-
-
Recent Posts
Categories
- Advance Directives
- Beneficiary designation
- Charity
- Community Property
- Debts
- deed
- digital assets
- Divorce
- Elder Abuse
- Elder Care
- Estate administration
- Estate Planning
- Estate Tax
- Exempt property
- Family Allowance
- Financial Planning
- Firearms
- Firm News
- Funeral
- Gift Tax
- Guardianship
- HIPAA
- Homestead
- Income Tax
- Inheritance
- IRS
- life insurance
- Marital Agreement
- Power of Attorney
- Probate
- Safe
- Safety Deposit Box
- Scams
- Separate property
- Special Needs Issues
- Special Needs Trust
- Tax
- Terminal care
- Trusts
- Uncategorized
- Will challenge
- Wills
Archives
- December 2019
- October 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- January 2018
- December 2017
- 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: May 2015
17th Century English Trials
This post doesn’t have anything in particular to do with estate planning or probate, but it sure is interesting – at least to me. The website listed below contains trial transcripts and a great deal of background information on criminal … Continue reading
Posted in Estate Planning, Inheritance, Probate, Uncategorized
Tagged death, estate planning, fraud, probate, wills
Comments Off
Say what?
The following is for all of my financial planning friends and colleagues. I recognize for many clients this could as easily apply to estate planning, but hopefully by the time my engagement is completed you understand a little more than … Continue reading
Posted in Estate Planning, Financial Planning, Uncategorized
Tagged estate planning, financial advisor, wills
Comments Off
What’s With All Those Dinner Invitations?
Do you receive invitations in your mail to attend meetings at fancy restaurants in your area? I get them all the time. So are they really free? You might be surprised to read that for the most part they really … Continue reading
Posted in Estate Planning, Estate Tax, Scams, Trusts
Tagged death, estate planning, trusts
Comments Off
Death Certificates
A death certificate is the official confirmation of the death of an individual in a certain state. They are typically prepared by a funeral home and the certifying physician, and then are maintained in and are available through the Vital … Continue reading
Posted in Debts, Funeral, Inheritance, IRS, life insurance, Probate, Wills
Tagged bank account, beneficiary, death, funeral, life insurance, trusts, wills
Comments Off
RSS - Posts