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States Race to the Bottom with Trust Laws

September 2nd, 2016

In the U.S. each individual state has wide latitude to determine its own laws for handling trusts. Many are concerned that a small handful of states are using that latitude to race to the bottom. Delaware has long been known for having trust-friendly… Read More

Categories: Aging Issues, Current Affairs, Elder Abuse, Elder Law, Estate Planning, Succession, Taxes, Trust Funding, Weblogs, Will

Tags: Trusts

Estate Planning after Retirement

July 26th, 2016

Every stage of life presents its own estate planning issues and areas of concern. Retirement is no different. Most estate planning attorneys advise people to review their estate plans every couple of years to make sure the plans are still effective a… Read More

Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Long Term Care, Medicaid, Power of Attorney, Succession, Taxes, Trust Funding, Weblogs, Will

Tags: estate planning, Estate Tax, Retirement, Trusts

Trust Creation Mistakes

July 20th, 2016

Creating a trust can be complicated and even experts make mistakes. There are some common mistakes that are made that you should be aware of to make sure that your lawyer does not make them. When you hire an attorney to create a trust for you, do not… Read More

Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Power of Attorney, Probate, Succession, Taxes, Trust Funding, Weblogs, Will

Tags: estate planning, Trusts

Everything Is Not Always Bad for Estates

May 26th, 2016

Most of the news that people hear or read about estate plans, trusts, wills and probate is negative. In reality most of the time outcomes are positive. Over the years, much has been said and written regarding the tendency of media to focus on negativ… Read More

Categories: Elder Law, Estate Planning, Will

Tags: estate planning, Trusts, Wills

One More Scary Halloween Story!

November 13th, 2015

A Halloween riddle for you: What's scarier than ghosts and goblins to Americans 50 and older? Answer: Their finances. That's the upshot of the latest Country Financial Security Index, and two other surveys I've seen lately back it up.… Read More

What Do The Uber-Wealthy Do with Their Money?

November 12th, 2015

Art makes up 2.5 percent of the biggest estates and just 0.6 percent of those who had between $10 million and $20 million. A Picasso fetched more than $95 million in 2006. The superrich are different from the very, very rich. For one thing, they own… Read More

Irrevocable Trusts May be the Answer to Tough Estate Planning Issues

November 5th, 2015

The death of a loved one can create a lot of financial complexity. For families that have set up irrevocable trusts to facilitate the transfer of assets from one generation to another, the tax implications can be even more complicated. However, there… Read More

California Court Upholds Trust that Gives Millions to Lady's Gardener

November 3rd, 2015

A Sonoma County bank overseeing the trust of a wealthy Kentfield divorcee who left a large chunk of her $8.5 million estate to her gardener and other non-family members will be allowed to dip into the fund to defend challenges from the woman's d… Read More

Easy to Explain Estate Taxes? Not Exactly

October 30th, 2015

Seems like the subject of estate taxes becomes part of every politician's election promises, and today's election environment is no different. Even though we are not really expecting significant changes in that area, estate taxes have chang… Read More

Want to Spare Your Kids From a Family Fortune?

October 13th, 2015

From shirtsleeves to shirtsleeves in three generations, goes the early 20th-century American proverb. Then there's the 19th-century British version: Clogs to clogs in three generations. And from Italy, date uncertain: From the stable to the star… Read More

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Recent News & Articles

Feb

When Do I Need to Start Estate Planning?

February 21st, 2020

Ensuring that you have an estate plan in place, even at a young age, can be crucial to having your affairs handled in the manner that you choose. Many individuals fail to engage in estate planning early in their lives because they don’t believe tha… Read More

Feb

Personal Property in Estate Planning

February 9th, 2020

Most people understand the need to have an estate plan that covers their major assets, such as real estate and vehicles. However, items that are more likely to cause issues between your relatives are often left out of estate plans. For an ordinary es… Read More