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6 Mar 2014, 2:35 pm
Life changes may necessitate a trust amendment, a will codicil, a new power of attorney or any of a number of legal documents. [read post]
20 Jan 2011, 1:50 pm
The dust surrounding all the estate tax law “remodeling” is finally settling, and it’s time now for families to give their old (or future) estate plans some serious scrutiny. [read post]
12 Jan 2011, 2:30 pm
The dust surrounding all the estate tax law “remodeling” is finally settling, and it’s time now for families to give their old (or future) estate plans some serious scrutiny. [read post]
14 Dec 2024, 1:13 pm
Harnessing the Power of the Annual Exclusion The annual exclusion for gifts offers a simple and effective way to manage gift taxes. [read post]
3 Feb 2024, 1:33 pm
Durable Powers of Attorney: Empowered Decision-Making During Incapacity Life throws unexpected curveballs. [read post]
13 Sep 2022, 5:00 am
Some estate planning tools, such as trusts, are often used whe [read post]
5 Jan 2025, 5:00 pm
My agent under power of attorney or court appointed guardian who may have been handling my finances while I am alive no longer has any authority after I die. [read post]
8 Jan 2019, 9:16 am
” The question of acquiring private real estate for a wall project is critical, since two-thirds of the project's projected land belongs to private parties. [read post]
15 Feb 2009, 12:28 pm
It's been a very interesting month in the probate and estate planning field for gay rights. [read post]
7 Jun 2022, 7:00 am
You will not be surprised to discover that 81 percent of Americans age 72 and older have such documents as a last will and testament, a power of attorney, a health care proxy and a living will. [read post]
5 Sep 2012, 2:38 pm
Estate planning is about people. [read post]
9 May 2022, 2:10 am
Who will serve as your trusted decisionmakers (executor or personal representative, successor trustee, agent under a financial power of attorney, and agent under a medical power of attorney)? [read post]
12 Jun 2013, 6:00 am
Does everyone have legally operative estate planning documents such as a Last Will and Testament, Power of Attorney, Health Care Proxy, Living Will, and (if appropriate) a Revocable Living Trust? [read post]
18 May 2020, 6:37 am
The family of a Missouri man recently settled an asbestos cancer claim on behalf of his estate. [read post]
29 May 2015, 9:16 am
And despite recommending the importance of estate planning and drafting wills and powers of attorney for clients, friends and family, personally, I’ve been avoiding addressing this issue for some time. [read post]
10 Oct 2012, 3:39 pm
As discussed in my prior Blog posts, ordinarily in New York a spouse cannot be disinherited and New York Estates, Powers and Trusts Law section 5-1.1-A provides that a spouse can elect to receive a share of an estate. [read post]
17 Jul 2013, 9:14 am
You can select potential future decision-makers using an appropriate revocable living trust combined with a durable power of attorney. [read post]
20 Jun 2013, 11:00 pm
Any time you go on vacation you want to be absolutely certain that your estate plan is up to date. [read post]
10 May 2020, 2:23 pm
Power of Attorney. [read post]
25 Oct 2013, 10:17 am
The Health Care Proxy These are sometimes referred to as health care powers of attorney. [read post]