Estate Planning

Four Steps to Stop Mail Addressed to a Deceased Person

Posted on: May 9th, 2015
One of the first things you should do as a newly appointed executor of a deceased person's probate estate or successor trustee of a deceased trustmaker's trust is ask the post office to forward the deceased person's mail to your address. Unfortunately, along with important pieces of mail - statements, bills, and refunds - many not-so-important pieces - catalogs, solicitations, and plain old junk mail - will end up in your mailbox...

Three Liability Planning Tips for Physicians that Anyone Can Use

Posted on: May 3rd, 2015
Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught with liability. It's not just medical malpractice claims either - employment related issues, careless business partners and employees, contractual obligations, and personal liabilities add to the risk assumed by a physician in private practice. Unfortunately, in our litigious society, these liability risks are not unique to physicians. Business owners, board members, real estate investors, and retirees need to protect themselves from a variety of liabilities too. ...

Caution: Writing Your Own Deed to Avoid Probate Can Lead to Unintended Consequences

Posted on: April 26th, 2015
One common way to avoid probate of real estate after the owner dies is to hold the title to the property in joint names with rights of survivorship with children or other beneficiaries. This is accomplished by adding the names of the children and certain legal terms to a new deed for the property and then recording it in the applicable public land records....

Death Tax Repeal Act Introduced in House and Senate

Posted on: April 19th, 2015
Identical bills have been introduced in the U.S. House and Senate that would permanently repeal the federal estate tax and generation-skipping transfer ('GST') tax....

Is a Revocable Living Trust Right for You?

Posted on: April 12th, 2015
Revocable Living Trusts have become the basic building block of estate plans for people of all ages, personal backgrounds, and financial situations. But for some, a Revocable Living Trust may not be necessary to achieve their estate planning goals or may even be detrimental to achieving those goals....

When is an Estate Subject to State Death Taxes?

Posted on: April 5th, 2015
In the United States, certain states collect a death tax based on the value of the deceased person's estate and who inherits it....
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