-
-
Recent Posts
Categories
- Advance Directives
- Beneficiary designation
- Charity
- Community Property
- Debts
- deed
- digital assets
- Elder Abuse
- Elder Care
- Estate Planning
- Estate Tax
- Financial Planning
- Firm News
- Funeral
- Gift Tax
- Guardianship
- HIPAA
- Homestead
- Income Tax
- Inheritance
- IRS
- life insurance
- Marital Agreement
- Power of Attorney
- Probate
- Scams
- Separate property
- Special Needs Issues
- Special Needs Trust
- Tax
- Terminal care
- Trusts
- Uncategorized
- Will challenge
- Wills
Archives
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
Blogroll
Follow Us!
Feeds
Monthly Archives: April 2012
It’s My Turn To Be Executor!
In my last post (“Where is that Power of Attorney?” posted April 21, 2012), I commented on how to ensure your executor and agent can obtain your important documents when they need them. But what do you do when you … Continue reading
Posted in Advance Directives, Estate Planning, Power of Attorney, Wills
Tagged agent, estate planning, executor, power of attorney, will
Comments Off
Where is that Power of Attorney?
It is frustrating as an estate planning attorney to receive a call from a client asking if I have the estate planning documents they signed. Because our society is so mobile, I do not retain original signed estate planning documents … Continue reading
Posted in Estate Planning, Power of Attorney, Wills
Tagged agent, estate planning, power of attorney, will
Comments Off
The Dark Side of Improper or No Planning
One of my favorite columnists, Pamela Yip, has written another great article regarding the need for estate planning and how the lack of proper planning can cause your family severe financial and relational problems. This column in the Personal Finance … Continue reading
Posted in Estate Planning, Probate, Wills
Tagged charitable bequest, estate planning, will challenge, wills
Comments Off
Long Term Care Facility Evaluation
If you have a loved one in a long term care facility or are evaluating alternatives for such care, you should be aware of what an “ombudsman” does. “What is an Ombudsman” is the name of an article recently published … Continue reading
Excluding People from being Guardian
So you have designated family or friends you would like to raise your children or care for you if you are incapacitated. But what if you are concerned a friend or family member will try to become guardian and you … Continue reading
Posted in Estate Planning, Guardianship, Wills
Tagged estate planning, guardian, minors, wills
Comments Off
RSS - Posts