Estate Planning

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Estate Tax Back in Effect in 2011 If Not Sooner
Two women, both heiresses years apart in age, share two things: The source or their fortunes, pharmaceuticals and estate issues after their respective deaths. Because of the changes in estate taxes, when they died is a big factor to their heirs. What Are Estate Taxes? Estate taxes, also called inheritance ... READ MORE

Looting a Loved One's Estate
Update 12/23/2009: Anthony Marshall  has been found guilty of 14 of the 15 counts against him. Marshall was convicted in October of the most serious charges - first-degree grand larceny and scheming to defraud. He faces a minimum of one to three years, or as much as eight to 25 years in state prison. ... READ MORE

You Can't Take Your Digital Assets with You
Millions of us have something in common: We use computers, smartphones and other electronic gadgets to access the internet. We do it a lot, and for all sorts of reasons. And while we may not realize it, practically all of us are making cyber-copies of ourselves and creating digital assets that will still ... READ MORE

Nebraska Estate Planning Help
Squirreling away money for retirement, planning for vacations or major purchases, setting up a college fund for the kids—chances are, you already have taken steps to plan ahead. But your future planning is not complete if it does not include arrangements for what will become of your estate after ... READ MORE

Learn About Estate Planning in Montana
With so many things to take into account, estate planning can seem like an intimidating endeavor. But having your affairs in order and documenting your preferences for how your property and responsibilities will be handled after your passing can give you peace of mind—and spare your loved ones ... READ MORE

Digital Missouri Estate Planning Review
When we think of future planning, we often think of retirement. But if you have not taken the time to plan for what will become of your property and responsibilities after your death, your planning is far from complete. And since the laws vary a bit across state lines, Missouri residents who are beginning ... READ MORE

Basic Steps in Mississippi Estate Planning
It is vitally important that adults give estate planning careful consideration. Proper planning allows your loved ones to sidestep expensive, protracted legal controversies and helps ensure that your final wishes are followed. Most states have similar laws governing estates, though Mississippi law does ... READ MORE

Michigan Estate Planning Help
Estate planning is an important, though awkward, topic. Most people over the age of 18 need to plan properly to make sure their wishes are followed and their loved ones are shielded from protracted legal battles. Laws are similar throughout the United States, but Michigan differs in some details. Writing ... READ MORE

Preparing a Will
Each state has formal requirements for preparing and executing a will. The person making the will is called the testator. Generally, the testator must declare that the document that is being signed is the testator's will. The signature must be witnessed by a minimum of two or three witnesses, who must ... READ MORE

Reciprocal Wills for Couples
When a couple decides on an estate plan, it often includes reciprocal wills, meaning each person's will is a mirror image of the other's. Each person leaves the bulk of their estate to the other person. If federal estate tax isn't an issue and your personal situations aren't complex, this simple will ... READ MORE


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Estate Planning Questions

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You will need to find an experienced estate planning attorney, contact the attorney's office, and schedule a consultation. This forum is not suited for actual planning work, and attorneys are not allo ...Read more

I'm sorry for your loss. You can file a joint return for 2016.  If his estate doesn't have assets, I'm guessing that the estate will not earn any income (such as interest, dividends, etc.) so yo ...Read more

There is usually a flat fee for drafting a trust.  Discuss with an attorney your situation to determine what type of trust you would need.

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6 Reasons to Update Your Estate Plan

When major life events take place, government tax regulations change, or if you simply change your mind regarding how you want to distribute your property at death, it may be time to update your estat ... Read more

Planning for Incapacity

In many ways, planning for incapacity is even more difficult than planning for death. Eventually, we all pass away; however, it may be unfathomable to consider a time when we may be alive, but unable ... Read more

Revoking or Modifying Your Will

Relationships with family, friends and even charities change all the time. At the time you initially create your estate plan, you may intend to leave specific property or assets to a certain individua ... Read more

What Happens to an Estate If a Spouse Dies Before a Divorce is Finalized?

If a married couple separates and one spouse files for divorce, what happens if either spouse passes away before the divorce is finalized? Does the surviving spouse have a claim to the deceased spouse ... Read more

Special Needs Trust Fairness Act

Unfortunately, many people underestimate the abilities of those individuals with mental or physical disabilities. In reality, many people with disabilities are able to handle many of their own affairs ... Read more

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