HG.org Legal Resources

Estate Planning Law Articles

Articles written by lawyers and expert witnesses worldwide
explaining the different aspects of Estate Planning.

Elder Law

The practice of elder law is an area of expertise that developed from the need of a growing population of senior citizens with specific legal...

Q and A of Wills (2)

Creating a will is the starting point of estate planning, but it certainly should not be the ending point. While there are several other...

Duties of the Executor of a Last Will and Testament

When most people create their Last Will and Testament, they nominate a spouse, partner, child or parent as the executor of the Will without...

A Look at the Future of the Estate Tax

Back in 2010, there was a lot of uncertainty surrounding the estate tax. The tax was repealed for that year due to provisions contained within...

How to Use the Gift Tax Exemption and Exclusion

Anyone who has a substantial estate knows that avoiding estate taxes is one of the primary goals of estate planning. The estate tax rate changes...

Hurdling a Round of Taxation

Taxes are an interesting thing because they can spawn conflicting emotions. Money is hard earned and nobody wants to part with a significant...

Trust Fund Recovery Penalty – A Nightmare for Businesses

Payroll tax problems are highly unique by a number of measures. Payroll tax problems are generally regarded much more seriously than other tax...

Reducing Tax Exposure

The estate tax can have an enormous impact on the family members that you will be leaving behind and it is something to be very aware of when...

Intelligent Planning for Gay Couples

It is important to consult with a Central New Jersey Estate Planning attorney when you are making plans for the future regardless of your family...

Florida Estate Taxes

Many states enacted estate tax programs which supplemented the federal estate income tax laws. Known as “pick-up” taxes, state estate tax...

Adopted Children’s Probate Rights in Florida

Generally, Florida law does not allow an adopted child to inherit through intestacy from his or her biological parents. The limited exception to...

The Irrevocable Life Insurance Trust

Among the many estate planning tools, an irrevocable life insurance trust, or ILIT, offers numerous advantages with few disadvantages. The...

Advance Directives are Not to be Overlooked

People tend to procrastinate when it comes to addressing the issues of aging and the inevitability of death and you are probably among them. Of...

Budgeting for Future Life Expenses

If you expect to retire when you are in your mid-60s, you are going to have to save enough money to provide for your needs for perhaps 20 years...

Inheritance Tax Nil Rate Band Trusts in Wills

Why Nil Rate Band Trusts in Wills should be reviewed. Until 2008 lots of people made what was called nil rate band trusts in their Wills. They...

Dying Without a Will in Arkansas 4 Scenarios

Even if you don't have a lot of property, you can benefit by creating an estate plan that chooses how your property passes after you die. If you...

How to Limit Anxieties about an Upcoming Nursing Home Move

If it’s time for a loved one to move to a nursing home, it is likely that your entire family is upset about the situation. This is because...

Property Division: What Can I Keep and What Must be Divided?

Adam J. Blahnik, a Minnesota divorce and family law lawyer, explains how Minnesota is considered a common law property State (or marital...

Estate Pet Care – 3 Basic Concepts

For many of us, the idea of leaving our pets without adequate care after we die is not an option. While you know how much you love your pet, the...

Arkansas Advance Directive

A properly drafted medical power of attorney in Arkansas, sometimes known as a durable power of attorney, is an essential part of a good estate...

How Can an Elder Law Attorney Help Me?

Although we may dread the aging process, most of us hope to live long enough to enjoy our “golden years». If you still have many years to go...

Choosing a Nursing Home for Your Loved One

At some point in your life you may have a loved one who requires the care and attention that only a nursing home can provide. The decision to...

Estate Planning Basics

Many people hear the term “estate planning «and immediately think it doesn’t apply to them. After all, estate planning, is only for the rich or...

Florida Living Wills and Health Care Surrogates

A living will becomes valid in Florida upon the incapacity of the person drafting or making it. An individual can revoke or cancel his living...

Federal Income Taxes on Inheritances

In most cases, the Internal Revenue Service does not impose federal income taxes on inheritances. Thus, recipients of large inheritances may not...

Texas Pet Trust – 3 Questions

In 2006, Texas enacted legislation that allowed residents to create pet trusts, specific types of trusts that allow you to leave property for...

Filing a PA Inheritance Tax Return

In Pennsylvania, decedents' estates are required to file a PA Inheritance Tax Return (Form REV-1500) as part of the probate and estate...

How to Get the Most Out of a Grantor Retained Annuity Trust

Given the typically high rate of both gift taxes and estate taxes, the grantor retained annuity trust, or GRAT, has become a popular estate...

How Does an Irrevocable Life Insurance Trust Operate?

The avoidance of estate taxes and the often costly and lengthy process known as probate, are two important goals of many estate plans. For those...

3 Estate Plan Changes to Make Now

An estate plan, once created, is not set in stone. You can, and should, make changes to your plan as time goes on. If you haven't made changes...

Living Will and Medical Power of Attorney

It is important to be aware of just how likely it is that you may go through a period of incapacitation before you pass away. Alzheimer's...

The Value of a Probate Attorney

When you use a last will to direct the transfer of your assets after your death it is not just passed around among your loved ones. The probate...

Communicate Your Wishes While You Can

A high percentage of people are not at all prepared for the eventualities of aging. One of the primary reasons for this is the fact that many...

NY Probate Basics - Surrogates Court-1

All states have their own set of probate laws and procedures that govern what happens to your property after you die. They also have their own...

Do I Need to Worry about Estate Taxes?

In America, it seems as though we are always worrying about one tax obligation or another. Everything from our income to the food we purchase is...

Pet Planning as an Integral Part of Estate Planning

To pet lovers, the fact pet planning as part of estate planning has now become commonplace, is a “What took you so long?” In recognition that...

Ten Steps in Estate Planning in California

This article lists out the ten steps involved in Estate Planning in particular reference to the State of California. The following are the ten...

ABLE – “Achieve a Better Life Experience”– Federal Legislation - What You Need to Know About the Proposed Law

“ABLE,” has been proposed again in both houses of Congress. The purpose is to encourage and assist individuals and families in saving private...

Budget Woes

It is important to recognize the fact that Atlanta estate planning is an ongoing process because if there's one inevitability in life it is that...

An Intelligent Response to Estate Tax

On the surface it would seem as though you no longer have to worry about the estate tax if your estate is worth $5 million or less....

What Will Your Social Security Benefit Be?

If you are like most people when you're planning for your retirement, Social Security is going to be a factor. The majority of Americans polled...

Repeal of Estate Tax is a Possibility

When the tax relief measure was signed into law in December that extended the Bush era tax cuts the estate tax parameters were affected. If the...

Incapacity Planning Documents

Atlanta elder law attorneys can help you get prepared for all the eventualities of aging, and it is truly best to have a comprehensive plan in...

When Planning Your Estate Remember Your Pets

It is easy to neglect some of the smaller details when you are planning your estate. Legacy planning is a truly profound endeavor as your final...

Don't Underestimate Long-Term Care Expenses

Atlanta elder law attorneys must keep their fingers on the pulse of all of the trends that are relevant to planning for aging. One of the...

Have You Considered Your Final Arrangements?

Focusing on the well being of your family is key when you are engaged in Atlanta estate planning. As we all know, making sure that your assets...

Atlanta Estate Planning

There is a lot more to estate planning than simply writing out a last will. As a matter fact, a lot of people find that using a last will as...

MetLife Study Indicates Elder Financial Abuse is on the Rise

Elder financial abuse is one of the major issues that is a hot topic in elder law circles at the present time. Though it is hard for reasonable...

Estate Planning: Americans Surprisingly Unprepared

If you are one who is prone to procrastination, you are not alone. A lot of people in Fayette County place things on the back burner intending...

Raiders Will Be Guided by Mark and Carol Davis

Al Davis, the longtime owner of the Oakland Raiders, passed away on October 8 at his Oakland residence at the age of 82. The Raiders have fallen...

Why Do I Need an Estate Planning Attorney?

Whether you are newly married and thinking about having children, well into middle age and thinking of future grandchildren or entering your...

Estate Plan Alterations Are Usually Necessary

If you are like many people, you may have been first exposed to estate planning as a young adult without necessarily even realizing it. Life...

Planning for Retirement

Everyone who has a pulse is well aware of the fact that the federal debt is a matter of great concern. Back at the beginning of August a deal...

Estate Tax

There are a lot of things about the estate tax that many people simply can't digest, and this is why there is always pressure being applied from...

German Law on Inheritance and Gift Tax: New Regulations for Situs Taxation in Force

The article outlines the new regulations for situs taxation in Germany. Pursuant to Section 16(1) of the German Law on inheritance and gift tax...

German Inheritance Tax - Tax Liability in Germany

The article outlines the rules of tax Liability in Germany. According to § 2 Erbschafts- und Schenkungsteuergestz (ErbStG) unlimited inheritance...

What to Do if You Suspect Elder Abuse

As some point in your life, you are likely to have an elderly loved one who is unable to fully care for himself or herself. As people in the...

Texas Advance Directives: 4 Types

Making decisions about the kind of medical care you want to receive when you get older or become too ill to communicate is important. In Texas,...

Can I Change My Trust?

One of the common goals of estate planning is staying in control; often, clients want to know if they can change their trust. The main rule is:...

I Have an Addicted Son; Should I Disinherit Him?

Sadly, many Americans have trouble with drug, alcohol, and gambling addictions However, if you have an addicted child, you don’t have to...

When You Should Start Estate Planning

Though many people don't start thinking about estate planning until later in life, there is no single best time when you should begin to plan on...

Many Benefit From Charitable Remainder Unitrusts

When you are exposed to the estate tax you have to make a serious commitment to gain estate tax efficiency. There are a number of ways you may...

Estate Tax Exposure

A lot of people call the federal estate tax the "death tax, “and many consider it a sarcastic term. Some probably do use it in this spirit, but...

Estate Planning for Same-Sex Couples in Ohio

I recently had the opportunity to develop an estate plan for a same-sex couple and found several effective strategies for making sure each...

Family Farm Estate Planning in Ohio: 10 Reasons Why You Need to Do It

Family farms and estate planning in Ohio was a pretty hot topic at a event that I spoke at. About 125 farmers from across the state showed up to...

A Look at the Gift Tax

We have all experienced the indescribably pleasant feeling that goes along with an act of giving. Making someone else happy is a great...

Gay Partners must Plan Ahead

The subject of same-sex marriage is a controversial one and the legalities surrounding these unions are always being questioned. At the present...

Gift Tax Raises Questions

We have a federal gift tax in place, and at the present time it is carrying a 35% rate. When you think about any tax that will consume over a...

Tax Discounts with Family Limited Partnerships

Significant gifts come with a cost in the United States via the imposition of the federal gift tax. This tax is carrying a 35% rate at the...

In Blended Families

When you design your estate plan, don’t make your children wait for an inheritance, especially if you’re in a blended family and want to keep...

Limited vs. General Powers of Attorney

Powers of attorney are legal documents you can use for any number of purposes. Powers of attorney transfer to someone else, called an...

Irrevocable Trusts and Probate

Trusts are often used as part of an estate plan. Trusts offer numerous benefits to the beneficiaries of a decedent upon death such as avoidance...

Small Business Succession Planning

As the owner of a small business, you likely have enough on your plate trying to keep the business running smoothly and profitably. Without...

Estate Planning Tools

Planning your estate is likely one of the most important projects you will embark upon within your lifetime. Although no two estates are the...

Divorce and Separation - Why You Should Have a Will

An explanation of the legal ramifications of divorce or separation on inheritance should you or your spouse die. What happens to your Will on...

Estate Planning: Don't Be Among the Unprepared Masses

Your would probably be surprised if you heard that someone died without leaving behind a last will or some other type of estate planning...

Avoiding Will Challenges

One of the things you should take into consideration when planning your estate is how your family members, or former family members, may feel...

North Dakota Augmented Estates and the Uniform Probate Code

North Dakota is only one of 10 states to adopt the Uniform Probate Code’s augmented estate concept. Augmented estates allow disinherited spouses...

Irrevocable and Revocable Trusts

A trust is a legal type of property ownership which allows a grantor to transfer legal title to trust property to a third-party trustee. The...

North Dakota Law on Nuncupative Wills

A nuncupative will is an oral will. Several states allow their residents to create oral or nuncupative wills under limited circumstances....

What are Revocable Living Trusts?

Revocable living trusts allow you to distribute your assets through written documents, similar to wills. Also similar to a will, if you create a...

How Do I Get Assets Out of My Living Trust?

You maintain full control of all of your living trust assets, so you’ll be happy to know that you have the power to take your assets out of your...

Creating a Self-Proving Will in Florida

To get around the judicial process of authenticating a will, the Florida legislature enacted Section 732.503 of the Florida Statutes within the...

Florida’s Elective Share Statute

In Florida, Chapter 732 of Part II of the Florida Statutes is the Florida Probate Code. Pursuant to Section 732.201, Florida law allows married...

Does Gift Tax Make Sense?

We are all taught from an early age that generosity is a positive quality. There are few more satisfying feelings than seeing a smile cross the...

COLA on Way for People on Social Security

Retirement planning attorneys stress the importance of making preparations for the future because they are aware of all the details surrounding...

Why Having a Small Business

Most people realize the importance of estate planning and keeping up to date with their plan; however, if you are a small business owner,...

Veterans Aid

Serving your country in the military is a supreme sacrifice, but there are some rewards that go along with it. Most people are aware of the fact...

Your Business Needs a Succession Plan

Most people think to create a plan for their personal assets in the event of their death; however, if you are an owner, or part owner, in a...

New Baby

If you have a new baby, adopted a child, or have a step-child or other special child you want to provide for, you need a new estate plan.

Advanced Estate Planning Suggestions for Alzheimer’s Patients

There are a number of considerations to make during your estate planning process, of which includes getting your affairs in order prior to...

The Federal Trade Commission and the Funeral Rule

Unfortunately, many complaints filed by consumers alleging deceptive trade practices or illegal contracts involve senior citizens.

What is an Insolvent Estate?

When you start considering estate planning issues, you do so with the intent to pass on as much of your wealth and property as possible.

Lessons Learned from a Famous Supreme Court Justice’s Will

Even U.S. Supreme Court Justices are required to leave legally valid written wills to save their executors from unnecessary probate fees.

The Most Important Key to an Estate Plan That Works

Most people sign their estate planning documents, breathe a sigh of relief, pat themselves on the back for completing the task, and don’t think...

Baby Boomers Becoming Caretakers

A recent survey reported by the newspaper USA Today had some surprising findings for the growing group of Baby Boomers that are anticipating...

Without a Will

Some people never get around to planning their estate or creating a will. In this situation, there is no will to determine how affairs are to be...

How to Use an AB Trust

One of the biggest concerns for individuals and couples with a sizable estate is how to accomplish the transfer of assets upon death without...

The Pitfalls of Probate

A lot of people equate the process of estate planning to the execution of a last will. While it is true that you can choose to use a last will...

Giving Gifts Can Provide Tax Savings

The federal estate tax looms as a significant source of asset erosion and taking steps to mitigate your estate tax exposure is a big part of...


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