Archives
- 2011.06.08: We've Moved!
- 2011.06.03: Surgery and Procrastination
- 2011.06.02: Writing a Simple Will
- 2011.05.31: Madame Clark-Reclusive Heiress to Huge Fortune Dies at 104
- 2011.05.29: Joint Accounts and the Estate Tax
- 2011.05.24: Did My Mom Have a Valid Trust?
- 2011.04.21: Does a Living Trust protect against creditors?
- 2011.04.18: When does it make sense to do a Living Trust?
- 2011.04.13: Your Husband's Debts--the Gift that Keeps on Giving
- 2011.04.10: Durable Powers of Attorney: Not Dead Yet Documents
- 2011.04.08: Worries About My Husband's Inheritance
- 2011.04.06: The Golden Rule: Dealing With Banks and Custodial Accounts
- 2011.04.03: Nursing Homes, Medicaid, Personal Liability
- 2011.03.23: What to Do with Power of Attorney and Health Care Directive?
- 2011.03.20: Finding a Professional Fiduciary
- 2011.03.18: Wills and Children from prior marriages
- 2011.03.16: Inheriting with a sibling
- 2011.03.13: Self Serving Blog Post: If you like this blog, let Lexis/Nexis know
- 2011.03.13: Special Needs Trusts
- 2011.02.27: You Can't Give Away What You Don't Own
- 2011.02.22: Gifts that Keep on Giving
- 2011.02.20: When Divorced Parents Disagree on Guardians
- 2011.02.18: Trustees Decide When Beneficiaries Don't Agree
- 2011.02.13: Write that Will, Really
- 2011.02.08: Selling Mom's Home
- 2011.01.28: If Wills Aren't Clearly Drafted Get Help
- 2011.01.26: Powers of Atty Don't Work After Death
- 2011.01.23: Gifts to Kids as Inheritance Up Front: Write it Down
- 2010.12.31: Adding Names to House Title
- 2010.12.20: Congress Passes 2 Year Extension of Estate Tax
- 2010.11.30: Notarizing Those Wills, Part II
- 2010.11.23: Appointing a Bank as Executor
- 2010.11.19: When is a Will Valid?
- 2010.11.15: Gifts to Grandkids
- 2010.11.10: Ripeness is all--take your time with trust administration
- 2010.11.07: Are Living Trusts Filed Anywhere?
- 2010.11.02: That Pesky Gift Tax--Hard to Avoid on Actual Gifts
- 2010.10.27: What Happens if You Don't Want to Inherit Something?
- 2010.10.24: What Happens If You Don't Have a Will?
- 2010.10.08: Is it possible to refinance a house in a trust?
- 2010.10.06: What should I do to help my Dad now that he's getting older?
- 2010.10.03: Should I put my daughter on my house's deed?
- 2010.09.25: A Permanent Record: Ashes to Vinyl
- 2010.09.24: The Dead Hand: Controlling Things After You Die
- 2010.09.22: Anticipating the angry relative
- 2010.09.19: Giving (and Leaving) Money to Kids
- 2010.09.12: Self-Proving Affidavits: Avoiding a Trip To Court
- 2010.09.08: 55% Estate Tax? Say it isn't so.
- 2010.09.05: Annual Gifts: Yes You Can!
- 2010.09.01: Wills: Tell Mom to Make One
- 2010.08.31: Can You Pre-validate a Will in California?
- 2010.08.29: Payable on Death Accounts: Tell the Bank
- 2010.05.19: 13 Tips to Make an IRA last longer
- 2010.05.16: Congress Reportedly Considering a Roth-Style Estate Tax
- 2010.04.28: Write Down Those Passwords, Appoint a Digital Executor
- 2010.04.24: Senate Budget Panel Approves Plan with 2009 Estate Tax Numbers
- 2010.04.21: Study Shows that Advance Directives Help Elders Get the Care They Want
- 2010.04.17: Presidential Memorandum on Patient's Right to Designate Visitors
- 2010.04.07: Hospice: Don't Wait for the Doctors to Bring it Up
- 2010.04.04: Another Conversation to Have, if You Have Time
- 2010.03.31: Advance Directives -- Part Two, The Wild Ride Continues
- 2010.02.21: Being an Agent for Health Care - Wild Ride Pt. 1
- 2010.01.17: Carry-Over Basis: Another Estate Tax Repeal Oddity
- 2010.01.03: The Estate Tax is Dead; Long Live the Estate Tax
- 2009.09.12: Organ Donation: Not Just For Steve Jobs
- 2009.09.05: Dogs Fight Back: Fighting for Helmsley's Billions
- 2009.09.01: Palliative Care: Making the Best of a Bad Diagnosis
- 2009.08.30: State Estate & Inheritance Taxes Too
- 2009.07.05: Wills v. Trusts (and Michael Jackson)
- 2009.06.29: Michael Jackson's Mother Granted Temporary Guardianship
- 2009.06.23: No Income Limits on Roth IRA Conversions as of January 1, 2010
- 2009.06.22: Fake Checks and Sucker Lists -- Scams
- 2009.06.21: 10 Things to Know Before You Hire a Financial Planner
- 2009.06.12: Long Term Care Insurance Part of Kennedy Health Plan Proposal
- 2009.06.11: No Thanks, Dad -- Son Notifies Police of Stolen Art After Father's Death
- 2009.06.01: Washington Woman First to Die Under State's Death with Dignity Law
- 2009.05.28: Can You Probate a Copy of a Will?
- 2009.05.25: Family Loans: Write Them Down
- 2009.05.22: Estate Tax Update
- 2009.05.13: Not Munchkins, too? Seems Over the Rainbow Somehow
- 2009.05.06: What to Do When You Move
- 2009.05.04: Powers of Attorney: Another Sad Tale
- 2009.05.01: Life Insurance: Big Bang for your Estate Planning Buck
- 2009.05.01: Ms. Astor Regrets -- It Can Happen in the Best of Families
- 2009.04.21: Sad Day in Dogtown: Dogs Get $1 Million; Charities Get $136 Million
- 2009.04.17: Nasty Will Fight Over Last Minute Gifts to Mistress
- 2009.04.17: Proposed Estate Tax Break for the Very Rich
- 2009.03.11: Preserving Your Online Life (and All Those Annoying Passwords)
- 2009.03.08: Parents Denied Use of Deceased Son's Frozen Sperm
- 2009.03.04: You CAN Take it With You! Debts and Death
- 2009.01.19: More Bad Real Estate News: People Selling Burial Plots at a Steep Discount
- 2009.01.13: Obama Plans To Freeze Estate Tax Credit at Current Level
- 2008.12.30: Estate Planning Sale at Nolo.com!
- 2008.11.16: Between a Rock and A Hard Spot: Trustees and the Falling Real Estate Market
- 2008.11.09: Washington Passes Physician Assisted Death Bill
- 2008.11.02: Talking to Your Parents About Estate Planning
- 2008.10.19: Fall Clean Up: Check Your Beneficiaries for Retirement and Life Insurance
- 2008.10.15: Special Needs Trust: Smart Estate Planning For Some
- 2008.10.12: FDIC Insurance for Trust Accounts Increased to 250K
- 2008.10.08: California: Terminal Patients Now Have Right to Know Their End-of-Life Options
- 2008.10.05: Beware Low-Cost Living Trust Seminars
- 2008.10.01: No Surprises: Let Your Kids Know What You're Planning
- 2008.09.01: Cleaning Out The House: Dealing With Dad's Weird Stuff
- 2008.08.03: Organ Donation: An Incredible Gift
- 2008.08.01: Martin Luther King, Jr.'s Children Fighting In Court: Siblings Not Communicating About Estate
- 2008.07.29: Most Americans Don't Have a Will: Don't Feel Guilty, Get Busy
- 2008.07.27: Estate Auctions Online: Avoid Family Strife
- 2008.05.18: Who Knew? Paid Family Leave
- 2008.05.05: Who Knew? Online Memorial Sites
- 2008.04.28: Who Knew? Stranger-Owned Life Insurance Scams
- 2008.04.22: Who Knew? Safe Deposit Boxes Aren't The Best Places to Leave Your Estate Plan
- 2008.04.07: Who Knew? Banks Offer More Insurance for Trust Accounts
- 2008.03.24: Can Dad Do That? Wills Don't Cover Everything
- 2008.03.14: Reverse Mortgages: Proceed With Caution
- 2008.03.14: Planning for Pets: Now You Can Leave Them Money Too
- 2008.03.11: Ledger's Will Leaves Daughter's Inheritance Uncertain
- 2008.02.21: Can Children Born After a Parent's Death Inherit? Depends on Where They're Born
- 2008.01.10: Eco-Friendly Burials - How to Be Green After Death
- 2008.01.08: Paris Hilton Disinherited--Say It's Not Legal!
- 2008.01.06: Unhappy Children Challenge James Brown's Last Will: A Cautionary Tale
- 2007.10.01: Do You Know What You (and Your Spouse) Own?
- 2007.09.27: Handwritten Wills Beg for Family Arguments
- 2007.09.18: Helmsley Dog's Trust Fund Could Be Trouble
- 2007.09.17: Picking a Guardian for Children: Why It's So Hard
- 2007.09.14: Don't Forget Your E-Things
- 2007.09.11: When to Stop Procrastinating and Make That Estate Plan
- 2007.09.09: Can You Put Off Making an Estate Plan?
- 2007.09.05: Do You Want Your Closest Relative to Inherit Your Property?