Estate Planning Law Articles

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

There is No Taking Back Your Estate Plan

There are some things in life that we all wish we had done differently. No one makes the right choices 100 percent of the time. Of course, we...
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How To Remove an Executor in Canada

When deciding whether to remove executors, Ontario courts focus on the best interests of the beneficiaries & the future administration of the...

Committed Couples

Recent Census Bureau statistics are indicating that people who have been divorced are not remarrying with the same frequency that they did in...

New Elder Care Technology Helps Seniors and Their Families

If there is one area of modern life that seniors are often not so comfortable with, it is new technology. However, there are a range of new...

Know Your Options

Estate planners often talk about creating the plan that meets the specific needs of the individuals they are advising. They ask what you want...

Eagles' Owners to File for Divorce in PA

The billionaire owners of the Philadelphia Eagles have announced their decision to file for divorce in PA after 20 years of marriage. The owners...

Vampire Estate Plans

Do you ever wonder if vampires have estate plans? Of course, vampires are not real, but they seem to be everywhere in popular culture today....

What About Your Pets?

When you pass away, you will probably leave more things behind than you realize. That’s why you need an estate plan that covers everything, even...

Planning for Medical Emergencies

Planning for a medical emergency is one of the most important things you can do for you and your family. After all, life is unpredictable and...

Probate Can Be Troublesome

One of the reasons why some people choose alternatives to a last will when they are arranging for the eventual transfer of assets to their heirs...

Why Single People Don't Have Estate Plans

If you're single, whether or not you're young, you are part of the group that is the least likely to have an estate plan. The fact is most...

The Worst Estate Planning Errors You Can Make

As Abraham Lincoln once said, “Everything on the Internet is true.” If you've ever looked for legal advice online, it won't take you very long...

Big Executor Mistakes

As an estate executor, you have the legal power to manage a deceased person's property and redistribute that property to new owners. With this...

Reverse Mortgages: An Option When Needed

When you are planning for your retirement years you have to make projections a couple of decades into the future, maybe even longer. The fact is...

Welcome to the Sandwich Generation

The “me” generation is rapidly becoming the “sandwich” generation. If the term is foreign to you, don’t feel left out. It is simply a new term...

Benefits of Waiting to Make an Estate Plan

Sometimes, when you have difficulty making a decision, it’s helpful to write out a list of the pros and cons of the decision. There are people...

Protecting Your Loved Ones as They Age

If your parents or a loved one have suffered an injury or have an illness that makes it difficult or impossible for them to address their own...

Protecting Your Assets and Estate as You Age

Minimizing Stress in Your Golden Years

Are Joint Accounts Safe From Your Estate?

The appellate division recently overturned a Nassau County case.

“It Feels Good”…When You Plan. James Brown Estate Found Out The Hard Way

Court Battles Deplete Estate assets leaving families to fight and receive less to nothing…..

What You and Loved Ones Need to Know about Power of Attorney, Living Will Documents and Guardianships…Plan Ahead

Guardianships can be avoided through the use of living wills and powers of attorney documents. Living Wills and powers of attorney can provide...

Estate Planning - How to Maximize Your Inheritance for Your Children and Your Future Income

Careful estate planning is the best way to maximize your inheritance for your children and your future income. Speak with an attorney today and...

Who Will Be the Administrator of the Estate?

If there are several children, who will be the administrator? That is a tough question to answer, however, when families are cooperative with...

Trusts Are Not Always the Best Option

Over the years there has been a lot of chatter about avoiding probate because it’s this horrible expensive “monster.” It’s not. Look at the...

The “Sandwich” Generation

Many of us have lived through generation X, the “me” generation, and generation “Y”, but have you ever heard of the “sandwich” generation?...

Arthritis Warning Signs You Need to Know

Arthritis can strike at any time, though it most typically affects people over the age of 60. There are many forms of arthritis, and while there...

Do You Really Want your Estate to Be Probated?

You may think that the simplest solution for stating your final wishes is the execution of a last will. In fact, depending on the circumstances...

Avoidable Estate Planning Mistakes

Many estate plans contain mistakes that can and should be avoided. Unfortunately, easily avoidable mistakes are made all the time in estate...

How to Make Use of a Family Incentive Trust

If you are like many people who have been fortunate enough, and worked hard enough, to have built up a sizeable and valuable estate, you may...

Are You Part of the “Sandwich” Generation?

If the term “sandwich generation” doesn’t sound familiar to you, don’t worry, you are not alone. This is term that is being used to describe...

Save Money while Enjoying Familiar Surroundings

If you were to be among the many who are going to require living assistance when you reach an advanced age you have some decisions to make. A...

Legal Action is Required for Committed Couples

If you were to ask yourself how you would want your possessions distributed if you were to pass away at any given time you may well find that...

How your Loved Ones May Suffer if You Fail to Plan for your Death

If you have a family or loved ones who mean a lot to you, then you owe it to them to plan ahead in the event of your untimely death. Tragedy or...

Social Security Basics

If you are like many Americans, you are concerned about the future of the Social Security retirement program. Warnings about the fate of the...

The Larry Hillblom Story - Case in Point for Updating Your Estate Plan

Although you may not be familiar with the name Larry Hillblom, you have probably used the company he founded or at least heard of it. Hillblom...

Dealing With the Death of a Family Member - Common Steps That Must Be Taken

As much as we all wish that we would never be faced with the death of a close family member, it may happen at some point in time. In the midst...

Translating Will Language – Commonly Encountered Uncommon Terms

If you started creating your Last Will and Testament, you may come across some words that appear strange or unfamiliar. This is very common, as...

Elderly Parents May End Up Costing Children

With many baby boomers reaching retirement age every day, proper financial planning is becoming increasingly more important. But for many...

Elderly Depression - What to Look Out For

For elderly Americans, depression often goes undiagnosed and untreated because many people do not recognize the symptoms. Elderly people are...

Debt Reduction Can Lead to Stress-Free Future

One of the things that people look forward to when they envision retirement is the ability to live stress-free. Try as you might, it can be very...

Identity Thieves, Scam Artists Often Target Elders

There are things that can be done to protect your assets during the latter stages of your life from a legal perspective, and you should discuss...

Your Parents May Favor a Charity Over You

Thinking about an inheritance you might receive is an exercise that's filled with competing emotions. While you never want to think ill of your...

Watching the Trustee

Who Watches the Watchmen?" has become a modern classic line. In case you don't know, The Watchmen are a fictional group of superheroes. In their...

Act in Advance to Preserve Assets

There are individuals who are naturally more exposed to potential legal actions than others, and for these people asset protection should be a...

Life's Not Fair for LGBT Couples

You have undoubtedly heard the old axiom "Life's not fair." We all know that it's true. We would like to believe that on some level, things even...

Understanding Social Security and Its Future

Most of us have heard all the dire warnings about the future of the Social Security retirement program. Some analysts tell us that the program...

Stieg Larsson -- Another Example of Why Estate Planning is So Important

In case the name doesn‘t ring any bells offhand, Stieg Larsson is the author of the awarding winning novel turned movie, The Girl with the...

Estate Planning for the Unmarried

Many of us remain unmarried by choice or by necessity. Maybe you are paired up but cannot legally marry because of laws prohibiting same-sex...

Have You Provided for Your Significant Other?

Relationships generally are going to unfold step-by-step, and when you have already been married before you may be in no hurry to actually tie...

3 Financial Questions about Life-Threatening Illnesses

An article in Forbes recently highlighted some of the important financial issues that those who have been diagnosed with a serious or...

Retire Debt Before You Retire

Retirement planning attorneys are going to tell you that it is important to accumulate financial resources in anticipation of being able to put...

Debts After Death: Who Pays?

Of all the issues that arise after someone dies, it's often the financial ones that pose the most difficulties. If a spouse or family member...

Financial Moves for the Terminally Ill

A recent article in Forbes points out that the terminally ill face several financial and estate planning questions that, though not often spoken...

President Obama’s Proposed Budget for 2013

President Obama issued another round of proposed financial budget measures that would affect the 2013 fiscal year. On February 13, 2013, the...

Doris Duke’s Estate Battle -- Why Contesting a Will is Sometimes Necessary

Most people have heard of the concept behind a Will contest, yet most have never been involved in one. A Last Will and Testament cannot be...

Qualifying for Medicaid without Committing Medicaid Fraud

For many senior citizens, the cost of medical care and services is a big concern. Often, healthcare plans that were in effect while working are...

Prepare to Address Assisted Living Expenses

Keeping your fingers crossed while hoping for the best is no substitute for intelligent planning when you are considering the eventualities of...

Your Last Will: The Human Element

When you think about a Last Will, the act of stating your wishes in writing is probably the thing that comes to mind. However, there is more to...

Oklahoma City Trust Administration Basics

When you evaluate the basic anatomy of a revocable living trust you see that there are three principal players. We would like to break it down...

Who is Going to Handle Your Final Arrangements

You have to think things all the way through in order to find the motivation that you need to stop procrastinating and finally start making...

Tax Hikes Loom

Oklahoma City estate planning attorneys are always reminding their clients to stay in touch because the initial estate plan is like a snapshot...

Don't Let Impulses Steal Your Retirement

Statistics indicate that the majority of people who reach the age of eligibility rely on their Social Security benefits to provide most of their...

Elders Must Use Caution on the Internet

Some people have no shame, and this is evident when you look into the statistics regarding elder financial abuse. This has become a big problem...

Your Estate Planning Team to Win the Game

When you are planning an estate there is a common belief that an attorney is the only professional that you you will interact during the entire...

Why You Should Not Put Property in Your Child's Name as Part of an Estate Plan

A good portion of parents with children eventually want to pass on the property they own to their children. Some might think that it is a good...

Who Should Be the Personal Representative or Executor if You Have No Family or Friends You Can Trust

When you make a will one of the most important and difficult decisions you will make is who to name as personal representative or executor. This...

Planning a Funeral as Part of Your Estate Plan

Planning for your funeral is an important aspect of having a complete estate plan. One of the goals for any estate plan should be to make...

As More Boomers Retire, Retirement Homes Scramble to Change[1]

The generation that grew up in the postwar economic boom is bringing with it new expectations as it enters retirement at a rate of 10,000 people...

When is Medicaid Planning Actually Fraud?

If you have heard claims such as “protect your estate assets and still qualify for Medicaid” and wondered about the legality of the claims, you...

Old-Fashioned Estate Plans

Many people never think about making an estate plan. Let’s take a moment and consider this: if you are going to make an estate plan what are the...

A Lesson in Estate Planning - The Larry Hillblom Story

You have likely been told how important estate planning is by numerous people. If you are like many people though, a real life example hits home...

Are You Aware of Medicare Limitations?

It is a rude awakening when you start to reach middle-age and find that you are not prepared for retirement. One of the reasons why far too many...

Proceed With Caution to Avoid Elder Financial Abuse

There are some people who will go to any lengths to line their own pockets, and they will even stoop so low as to target senior citizens....

Medicaid Fraud Continues to Plague System

With state budgets increasingly tight and Medicaid set to expand drastically in 2014, many lawmakers are looking for ways to decrease the impact...

Payable on Death Accounts and Transfer on Death Accounts

Payable on Death or Transfer on Death Accounts may be an option to avoid probate and allow your beneficiary immediate access to your accounts....

Inadequate Estate Planning

While most of us are aware of the risks of not having an estate plan the truth is, having an inadequate plan can be just as risky. Your estate...

A Lack of Estate Planning

Do you have a legal plan in place in case you should become mentally disabled or in the event of your death? If not, your family may face a long...

Hire an Expert in Estate Planning

A month ago my computer crashed. It was devastating. Every time I tried to start the thing, I got nowhere. I looked online for answers and...

Estate Planning: Young Adults are not Exempt

Imagine being a young adult who is transitioning into a new phase of life. You have your first child on the way, and you are envisioning all of...

Medicaid Planning and Filial Responsibility Laws

While planning for retirement, many people focus on the money they'll need to support themselves and their family after they stop working. What...

Seniors Have Increasing Amount of Debt

While many Americans have been hit hard by the recession, baby boomers and elderly Americans are increasingly more in debt than they have been...

Common Questions about Medicaid Planning

While many people make Medicare coverage part of their retirement plan, not everyone knows that Medicare doesn't pay for long-term care...

Medicaid Fraud Accounts for Billions Lost Each Year

The costs associated with the growing number of Americans who have fallen into poverty and are relying upon Medicaid for health care insurance...

Probate Courts Handle Numerous Issues

A good estate plan is, often, one that will avoid any probate court complications, thus saving your estate time and money. While probate courts...

The Strange Language of Wills – A Quick Guide

Most people don't spend their daily lives dealing with the language of the law. Because of this, it’s important for anyone creating a Will to...

How to Minimize or Eliminate Taxation of Your Retirement Accounts at Death

While retirement accounts do provide healthy tax incentives to save money during one’s lifetime, most people don’t consider what will happen to...

Ohio Estate Tax Being Repealed

You might think that you would be able to leave behind resources to your loved ones after you pass away fully intact. After all, whatever you...

Future Health Care Expenses Can Be Considerable

When you are enjoying your prime earning years you have a certain amount of financial power. Once you retire you may find yourself living on a...

How Not Having an Estate Plan Can Hurt Your Family

It's very common to come across news stories about disputes that arise after a famous or wealthy person has died. These family conflicts often...

Divorces and Your Estate Plan

Estate plans do not come in a one-size-fits-all product, and all estate plans need to be changed whenever certain life events arise. Divorcing...

You Need an Expert Estate Planner, Not Just Any Attorney

Everyone needs an estate plan. If you are smart, you know that you need an attorney to draft your estate plan. Estate plans have legal...

What Your Children Need to Know About Your Extended Care Plan or, Your Lack of One

In a small majority of states, adult children of elderly parents may be required to pay for the parent's long-term care expenses if the parent...

Crossing State Lines with Your Estate Plan

Moving to a new home probably means making long lists of Things to Do. If you’re moving across state lines, be sure to add an Estate Plan Review...

The Hurdles Faced by America

If you are one of America’s farmers or ranchers, estate planning includes some significant hurdles for you that it does not include for other...

Estate Planning for the GLBT Community

Marriage in the United States is much more than an emotional commitment between two people--it is an official status that comes with numerous...

Something is Not Right about My Parent

If you have recently lost a parent, you are undoubtedly going through the grieving process that follows such a deep loss. The loss of a parent...

The Future of Social Security

If you have worked hard all of your life, and are at the point where you are starting to think about your golden years you are probably counting...

What Happens When You Fail to Plan for the Possibility of Your Own Death

Death is not a popular topic for obvious reasons. Most of us prefer not to spend much time thinking about the possibility of dying, at least not...

An Example of Why Estate Planning is So Important

Although you may not know the name, you have probably read the novel or seen the movie based on the novel The Girl with the Dragon Tattoo, which...

Veterans Benefits Can Provide Financial Security

As you are thinking about the quality of life that you will lead as a senior citizen, you must be pragmatic about your present-day actions....


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