Estate Planning Law Blog

Old Powers of Attorney: Time to Update?

Wednesday, November 4, 2009 by Kevin F. Danyi

YOUR MONEY > Cost-benefit analysis: It is almost always better to plan with your attorney ahead of time rather than wait until a crisis. The cost differential is often enormous.... Read More
Posted at 16:23 PM  |  PERMALINK
Topic: Estate Planning

Are your Financial Records in Order?

Saturday, October 31, 2009 by Philip W. Boyko

It's never too soon to organize your financial records - and store them in the right places.  In the evnt of your death, your loved ones will have access to all your assets.  Think about purchasing a fireproof strongbox for home or office storage.  make sure your spouse or executor knows its location and how to gain access.  How about a safe-deposit box at a bank to secure all original legal documents, financial instruments, at least 4 years of tax returns, and any... Read More

Posted at 10:08 AM  |  PERMALINK
Topic: Estate Planning

When Is a Car Not an Asset but a Liability?

Saturday, October 3, 2009 by James W. Martin

Putting your name on the title to a car, truck or other motor vehicle in Florida makes you personally liable for the negligence of the driver.  The dangerous instrumentality doctrine  extends liability of the driver to become personal liability of every owner of the vehicle. This should give pause to parents before putting their names on car titles for children.  And it also means that spouses should title their vehicles only in the name of the spouse who is the prinicipal driver.... Read More
Posted at 10:08 AM  |  PERMALINK
Topic: Estate Planning

Plans for People with Special Needs

Thursday, October 1, 2009 by John H. Ruby

A Louisville trust fund provides a legal mechanism for parents and family members to contribute funds for the benefit of the disabled child without jeopardizing government assistance.  Special needs trusts require using very specific language in the trust document detailing how funds are to be administered by the trustee.... Read More
Posted at 10:53 AM  |  PERMALINK
Topic: Estate Planning

Estate Planning Article Series -- Gifts

Tuesday, September 29, 2009 by Mark W. Jordan

This is the first of a series of articles providing helpful information on estate planning through a question and answer format.  Please contact the estate planning professionals at The Drew Law Firm for more details on any of these topics or for any of your estate planning... Read More

Posted at 14:36 PM  |  PERMALINK
Topic: Estate Planning

Tort Reform Law in Ohio

Wednesday, September 16, 2009 by William T. Bonham

Tort reform is a nationwide initiative to try to change the judicial system and limit the amount of damages in tort lawsuits such as personal injury claims.  The movement has taken root in Ohio and inspired a series of tort reform laws for the state.  The state of Ohio has adopted tort reform laws that can have a significant impact on your injury in Columbus.... Read More
Posted at 15:15 PM  |  PERMALINK
Topic: Estate Planning

Pennsylvania Estate Planning Law

Tuesday, September 8, 2009 by James J. Ruggiero

Ruggiero Law Offices a King of Prussia PA estate planning law firm discusses estate planning laws.

... Read More

Posted at 09:49 AM  |  PERMALINK
Topic: Estate Planning

2010 Your IRS Get Out Of Jail Free Card

Thursday, August 13, 2009 by James R. Modrall

The purpose of this newsletter is to highlight a special benefit for 2010 IRA-Roth Conversions. This opportunity is too good to ignore. Moreover, higher income taxpayers that have not considered IRA Rollovers should consult their tax and investment advisors to analyze how this conversation can help preserve wealth for the family.... Read More
Posted at 11:16 AM  |  PERMALINK
Topic: Estate Planning

Settling a Thriller Estate in California

Monday, July 13, 2009 by Trudy Nearn

Avoiding probate is probably the number one reason people come to visit Generations and speak with our Sacramento estate planning attorneys about having a trust done for them.  We have helped many of the “superstars” of Sacramento create trusts that allow their families to settle their estate without the prying eyes of the ever-curious public. Should your privacy be any less protected?... Read More
Posted at 13:31 PM  |  PERMALINK
Topic: Estate Planning

Do You Know the Dangers of "Estate Plan" Joint Accounts?

Wednesday, July 1, 2009 by Cormac McEnery

It's important to know the dangers of estate plan joint accounts. Joint accounts may affect Medicaid eligibility. The elder laws in NYC and guardianship laws in NYC....... Read More
Posted at 10:21 AM  |  PERMALINK
Topic: Estate Planning
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