Estate Planning Law Blog

Estate Planning: What are the risks of creating your own plan?

Tuesday, May 15, 2012 by Brent Gunderson

With the help of online tools and books, thousands of people bypass lawyers to create their own wills, powers of attorney and other estate planning documents. The pros and cons of creating your own legal documents without professional help vary by individual. For people with complicated family or legal situations involving children from multiple spouses or significant wealth, professional help is essential. For young, single people with relatively straightforward needs, very few assets... Read More

Posted at 14:26 PM | PERMALINK

Topic: Estate Planning

Announcement - Estate Planning Seminar

Thursday, May 10, 2012 by Susan Ann Winston

Announcement - Susan A. Winston, Esquire, founding partner of Winston Law, P.A. will be teaching a seminar in Wills, Trusts, and Estates for Palm Beach County Public Schools, Community Education Program. This course will take place on Wednesday, June 13, 2012 from 6:30pm to 9:00pm at Palm Beach Lakes High School.... Read More

Posted at 10:36 AM | PERMALINK

Topic: Estate Planning

Marriage Equality Coming to Washington State?

Monday, April 30, 2012 by James W. Spencer

A brief discussion of marriage equality matters in the State of Washington.... Read More

Posted at 15:00 PM | PERMALINK

Topic: Estate Planning

Do Not Forget About an Old 401(k) In Estate Planning

Friday, April 20, 2012 by Jeffrey I. Bedell

I recently wrote an article for Wealth Counsel and its April 2012 newsletter titled "Do Not Forget About an Old 401(k) In Estate Planning." A person can have their entire estate plan upended if they do not adequately deal with assets in a 401(k) plan. This can cost the estate many thousands of dollars in... Read More

Posted at 14:20 PM | PERMALINK

Topic: Estate Planning

Federal Regulations Give Hope to Borrowers Wishing to Refinance

Wednesday, April 18, 2012 by Tiffany N. Ballenger

Obama has proposed the Financial Crisis Responsibility Fee which may help borrowers with mortgages, not currently guaranteed by Fannie Mae or Freddie Mac, qualify for refinancing.... Read More

Posted at 17:20 PM | PERMALINK

Topic: Estate Planning

Florida Update on Powers of Attorney

Wednesday, April 18, 2012 by Douglas M. Sieb

Law firm of Douglas M. Sieb, PA Saraosta, Florida (941)366-8855

Attorney Sieb's Estate Planning Blog

"Springing" Durable Powers of Attorney - those which by their terms are effective only upon incapacity - are no longer valid in FLoirda if executed after October 1, 2011. Properly drafted and executed powers before that date are still valid and legally recognized.

Posted at 13:18 PM | PERMALINK

Topic: Estate Planning

"The Descendants" - An Estate Planning Lesson

Friday, March 9, 2012 by Annemarie Schreiber

Estate planning does not often make an appearance at the Oscars but that’s what happened this year. The Descendants, staring George Clooney, offered life lessons in estate planning. Although to most movie watchers, the estate planning issues were just subtle backdrops, to an estate planner those issues were center screen. From the issues related to living wills to the administration of the trust, the movie was filled with estate planning issues. Let̵... Read More

Posted at 08:56 AM | PERMALINK

Topic: Estate Planning

Can a will be better than a trust? Maybe!

Thursday, March 8, 2012 by Kevin Purcell

It might be inconceivable to some to go to an estate planning attorney's office and hear that a Last Will and Testament will be or would have been better for a client than a Trust.

Heresy? Well, not really. First, some client's don't feel the cost of a trust is justified versus a will. When the benefits of a trust are explained to them properly, these clients are in the minority, but they exist. One main reason that a will may be preferred is the up front costs of a will are... Read More

Posted at 14:45 PM | PERMALINK

Topic: Estate Planning

Power of Attorney - The Power of Planning Ahead

Tuesday, March 6, 2012 by Kevin G. Drendel

Powers of Attorney are powerful and useful tools. They should be incorporated into every estate plan.... Read More

Posted at 13:16 PM | PERMALINK

Topic: Estate Planning

Transferring Assets for Estate Planning Purposes Can be Fraudulent

Monday, February 27, 2012 by Owen Kaye

There is a big difference between transferring money for asset protection purposes and transferring money for estate planning purposes. Contact Givner & Kaye for all asset protection and estate planning. (310) 207-8008... Read More

Posted at 15:35 PM | PERMALINK

Topic: Estate Planning

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