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Estate Planning is On My To-Do List - Right Where It's Been for Twenty Years!
October 7th, 2019
Every week, I meet with prospective new clients who are interested in doing estate planning. And invariably, one of my first questions is “have you done any estate planning before?” It’s a simple question, only used for information gathering. B…
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Categories: Current Affairs, Estate Planning, Estate Planning Attorneys, Estate Planning FAQ, Family Business, Long Term Care, Will
Tags: estate planning
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…
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Categories: Aging Issues, Current Affairs, Elder Abuse, Elder Law, Estate Planning, Succession, Taxes, Trust Funding, Weblogs, Will
Tags: Trusts
Holding a Trustee Liable
September 1st, 2016
One of the reasons that trusts are an effective estate planning tool is that the trustee is legally required to act in the best interests of the beneficiaries. However, it is increasingly difficult to hold trustees liable when they do not do so. Trus…
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Categories: Aging Issues, Current Affairs, Elder Abuse, Elder Law, Estate Planning, Power of Attorney, Succession, Trust Funding, Weblogs, Will
Publicity Rights When a Celebrity Passes Away
August 31st, 2016
Intellectual property rights are mostly determined by federal law and international agreements. When a copyright holder passes away, it makes little difference where he or she lived. However, publicity rights, which govern who can use a person’s im…
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Categories: Current Affairs, Estate Planning, Film, Succession, Taxes, Television, Trust Funding, Weblogs, Will
Estate Tax Implications of the Presidential Election
August 30th, 2016
In all of the controversies surrounding this year’s presidential election the estate tax is receiving little attention even though some people believe the result could have major implications for the future of the tax. The race for the White House…
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Tags: Estate Tax
Blended Family Financial Difficulties
August 29th, 2016
When a parent gets remarried there is likely to be tension between the new spouse and the children from previous relationships. Much of that tension can be eased by ensuring the family finances are properly handled. On television and in movies blende…
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Paper Claims to Have Identified Prince’s Son
August 26th, 2016
If a California newspaper is correct, then dividing up Prince’s estate will be much easier than previously thought. The paper claims that DNA tests have proven that Prince has a son. Recently, the Minnesota probate judge overseeing the Prince estat…
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Categories: Aging Issues, Blended Families, Current Affairs, Elder Law, Estate Planning, Family Business, Film, Music, Probate, Succession, Television, Trust Funding, Weblogs, Will
Redstone’s Granddaughter Files Suit
August 25th, 2016
Sumner Redstone’s granddaughter has joined the ongoing legal battle over his competency and business interests. She has filed a lawsuit to have herself reinstated to the family trust. The ongoing Massachusetts probate court battle over the competen…
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Categories: Aging Issues, Blended Families, Current Affairs, Estate Planning, Long Term Care, Medicaid, Succession, Trust Funding, Weblogs, Will
Retirement Accounts Limit Time for Heirs to Make Decisions
August 24th, 2016
Beneficiaries of retirement accounts face big decisions and limited time. Inheriting spouse has many options and limited time to decide as recently discussed by Market Watch in “Inheriting a retirement account? Lump sum payouts can be costly.” Th…
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Categories: Aging Issues, Charitable Giving, Current Affairs, Elder Law, Estate Planning, Succession, Taxes, Trust Funding, Weblogs, Will
Estate Planning for Alzheimer’s Disease
August 23rd, 2016
Good estate planning does not just concern itself with what happens to your assets after you pass away. It also takes into account the things that you might need at the end of your life, including the possibility of getting Alzheimer’s disease. Obv…
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