Blog Posts in 2011

  • Your Health Care Power of Attorney

    || 28-Nov-2011

    Most people’s estate plans have a “Health Care Power of Attorney” or “Advanced Health Care” document. This document guides the medical practitioner when the patient cannot communicate his or her medical wishes. It is of utmost importance that this Health Care document precisely states the medical care that the patient’s agent can authorize. The Center for ...
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  • I Can Draft My Own Will/Trust, Can't I?

    || 8-Jul-2011

    Sure you can. You can also fly a plane, fix a jet engine, repair your IPhone, and install your own tankless water heater. But not without some training and experience will you be able to succeed. But, you say, wills are easy. I can copy grandmother's will. Of course you can. Why bother about President Obama's 2012 fiscal year budget that now includes 5,100 new IRS agents to chase down that ...
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  • Don't allow yourself to drown in a tsunami of confusion that swirls around family feuds, will contests, lawsuits, petitions, attorney notices, probate court filing requirements, irresponsible trustees, accountings that make no sense or threatening siblings. There is the ri ght thing to do. If you are a trustee or executor of a family member or friend's estate, you have certain fiduciary ...
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  • So, You Inherited an IRA From Your Dad...

    || 17-Feb-2011

    If you recently inherited an individual retirement account (IRA) from someone other than your wife or husband, you will need to make certain decisions about where to deposit the funds and what taxes are involved. Unhappy adverse tax consequences may result if certain rules are not followed. The rules that govern an inherited IRAs are different from rules that govern IRAs inherited by a surviving ...
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  • Welcome to our Estate Planning Blog

    || 31-Jan-2011

    We are pleased to announce the launch of our Estate Planning Blog with an RSS feed available at Blog/Entire-Blog-Feed/RSS.xml
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