Search for: "Estate of Powers"
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20 Dec 2013, 8:24 am
Durable powers of attorney for property and health care are two very important estate planning documents. [read post]
28 Dec 2010, 9:29 am
As has been discussed in several posts on this blog, there are a lot of questions about whether life estates, powers of appointment and irrevocable trusts can obtain a step-up in basis under Section 1022. [read post]
6 Dec 2021, 4:32 am
Review Power of Attorney Documents When crafting an estate plan, most individuals create both health care proxy and financial power of attorney documents. [read post]
9 Mar 2022, 9:45 am
Other documents your estate planning attorney can review with you include Durable Financial Power of Attorney and Healthcare Power of Attorney. [read post]
29 Mar 2010, 1:18 pm
All estate plans should include, at minimum, two important estate planning instruments: a durable power of attorney and a will. [read post]
5 Mar 2020, 12:48 pm
Learn everything you need to know about elder law and estate administration including:• Will drafting and the ethics involved• Powers of Attorney and how to prepare them• Living Trusts, both revocable and irrevocable, as estate planning tools• Basic tax considerations under both federal and state law• Estate Administration including duties of executors/fiduciaries and tax returns• Medicaid Planning Includes a bonus 240+ page handbook,… [read post]
31 Aug 2021, 1:38 am
Myth #2: Giving someone the power to manage my finances means I am giving up control. [read post]
4 Mar 2020, 6:32 am
Estate Planning is Always Important I am “pleased” that people are realizing it’s important to ensure your estate planning documents such as your will, living trust, power of attorney, and advance health care directive are in place and up-to-date. [read post]
6 Jun 2017, 12:00 am
A Minnesota Estate Planning Lawyer Explains Why This May Not Be Achieve Your Goals I recently met with a client who informed me that her daughter had financial power over her matters. [read post]
6 Jun 2017, 12:00 am
A Minnesota Estate Planning Lawyer Explains Why This May Not Be Achieve Your Goals I recently met with a client who informed me that her daughter had financial power over her matters. [read post]
19 Aug 2014, 12:24 pm
In the course of estate settlement when a person dies without a Last Will or the creation of a Living Trust, the assets owned in his name may be distributed pursuant to the New York intestacy laws contained in Estates, Powers and Trusts Law (“EPTL”) Section 4-1.1. [read post]
26 Dec 2007, 7:45 am
If you need help with a Florida Power of Attorney contact a Jacksonville Florida Estate Planning Lawyer. [read post]
7 Aug 2020, 6:20 am
What are the Powers and Duties of a Receiver? [read post]
27 Dec 2016, 6:15 am
You lose the opportunity to try to reduce Estate Tax, State inheritance taxes and Federal estate taxes5. [read post]
1 Dec 2003, 12:11 pm
In San Diego, many residents do not have an estate plan. [read post]
28 Jul 2023, 1:00 pm
A beneficiary-controlled trust can have significant implications for income and estate taxes, depending on the extent of the beneficiary's powers. [read post]
23 Dec 2016, 7:53 pm
Credit Trust Will.doc5 WIFE-Uni Credit Trust W.doc6 Power of Attorney.doc7 LIVING WILL LW .doc8 Child power of attorney.doc99 If no children and no beni.docAbout the primary author:Kenneth A. [read post]
14 May 2020, 10:11 am
Update Powers of Attorney, Living Will: When you have a new baby, it’s time to revisit all your estate planning documents to ensure they are up-to-date and not in need of any updating. [read post]
4 Jun 2015, 7:44 am
Include a copy in your estate-planning portfolio. [read post]
25 Jun 2007, 7:31 am
Plan ahead by executing a power of attorney for management of property and personal affairs, advance health care directive and living trust. [read post]
