing Crimes in America

    Financial Abuse of the Elderly Is Among the Fastest Growing Crimes in America
    Over the last several decades the elderly population in the United States has grown considerably, and it shows no signs of slowing down. In fact, experts predict that by the year 2050 the number of older Americans (65 and older) will…
  • Dec 15

    Why Co-Habitating Couples Need an Estate Plan

    Why Co-Habitating Couples Need an Estate Plan
    Not all that long ago in the United States society frowned on couples who lived together outside of the bonds of matrimony. In the 21st century though, more and more couples are choosing to put off marriage until later in life, or forego the…
  • Dec 14

    Life Events that Should Trigger an Estate Plan Update

    Life Events that Should Trigger an Estate Plan Update
    In the United States it is estimated that less than half of all adults have an estate plan in place. If you are among that minority you are to be commended; however, do not make the mistake that people so often make of forgetting about your…
Rank this Week: 2012

Redlands Veterans' Affairs…

Redlands Veterans' Affairs Attorney Blog

Covers estate planning and elder law. By Esther Wang.

http://www.california-elder-law.com/blog/
  • Oct 20

    Long-term care planning is vital for the LGBTQ community

    Long-term care planning is vital for the LGBTQ community
    Many LGBTQ Californians believe in spending for today instead of saving for tomorrow. Unfortunately, this approach may make it much more difficult when they grow older. If people need long-term care at some point in their lives, their…
  • Oct 14

    Long-term disability insurance offers security, peace of mind

    Long-term disability insurance offers security, peace of mind
    In a survey conducted by a trade association, 65 percent of those who responded said they thought most people should have disability insurance. Only 48 percent thought they themselves needed it, though, and only 20 percent actually had it.…
  • Oct 13

    Advice for principals considering powers of attorney

    Advice for principals considering powers of attorney
    California residents who are considering how their estates will be managed if they become incapacitated might want to execute a power of attorney. An individual, called the principal, creates this document to designate a trusted party, called…
Rank this Week: 2022

Rhode Island Estate Planning and…

Rhode Island Estate Planning and Elder Law Blawg

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

http://riestateplanning.blogspot.com/
  • Nov 20

    Federal Estate Exclusion Up Slightly to $5.49M in 2017

    Federal Estate Exclusion Up Slightly to $5.49M in 2017
    The Internal Revenue Service has announced that the basic federal estate tax exclusion for the estates of decedents dying during calendar year 2017 will be $5.49 million, up from $5.45 million for calendar year 2016.  In addition,…
  • Mar 12

    What is Medicaid and why would my parents need it for nursing home coverage?

    What is Medicaid and why would my parents need it for nursing home coverage?
    Medicaid (called "MassHealth" in Massachusetts, and "Ritecare" in Rhode Island) is a joint federal-state program that provides health insurance coverage to low-income children, seniors, and people with disabilities. Importantly, unlike almost…
  • Aug 26

    What rights do I have as a trust beneficiary?

    What rights do I have as a trust beneficiary?
    As a trust beneficiary, you may feel like you are at the mercy of the trustee, but depending on the type of trust, trust beneficiaries may have rights to ensure the trust is properly managed.A trust is a legal arrangement through which one…
Rank this Week: 3393

Rule of Law

Rule of Law

Covers British Columbia wills, trusts and estates law, elder law and estate litigation. By Stan Rule.

http://rulelaw.blogspot.com/
  • Oct 15

    2017 Canadian Elder Law Conference

    2017 Canadian Elder Law Conference
    I have the privilege of speaking at this year's Canadian Elder Law Conference at the Pan Pacific Hotel, in Vancouver, B.C. The 2017 Conference will be held on Thursday, November 2, and Friday, November 3.I will be on a panel with Sara…
  • Oct 7

    B.C. Supreme Court Rules Committee Inviting Comments on Proposed Changes to Probate Rule

    B.C. Supreme Court Rules Committee Inviting Comments on Proposed Changes to Probate Rule
    The Attorney General’s B.C. Supreme Court Rules Committee is requesting comments on proposed changes to the probate rules. You can read the proposed changes here.A couple of the proposed changes caught my eye. One proposed changes to…
  • Sep 10

    Undue Influence by Inducing False Beliefs: Re: Patterson Estate

    Undue Influence by Inducing False Beliefs: Re: Patterson Estate
    Undue influence usually implies coercion. Someone may challenge a will or a benefit in a will on the basis that another procured the will or benefit by applying pressure to the will maker. The pressure may be overt threats of violence, or…
Rank this Week: 71

Sabin & Associates, PLLC Blog

Sabin & Associates, PLLC Blog

Covers elder law and estate planning in Tennessee.

http://blog.epctn.com/
  • Oct 20

    The Widow of Alan Thicke Wins First Round

    The Widow of Alan Thicke Wins First Round
    Disagreement between stepparents and stepchildren isn’t unusual. However, the fight over Thicke’s estate is taking interesting turns. Alan Thicke and his widow had a prenuptial agreement that gave her certain assets upon his death. She…
  • Oct 19

    Life Insurance Is Beneficial but Must Be Handled Correctly

    Life Insurance Is Beneficial but Must Be Handled Correctly
    The primary benefits can’t be paid out, if there is confusion on the beneficiary. The idea of life insurance in estate planning is to give the heirs some ready cash while the estate is being settled. However, it doesn’t always work out…
  • Oct 18

    Americans Are Not Saving Enough

    Americans Are Not Saving Enough
    It seems to be difficult to save for elder years and there are fewer and fewer pensions offered. It is thought that people can save more through their 401(k) during their working years than with traditional pension plans. However, the truth…
Rank this Week: 3315

Shober & Rock Blog

Shober & Rock Blog

Covers elder law in Pennsylvania.

http://shober-rock.com/the-blog/
  • Dec 6

    Important Elder Law Distinction

    Important Elder Law Distinction
    1. A Will vs Living Will. Your Will passes your property to your heirs at your death. A Living Will is a document that sets forth your wishes for medical treatment when you are terminally ill. A Will names an Executor at your death and a…
  • Dec 6

    Important Elder Law Distinction

    Important Elder Law Distinction
    1. A Will vs Living Will. Your Will passes your property to your heirs at your death. A Living Will is a document that sets forth your wishes for medical treatment when you are terminally ill. A Will names an Executor at your death and a…
  • Sep 23

    Dementia or side effect? Anxiety drugs and the elderly.

    Dementia or side effect? Anxiety drugs and the elderly.
    We work with the individuals and families in crisis. We are usually called upon when a parent, grandparent or loved one starts to fail — which may be defined by being unable to perform one or more of the activities of daily living. Our…
Rank this Week: 1835

Simmons & Schiavo, LLP Blog

Simmons & Schiavo, LLP Blog

Covers estate planning and elder law.

http://blog.sslawoffices.com
  • Oct 20

    2018 Estate Tax Exemption Projection

    2018 Estate Tax Exemption Projection
    Experts predict that the estate tax exemption for 2018 will increase slightly to $5.49 million for a single person and $10.98 million for couples. The IRS has not yet announced what the 2018 estate tax exemption will be. However, expert…
  • Oct 19

    Estate Tax Repeal Could Hurt Charitie

    Estate Tax Repeal Could Hurt Charitie
    People who are opposed to eliminating the estate tax are often seen as wanting to do nothing more than to punish the wealthy. However, some of them are more concerned about the impact that estate tax repeal could have on charities. At first…
  • Oct 18

    Estate Planning Is Ongoing Proce

    Estate Planning Is Ongoing Proce
    It is not enough to get an estate plan once and leave it alone for all time. It needs to be constantly reviewed and updated to take account of changing circumstances. Some people can get away with getting an estate plan once and never looking…
Rank this Week: 1478

South Carolina Nursing Home Blog

South Carolina Nursing Home Blog

Covers nursing home abuse and litigation. By Poliakoff & Associates.

http://www.scnursinghomelaw.com/
  • Oct 21

    Financial Exploitation

    Financial Exploitation
    The Charleston Gazette-Mail reported that Veneford Blankenship who oversaw financial operations at a nursing home pleaded guilty to federal mail fraud, according to a news release from U.S. Attorney Carol…
  • Oct 20

    Trump’s Violation of Article II

    Trump’s Violation of Article II
    Vox had an interesting article explaining how Trump’s admission and attempts to destroy the Affordable Care Act violates his sworn oath to the Constitution.  “The president has a legal obligation, under Article II of the US…
  • Oct 20

    Criminal Neglect or Standard of Care?

    Criminal Neglect or Standard of Care?
    WREG reported that maggots were found inside the wound from an amputation according to police.  Memphis Police said they are investigating an elder abuse case involving a patient.  According to a police report, the…
Rank this Week: 254

South Florida Elder Law and…

South Florida Elder Law and Medicaid Planning Blog

Covers medicaid, long-term care planning and other elder law issues impacting Floridians. By Neufeld, Kleinberg & Pinkiert, PA.

https://www.elderneedslaw.com/blog
Rank this Week: 1046

Southern California Nursing Home…

Southern California Nursing Home Abuse Lawyer Blog

Covers various nursing home abuse and elder neglect issues such as signs and symptoms of neglect, and California Elder Abuse and Neglect Law. By Walton Law Firm LLP.

http://www.nursinghomeabuselawyerblog.com/
  • Oct 20

    Consent and Capacity in Nursing Home Abuse Case

    Consent and Capacity in Nursing Home Abuse Case
    If you have an older parent or other family member who resides in a nursing home in Poway or elsewhere in Southern California, it is important to understand the risks of nursing home abuse and neglect. In recent years, numerous studies have…
  • Oct 6

    Serious Nursing Home Abuse Cases May Go Unreported

    Serious Nursing Home Abuse Cases May Go Unreported
    If you have an elderly loved one who currently resides in an Escondido nursing home or assisted living facility, it is important to properly assess the risks of elder abuse and neglect. According to a recent report from NPR, particularly…
  • Sep 22

    Restraining Orders in San Marcos Nursing Home Abuse Case

    Restraining Orders in San Marcos Nursing Home Abuse Case
    When a senior in San Marcos suffers injuries as a result of nursing home neglect or elder abuse, family members should know that this might not be a one-time occurrence. A fact sheet from the World Health Organization (WHO) emphasizes that…
Rank this Week: 3969

Special Needs, Elder Law, Wills,…

Special Needs, Elder Law, Wills, Trusts, Estates & Tax Blog

By Friedman Law.

http://specialneedsnj.com/blog/
  • Aug 29

    IRS Resolves the “Key West Dilemma” by Recognizing Same Sex Marriages Throughout the U.S.

    IRS Resolves the “Key West Dilemma” by Recognizing Same Sex Marriages Throughout the U.S.
    by attorney Mark R. Friedman, FriedmanLaw The IRS announced today that they would treat same-sex couples as legally married based upon the couple’s state of ceremony, not their state of residence. In June, the Supreme Court struck down…
  • Aug 3

    Plan Your Estate to Benefit Your Loved Ones– Not the Taxman

    Plan Your Estate to Benefit Your Loved Ones– Not the Taxman
    [The following article is by guest blogger Julie Donald, a freelance writer with a strong background is finance.  Julie obviously knows her stuff and FriedmanLaw/SpecialNeedsNJ.com are proud to feature her work.] While…
  • May 17

    Social Security Amends POMS Governing Special/Supplemental Needs Trust Expenditure

    Social Security Amends POMS Governing Special/Supplemental Needs Trust Expenditure
    People with serious disabilities often qualify for government benefits like Supplemental Security Income (SSI) and Medicaid that limit eligibility based on finances.  Thus personal injury recoveries attributable to a disabled person…
Rank this Week: 948

Swendson Fey Law Blog

Swendson Fey Law Blog

Covers elder law and estate planning.

https://smll.wordpress.com/
  • Jun 23

    Who said the law is intuitive?

    Who said the law is intuitive?
    You should not trust your instincts, but check things out with an attorney before acting.  Sometimes, it just takes a phone call.   A recent Wisconsin Law Journal article gives a good example.  A mother got a loan from a bank…
  • May 2

    Providing Flexibility by Adding Trust Protectors to Your Estate Planning

    Providing Flexibility by Adding Trust Protectors to Your Estate Planning
    Trust protectors (aka Trust Advisors) have long been used in British Commonwealth countries, originating with offshore asset protection trusts.  With these trusts, their role was limited mostly to overseeing the foreign trustee and to…
  • Dec 23

    A Unique Opportunity

    A Unique Opportunity
    The new tax law (2010 Tax Relief Act) creates an once-in-a-lifetime planning opportunity that ends at midnight, December 31, 2010.   Generally, transfers (greater than $13,000 per year) to generations younger than children are subject to…
Rank this Week: 2937

Swinton Elder Law & Family…

Swinton Elder Law & Family Protection Blog

Covers New Jersey estate planning and elder law issues. By Daniel S. Swinton.

http://swintonlaw.blogspot.com/
  • Oct 7

    Policy Experts Agree: The U.S. System for…

    Policy Experts Agree: The U.S. System for Financing Long-Term Care is CrumblingAccording to Forbes.com:  "America’s system for financing long-term care is failing, and the window for creating a payment system that works is rapidly…
  • Jul 12

    Bankruptcy Trustee Is Entitled to Funds…

    Bankruptcy Trustee Is Entitled to Funds Transferred in Order to Qualify for MedicaidThe following article serves as a warning about do-it-yourself estate planning.  An effective technique of protecting assets from nursing homes and long…
  • Sep 27

    How Gifts Can Affect Medicaid Eligibility

    How Gifts Can Affect Medicaid Eligibility
    . We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with your…
Rank this Week: 4219

Sykes Elder Blawg

Sykes Elder Blawg

Covers medicaid planning, special needs trusts and estate planning topics for Pennsylvania seniors and their families. By Andrew G. Sykes.

http://www.elderlawofpgh.com/blog/
  • May 11

    Will the bank honor your power of attorney?

    Will the bank honor your power of attorney?
    A recent article in the New York Times reported on the resistance of banks (and other financial institutions) to honor requests by someone holding power of attorney for an incapacitated person. In one case, the son of a woman with…
  • May 6

    Who can contest a will?

    Who can contest a will?
    Who can file a will contest under Pennsylvania law? Quick answer: only someone who would benefit financially from having the will declared invalid. Suppose John Doe signs his first and only Last Will and Testament on his death bed. It was…
  • Apr 26

    Pennsylvania authorizes ABLE Act accounts for the disabled

    Pennsylvania authorizes ABLE Act accounts for the disabled
    Many disabled individuals in the U.S. receive public benefits from programs that place restrictions on the dollar amount (typically $2,000) of assets a recipient can own. Medicaid and SSI are two examples. Federal and state law allow the…
Rank this Week: 937

The Ankin Law Blog

The Ankin Law Blog

Personal Injury, Worker's Compensation, and Social Security blog.

http://ankinlaw.com/blog/
  • Oct 18

    Aging Truck Drivers Face Medical Conditions that Reduce Roadway Safety

    Aging Truck Drivers Face Medical Conditions that Reduce Roadway Safety
    Aging commercial truck drivers face medical conditions that create safety hazards for themselves and other drivers. The physical and mental exhaustion associated with trucking can negatively impact many age-related conditions. Age-Related…
  • Oct 11

    Delivering the Mail can be a Dangerous Job [Infographic]

    Delivering the Mail can be a Dangerous Job [Infographic]
    According to the USPS, postal workers suffer more than 5,000 injuries from dog bites and attacks every year. Studies show that postal workers who deliver the mail rank third for the most reported dog bites and attacks. Dog Bites and Attacks…
  • Oct 4

    Why Sitting in Back Isn’t So Safe

    Why Sitting in Back Isn’t So Safe
    In a car crash, sitting in the back seat can be more dangerous than sitting in the front seat. Recent studies show that backseat passengers are 46 percent more likely to die in motor vehicle accidents than front seat drivers and passengers.…
Rank this Week: 1658

The Connecticut Elder Law Blog

The Connecticut Elder Law Blog

News, stories, thoughts and insight on elder law in Connecticut. By Michael J. Keenan.

http://ctelderlawblog.typepad.com/the_connecticut_elder_law/
  • Mar 17

    What You CAN'T Accomplish with a Revocable Living Trust

    What You CAN'T Accomplish with a Revocable Living Trust
    Revocable living trusts are often a very useful tool when it comes to estate planning, and most of my clients opt to set one up. This is particularly true if minimizing probate involvement upon your death is a major planning...
  • Mar 14

    The Latest on ABLE Account

    The Latest on ABLE Account
    Here are the important aspects of an "ABLE" account, which is an important new tool in the world of special needs planning: Available to any disabled individual who was diagnosed with their condition prior to age 26. Tax-free growth. The...
  • Mar 9

    Nationally Broadcast Webinar on "Gifting the House", June 29th

    Nationally Broadcast Webinar on "Gifting the House", June 29th
    Happy to announce that I will be participating in a nationally-broadcast webinar on Thursday, June 29th from 1:00pm ET to 2:30pm ET. I will be joined by two Kentucky elder law attorneys, Kelly Gannot, Esq. and Misty Clark VanTrease. Esq....
Rank this Week: 1458

The Edwards Law Firm Blog

The Edwards Law Firm Blog

Covers Florida estate planning.

http://www.edwardslawfirm.com/blog/
  • Dec 6

    Top Reasons To Consult an Elder Law Attorney

    Top Reasons To Consult an Elder Law Attorney
    Top Reasons To Consult an Elder Law Attorney from William T Edwards, Jr. If you have questions related to estate planning; if you are concerned about what you have done in the past, it’s best to see what an elder law attorney can do for…
  • Apr 29

    Top Estate Planning Tips for 2016

    Top Estate Planning Tips for 2016
    Top Estate Planning Tips for 2016 from William T Edwards, Jr. Let 2016 be the year that you finally tackle the task of ensuring your estate plan is in place.
  • Aug 10

    Free Report: Florida Estate Planning for Newlyweds After 50 and The Blended Family

    Free Report: Florida Estate Planning for Newlyweds After 50 and The Blended Family
    Once you have your estate plan updated and all of the new issues properly addressed, you can move forward with the confidence that this new chapter will indeed have a happy ending.  Did you know that more than one in three people ages 50…
Rank this Week: 1980

The Elder Care Neglect Blog

The Elder Care Neglect Blog

Offers news and advice on the area of nursing home neglect, abuse, and injury in Pennsylvania and New Jersey. By Gavin P. Lentz.

http://www.eldercareneglect.com
  • Feb 18

    Trial Begins in Wrongful Death Lawsuit against a Georgia Assisted Living Facility

    Trial Begins in Wrongful Death Lawsuit against a Georgia Assisted Living Facility
    Charlotte Pauline Dean—who suffered from cerebral palsy—was just forty-seven years old when she was placed in the Country Crossing Assisted Living facility in Lafayette, Georgia. The home was to have provided the care she needed. Instead,…
  • Jan 31

    Patient Neglect Costs New York City Nursing Home $19 Million at Trial

    Patient Neglect Costs New York City Nursing Home $19 Million at Trial
    In early December, 2009, a Brooklyn, New York jury awarded $19 million to the family of a neglected nursing home patient. The victim, John Danzy, who was suffering from Alzheimer’s disease, was placed by his family into the Brooklyn Queens…
  • Jan 21

    Washington Nursing Home Neglects Patient, Allowing Undiagnosed Cancer to Run its Course

    Washington Nursing Home Neglects Patient, Allowing Undiagnosed Cancer to Run its Course
    Charles Bradley was ninety-three years old when his family made the difficult decision to place him in nursing care. He was admitted to the Everett Care & Rehabilitation Center, in Everett, Washington, in late 2004. Bradley lived at the…
Rank this Week: 4420

The Elder Firm, LLC

The Elder Firm, LLC

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

http://www.columbiaelderlaw.blogspot.com/
Rank this Week: 2833

The Law Office of Alexis B. Levitt…

The Law Office of Alexis B. Levitt Blog

Covers caregiver issues, estate planning, living at home and special needs trusts.

http://www.alexislevitt.com/blog/
  • Apr 24

    Open House @ New England Village – attn Parents of Special Needs Adult

    Open House @ New England Village – attn Parents of Special Needs Adult
    Admissions Open House Saturday, April 29, 2017, 10:00am – 1:00pm Learn all about their residential, day services and community offerings. RSVP preferred Please contact Mary Stanley at 781-293-5461, ext. 113 or…
  • Mar 13

    Elder Care Workshop Series at Norwell Public Library

    Elder Care Workshop Series at Norwell Public Library
    Getting older? Taking care of someone who is? Come to this series to learn some helpful tips from local Elder Services professionals.   Wednesday, March 15: “Learn to Speak Alzheimereze” Discover tips to work with a person…
  • Mar 9

    Repeal & Replace of ObamaCare, a/k/a RyanCare

    Repeal & Replace of ObamaCare, a/k/a RyanCare
    There are so many articles coming out right now trying to summarize RyanCare.  I’ve gone straight to my favorite source for all things medical financing – the Kaiser Foundation.  Their reports are well researched,…
Rank this Week: 2911

The Law Office of Michael…

The Law Office of Michael Robinson, P.C.

Covers elder law and estate planning.

http://www.mrobinsonlaw.com/blog/
  • Nov 2

    What Are the Gift Tax Exclusions?

    What Are the Gift Tax Exclusions?
    The federal gift tax can be a factor for you if you are going to be passing along significant resources. There are however a few gift tax exclusions that can be utilized to transfer assets tax-free. One of these exclusions is the $14,000 per…
  • Dec 25

    Free Report: Revocable Living Trusts in New York: Benefits and Importance

    Free Report: Revocable Living Trusts in New York: Benefits and Importance
    The main benefit of a revocable living trust comes after you die and it’s time to pass your property on to inheritors. The property you pass through your living trust will give you a chance to ensure that your inheritors receive…
  • Dec 25

    Free Report: Revocable Living Trusts in New York: Benefits and Importance

    Free Report: Revocable Living Trusts in New York: Benefits and Importance
    The main benefit of a revocable living trust comes after you die and it’s time to pass your property on to inheritors. The property you pass through your living trust will give you a chance to ensure that your inheritors receive…
Rank this Week: 2027

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 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…
Rank this Week: 2504

The Official Medicare Blog and…

The Official Medicare Blog and Information Resource

Follows the issues related to Medicare Set Asides and MMSEA compliance. By MEDVAL, LLC.

http://www.medval.com/blog/
  • Oct 16

    Another Michigan Spine Case

    Another Michigan Spine Case
    Opinion out of the U.S. District Court for the Eastern District of Michigan reported on October 13, 2017 shows that the Michigan Spine and Brain Institute is at it again. You may recall that in 2013, there were a series of opinions stemming…
  • Oct 13

    Class Action MAO Recoveries Are Continuing

    Class Action MAO Recoveries Are Continuing
    On August 10, 2017, MSP Recovery Claims, LLC filed a class action complaint against Safeco Insurance Company of America in a Florida Circuit Court.  Yesterday, the Defendants filed a request for removal of the matter to Federal…
  • Oct 9

    New Medicare Secondary Payer Recovery Contract Awarded

    New Medicare Secondary Payer Recovery Contract Awarded
    On October 5, the Centers for Medicare and Medicaid Services (CMS) awarded Performant Financial Corporation the Commercial Recovery Center (CRC) contract.  The contract was previously awarded to CGI Federal two years ago, when the CRC…
Rank this Week: 595

The Zimmer Law Firm

The Zimmer Law Firm

Covers elder law, estate planning, Medicaid, probate, wills and trusts.

http://www.zimmerlawfirm.com/blog/
  • Oct 10

    A Living Trust is Key if You’re the Family Breadwinner

    A Living Trust is Key if You’re the Family Breadwinner
    Cincinnati trust attorneys can assist you in determining if creating a trust is important for you. There are many circumstances in which trust creation makes sense and you should strongly consider working with an experienced attorney at…
  • Oct 5

    Can You Give Away Your Wealth to Get Medicaid?

    Can You Give Away Your Wealth to Get Medicaid?
    The Medicaid planning process is an important process because there is a very substantial likelihood you will need Medicaid to pay for the costs of nursing home care or long term care in your home.  Medicaid is generally the only source…
  • Oct 2

    Basics of Estate Planning: Estate Planning for Major Life Event

    Basics of Estate Planning: Estate Planning for Major Life Event
    An estate planning attorney assists throughout the client’s life. This blog examines the role of the estate planning attorney at various stages. It also looks at the various documents which the attorney might prepare as they counsel…
Rank this Week: 3312

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 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…
  • 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…
Rank this Week: 2913

Unique Estate Law Blog

Unique Estate Law Blog

Covers elder law and estate planning.

http://uniqueestatelaw.com/lawyer/blog/Unique_Estate_Law_Blog.htm
  • Oct 1

    What Happens If You Die Without a Will?

    What Happens If You Die Without a Will?
    A will sets out whom you would like to get your property when you pass away. It also appoints someone who will settle your estate on your behalf. While you can certainly plan your estate without a will, a will is often considered one of the…
  • Sep 26

    The Will Names You As A Minnesota Personal Representative (Executor), Now What?

    The Will Names You As A Minnesota Personal Representative (Executor), Now What?
    A Minneapolis Probate Lawyer Helps You Understand the Responsibilities of Being a Personal Representative (Executor) for an EstateYou remember so clearly how proud you were when you received the telephone call from your Aunt Emma! She…
  • Sep 26

    The Will Names You As A Minnesota Personal Representative (Executor), Now What?

    The Will Names You As A Minnesota Personal Representative (Executor), Now What?
    A Minneapolis Probate Lawyer Helps You Understand the Responsibilities of Being a Personal Representative (Executor) for an EstateYou remember so clearly how proud you were when you received the telephone call from your Aunt Emma! She…
Rank this Week: 255

Utah Estate Planning

Utah Estate Planning

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

http://www.utahestateplanning.typepad.com/
  • Oct 20

    Common Estate Planning Mistakes You Can Avoid

    Common Estate Planning Mistakes You Can Avoid
    “When someone dies, not only must friends and family deal with their grief, but often, they must also start untangling the estate planning laws and regulations that suddenly come into play.”
  • Oct 19

    Discussing Your Estate Plan with Your Family

    Discussing Your Estate Plan with Your Family
    “Relationships matter more than anything else”
  • Oct 18

    Advice for Unpaid Family Caregiver

    Advice for Unpaid Family Caregiver
    “Among the many words used to describe family caregivers—invisible, overwhelmed, heroic, to name just a few—one is often just assumed. That word is “unpaid.” Although family caregivers are often praised as a critical part of the…
Rank this Week: 204

Vandrew Law Blog

Vandrew Law Blog

Covers asset protection, estate planning, tax law, and small business law.

http://vandrew.com/
  • Jul 21

    IRAs & 401(k)s Holding Bitcoin Directly: Step-by-Step Guide to Avoiding Prohibited Transaction Trap

    IRAs & 401(k)s Holding Bitcoin Directly: Step-by-Step Guide to Avoiding Prohibited Transaction Trap
    Practicing in estate planning, wills, and trusts, I’m often called upon to help my clients with their IRAs, Roth IRAs, 401(k)s, and other retirement accounts. As I write this, yields in many traditional retirement investments are at all…
  • Jul 12

    Estate Planning Traps & Bitcoin: 5 Things Bitcoin Holders Must Do Today

    Estate Planning Traps & Bitcoin: 5 Things Bitcoin Holders Must Do Today
    When it comes to estate planning, very little has been mentioned about bitcoin. While bitcoin is subject to wills and revocable living trusts like any other asset, there are some special considerations. Most seasoned holders of bitcoin are…
  • Jun 3

    6 Things You Can Do Right Now To Live Richer and Leave More for Your Loved One

    6 Things You Can Do Right Now To Live Richer and Leave More for Your Loved One
    When talking about estate planning, we often get all twisted up in the mechanisms (revocable living trusts, wills, death taxes, etc.). We then lose sight of the bigger picture, which is how to live more richly with the time we do have. When I…
Rank this Week: 2849

Virginia Disability Law Blog

Virginia Disability Law Blog

Covers Social Security disability law and special needs trusts. By Sheri R. Abrams.

http://sheriabrams.com/blog
  • Oct 18

    Conditions Added to Compassionate Allowance List

    Conditions Added to Compassionate Allowance List
    SSA announced the addition of three conditions to its Compassionate Allowance (CAL) list on September 5. There are now 228 conditions that qualify for expedited processing through the CAL program. The three new Compassionate Allowance…
  • Oct 16

    Safeguard Your Child’s Financial Future Without Jeopardizing Benefits Using a Special Needs Trust

    Safeguard Your Child’s Financial Future Without Jeopardizing Benefits Using a Special Needs Trust
    For many families that have a loved one with disabilities, access to federal and/or state benefits is critical and essential.  Even if the family has the financial means to pay for care, access to Medicaid may still be necessary.…
  • Oct 13

    Social Security Recipients to Get the Biggest Raise in Years!

    Social Security Recipients to Get the Biggest Raise in Years!
    The Social Security Administration has just announced that people receiving Social Security Retirement, Social Security Disability and Supplemental Security Income (SSI) will be getting a raise in 2018, the largest increase since 2012. It…
Rank this Week: 3709

Walker Lambe

Walker Lambe

Covers North Carolina elder law and estate planning.

http://www.organizeyourassets.com/blog/
  • Apr 20

    Is Probate Always Required?

    Is Probate Always Required?
    When you are making any type of important financial decision, you are going to do your research. This should extend to your estate planning efforts. You should understand all of your options with regard to asset transfer vehicles, and you…
  • Apr 5

    DRAFT How Can You Provide for Your Pet in Your Estate Plan?

    DRAFT How Can You Provide for Your Pet in Your Estate Plan?
    You may wonder if it is possible to provide for your pet in your estate plan. The answer is yes, there are steps that you can take to make sure that your pet is provided for come what may. One way to include your pet in your estate plan would…
  • Feb 18

    When Might I Need an Elder Law Attorney?

    When Might I Need an Elder Law Attorney?
    Elder law is a relatively new area of the law, having only recently evolved as an answer to the growing legal needs of the elderly population in the United States.  Because it is a relatively new area of the law, many people are unsure…
Rank this Week: 3318

Western New York Elder Law Blog

Western New York Elder Law Blog

Covers New York estate planning, probate, elder law and health care issues. By Dutcher & Zatkowsky.

http://www.dutcher-zatkowsky.com
  • Oct 17

    Celebrating National Healthcare Quality Week

    Celebrating National Healthcare Quality Week
    It’s estimated that one in 25 hospitalized patients will acquire an infection. This is a frightening statistic, especially when coupled with the fact that many of these could be antibiotic-resistant “superbugs.” This…
  • Oct 12

    Take The Stress Out Of Estate Planning

    Take The Stress Out Of Estate Planning
    When people think of estate planning, they tend to want to run the other way and shut down the conversation. Miles Zatkowsky, a Rochester Elder Law Attorney, understands this and he and his legal team work with individuals to take the fear…
  • Oct 9

    National Caregiver’s Month: How To Navigate Long-Distance Caregiving

    National Caregiver’s Month: How To Navigate Long-Distance Caregiving
    Whether families move away for work, school or other opportunities, it’s estimated that more than ten percent of family caregivers live at least an hour away from their aging loved ones. These long-distance caregivers face many of the…
Rank this Week: 566

Wisconsin Estate Planning

Wisconsin Estate Planning

Covers Wisconsin estate planning, elder law, probate and trust administration, real estate law, business organization, and individual income tax preparation. By Tesar Law Group, S.C.

http://blog.tesarlaw.com/
  • Nov 11

    Should Your Aging Parent Live with You?

    Should Your Aging Parent Live with You?
    Whether or not an aging parent should live with their adult children requires planning and discussion of the potential challenges that may come up.
  • Nov 9

    How Aging Parents and Adult Children Can Get on the Same Page

    How Aging Parents and Adult Children Can Get on the Same Page
    Conversations about support and care for parents need to start early for the changing relationship to work for everyone.
  • Nov 7

    ABLE Accounts Help Special Needs Familie

    ABLE Accounts Help Special Needs Familie
    These special accounts allow disabled individuals to have tax-free savings accounts without putting their eligibility for means-tested government programs at risk.
Rank this Week: 2740

You and Yours Blawg

You and Yours Blawg

Covers business law, elder law, estate planning and tax law. By Deirdre R. Wheatley-Liss.

http://youandyoursblawg.blogspot.com/
  • Aug 6

    You and Yours Blawg is Moving

    You and Yours Blawg is Moving
    Category: Elder Law, Estate Planning, Estate and Inheritance Tax, Business Law and Planning, Tax Law and Planning, Probate and Estate Administration, Financial Planning, Miscellaneous Musing
  • Mar 20

    Haven't Paid NJ Taxes? Now Might Be the Time

    Haven't Paid NJ Taxes? Now Might Be the Time
    Category: Tax Law and PlanningCourtesy of JH Cohn:New Jersey Enacts Tax Amnesty Program"New Jersey Governor Jon Corzine has signed a bill creating a 45-day New Jersey state tax amnesty period that will end no later than June 15, 2009.…
  • Mar 16

    Lets get Banks Lending - SBA Loan Guarantee Amount to 90%

    Lets get Banks Lending - SBA Loan Guarantee Amount to 90%
    Category: Business Law and Planning
Rank this Week: 2344