» Wills

Settling Scores

July 22nd, 2016
Some people like to use their own deaths as a last way to take shots at and settle scores with people that they do not like as those people have no way to respond directly. A German man did so in an unusual way. Some people do not like certain member… Read More
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Categories: Aging Issues, Current Affairs, Estate Planning, Family Business, Succession, Trust Funding, Weblogs, Will
Tags: estate planning, Wills

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
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Categories: Elder Law, Estate Planning, Will
Tags: estate planning, Trusts, Wills

Japan Debating Living Wills

March 24th, 2016
The right to refuse life-extending medical care is well-established in the U.S. Millions of Americans have living wills instructing doctors not to give them certain kinds of treatment. In Japan the idea is a novel one and being hotly debated. In the… Read More
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Categories: Aging Issues, Current Affairs, Estate Planning, Long Term Care, Power of Attorney, Religion, Succession, Web/Tech, Weblogs, Will
Tags: aging issues, estate planning, Living Will, power of attorney, web blogs, 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
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Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Power of Attorney, Succession, Taxes, Trust Funding, Weblogs, Will
Tags: Asset Protection, estate planning, Estate Planning Lawyer, Guardianship, Inheritance, probate, Probate Court, Retirement Planning, Special Needs Trusts, Trusts, Trusts and Estates, Wills

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
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Categories: Aging Issues, Charitable Giving, Current Affairs, Estate Planning, Power of Attorney, Trust Funding, Weblogs, Will
Tags: Asset Protection, estate planning, Estate Planning Lawyer, Estate Tax, Inheritance, Living Trust, probate, Probate Attorney, Probate Court, Tax Planning, Trusts, Trusts and Estates, Wills

Avoid These Common Estate Planning Mistakes

November 10th, 2015
The most common estate planning mistake may surprise you. "The mistake actually isn't part of the will and trust," said Dan Prebish, head of life services events at Wells Fargo Advisors, based in St. Louis. "It actually has to do… Read More
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Categories: Aging Issues, Current Affairs, Estate Planning, Power of Attorney, Probate, Succession, Trust Funding, Weblogs, Will
Tags: Asset Protection, Beneficiary Designations, estate planning, Estate Planning Lawyer, Estate Tax, Inheritance, probate, Probate Attorney, Trusts and Estates, Wills

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
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Categories: Aging Issues, Current Affairs, Estate Planning, Succession, Trust Funding, Weblogs, Will
Tags: Asset Protection, estate planning, Estate Planning Lawyer, Estate Tax, Gift Tax, Guardianship, Income Tax, Inheritance, Irrevocable Trust, Living Trust, power of attorney, probate, Probate Attorney, Probate Court, Tax Planning, Trusts, Trusts and Estates, Will Changes, Wills

Charitable Giving Puts Public Library Back on the Map

November 4th, 2015
The Stanley and Elaine Ball Charitable Foundation granted the Taneyhills Library $350,000 to renovate the children's area and to create a technology conference room. Taneyhills Library Board Chairman Kenton Olson said the children's library… Read More
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Categories: Charitable Giving, Current Affairs, Estate Planning, Weblogs
Tags: Charitable Giving, estate planning, Estate Planning Lawyer, Inheritance, probate, Trusts and Estates, Wills

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
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Categories: Aging Issues, Blended Families, Current Affairs, Elder Abuse, Elder Law, Estate Planning, Power of Attorney, Succession, Trust Funding, Weblogs, Will
Tags: Elder Abuse, Elder Law, estate planning, Estate Planning Lawyer, Inheritance, probate, Probate Attorney, Probate Court, Trusts, Trusts and Estates, Will Changes, Wills

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
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Categories: Aging Issues, Current Affairs, Estate Planning, Long Term Care, Medicaid, Power of Attorney, Taxes, Trust Funding, Weblogs
Tags: 529 Savings Plan, Asset Protection, estate planning, Estate Planning Lawyer, Estate Tax, Inheritance, Irrevocable Life Insurance Trust, Living Trust, power of attorney, Tax Planning, Trusts, Trusts and Estates, Wills
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