Recent Posts in Will or Trust Contests Category

  • Why Do I Need to Plan My Estate?

    || 6-Sep-2017

    Planning your estate requires much more than just figuring out your will. The purpose of an estate plan is to help you understand your financial needs and ensure your heirs are provided for in the best possible way. An estate plan not only makes the process of distributing assets and legacy wishes easier, but can also help you and your heirs pay significantly less in taxes, fees, and court costs. ...
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  • Be Careful When Leaving Monetary Gifts to Caregivers

    || 8-Mar-2016

    Elderly people who receive care in their home or in a nursing facility sometimes have a desire to leave a monetary gift to a caregiver. While this is a perfectly reasonable and understandable desire, if done in an incorrect fashion, certain snags can arise that prevent the caregiver from ever receiving the funds. What is a Certificate of Independent Review? California has several laws in place to ...
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  • States in Which Not to Die

    || 29-Jan-2013

    STATES IN WHICH NOT TO DIE Under recently passed federal law, families of individuals who die in the year 2013 with estates valued at less than $5,250,000 will not have to pay a federal estate tax. This exemption from federal estate tax can be doubled for married couples. This is not the case at the state level, however, as states have different inheritance tax rates and different exemptions. Does ...
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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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