Estate Planning Law Blogs - Law Blogs on Lawyers.com
Retirement Accounts - Smart Planning Can Save Big Money
Friday, June 27, 2008 by James R. Modrall
Meeting with a client recently reminded me of a topic that we have explored before. That is, smart tax planning for retirement accounts.
In particular, in this case, both husband and wife had both IRA accounts and 401K Plan accounts. This particular family had other assets including a family business and two residences. They intended to make charitable gifts at the second death using their trusts as the vehicle for disposition of property at that time. The... Read More
The Case For Asset Protection
Thursday, June 5, 2008 by James R. Modrall
Only diamonds are forever
Tuesday, May 27, 2008 by Kathleen A. Hunt
estate planning. Whew - you're all done! Or are you?... Read More
Whither Goeth The Estate Tax?
Monday, May 12, 2008 by James R. Modrall
Estate Planning Misinformation, Misunderstandings, and Mistakes
Thursday, May 1, 2008 by John B. Whalen
The best gift you can give your loved ones is to make all of your necessary Estate Planning decisions for them and have your Estate Planning documents accurate, up-to-date, complete, and executed (i.e., Powers of Attorney and Agents, Living Wills and Surrogates, Last Wills and Executors, etc.). Unfortunately, to a great extent, misinformation about critical terms such as beneficiaries, heirs, inheritance, inheritance tax, estates, estate tax, probate,... Read More
Protect Your Aged Loved Ones from Financial Elder Abuse
Thursday, April 3, 2008 by Matthew S. Dana
Protect Your Aged Loved Ones from Financial Elder Abuse.
The aging process affects all of us differently. After working for decades toward the goal of a comfortable retirement, retirees hope that their physical and mental condition permits them to enjoy the activities that many of us postpone until our post-retirement years. This is the time when our quality of life and strength of our financial statement should be at their peak. However, it is also the time when... Read More
Beneficiary Deeds
Thursday, April 3, 2008 by Matthew S. Dana
Don't wait!
Wednesday, March 5, 2008 by Kathleen A. Hunt
Rotary magazine arrived, I was delighted to see an article about
ethical wills. An ethical will is a non-binding document that is
intended to share important values, lessons, and blessings to loved
ones. Ethical wills are sometimes used to ask for forgiveness or to
forgive someone else. Unlike a legal will, which allows you to give
tangible items like property and money to your heirs, an ethical will
provi... Read More
Who Needs an Estate Plan?
Monday, July 9, 2007 by Jennifer A. Deland
Who needs an estate plan? Isn’t that a concern of older people, or of the wealthy? The fact is; everyone should have an estate plan, meaning at least a will, and probably a trust as well. Whenever anyone passes on, there are decisions that have to be made, and things that have to be given out. The person who does this is called the “executor” if there is a will. If there is no will, this person is called the... Read More
Disability insurance is the last thing we want to pay for . . .
Friday, May 25, 2007 by Kathleen A. Hunt
Disability insurance is the last thing most
people want to pay for….but the facts and statistics are glaring. Disability is the cause of 48% of mortgage
foreclosures and nearly half of Americans who file for bankruptcy did so after
being disabled by an unexpected illness or injury. About 1 in 5 Americans have some kind of
disability and about 1 in 10 Americans have a severe disability. ...
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