If you are one of the thoughtful people who already have an estate plan you may be looking at the news stories about President Obama and his changes to the estate tax and wondering if it will affect your plan. “How long ago did I create my plan?” is the inevitable question we ask ourselves,… Read More »
Blog Posts Page 57
Young or Old—Love is in the Air, part 2
When elderly parents fall in love it affects more than just the lovers, it has an impact on their concerned children as well. This is especially true when the lovebirds want to make significant changes in their lives; things such as getting married or moving in with each other. In Monday’s post we shared a… Read More »
Providing for the Special Heroes in Your Life
As an estate planning law firm we often have to take on the role of encouraging our clients to think and talk about difficult and sometimes sad issues. Sometimes, however, we have the joy of sharing something truly heartwarming. This video about autistic high school basketball player Jason McElwain is one of those things. Check… Read More »
Bereaved Relatives Beware!
As if dealing with the emotional pain after the death of a loved was isn’t enough, bereaved relatives now have one more thing to be aware of after a family member has passed away: incorrigible debt collectors looking for someone—anyone!—to pay off the debts of the deceased, even if you have no obligation to do… Read More »
President Obama’s Tax Proposals Bring Mixed Reactions
Change in Washington D.C. means change will eventually trickle down to all of us, especially when that change has to do with taxes. In preparation for that change, Dean Zerbe of Forbes.com has provided us with a review of President Obama’s tax proposals. According to Zerbe, Obama’s proposals contain (as Clint Eastwood would say) the… Read More »
Do You Have Confidence in Your Estate Planning Attorney?
If you’ve been wondering whether it’s worth the time and money to have a lawyer help you with your estate plan, the New York Times is here with an answer, and everything you need to know is right there in the title of the article: Good Advice Makes All the Difference in Estate Planning. Learning… Read More »
Don’t Be Shy About Your Health Care Decisions
How do you want to die? Do you want lifesaving treatments to be administered even if all brain activity has ceased? Is your family aware of your wishes? And perhaps the more important question, according to the NY Times, is your Doctor aware of your wishes? Included in the complete estate plan our firm provides… Read More »
The Woman’s Guide to Retirement
There is a joke about women and retirement in which a mother turns to her child and says something along the lines of “after all I’ve done for you; I expect you to keep me in the style to which I plan to become accustomed when I’m old.” The quip may well make you chuckle,… Read More »
Sibling Rivalry Goes Too Far
A disturbing case is underway set in Arizona, where a group of siblings are having a court battle over their mother’s estate… while she’s still alive! Family members fighting over inheritance is a sad situation, but not unusual. In fact, it probably happens more often than you think; which is why our firm works hard… Read More »
Thoughts About President Lincoln from an Estate Planning Perspective
When President Abraham Lincoln passed away on April 15, 1865 he left his family at the mercy of the state laws of inheritance and succession—because he died without a will. It is hard to imagine how Lincoln could have neglected this one thing; after all, he was a statesman and a lawyer. Furthermore, Lincoln is… Read More »