Most people are aware of the fact that individuals who serve in the United States... [Read more...]
Is DIY Estate Planning Wise?
Many people enjoy engaging in do-it-yourself projects for a number of different reasons. Obviously you... [Read more...]
What to do when a Deceased Person Held Property in Joint Tenancy with a Fictitious Person?
Recently I had an attorney ask me about the following question. A decedent had died... [Read more...]
Estate Planning Is Relevant To Adults Of All Ages
At the present time the average life expectancy in the United States is between 78... [Read more...]
If Real Property is Held by a Deceased Spouse and his Parent, how does the Surviving Spouse get Title to the Home?
I was recently asked to address a situation where Husband died and the home was... [Read more...]
Tax-Free Gifts Can Provide Estate Tax Efficiency
Understanding the existing estate tax parameters at any given time is an important part of... [Read more...]
Let’s Talk “Falls”
We all want to protect our family members and keep them safe, secure and independent.... [Read more...]
Three Reasons To Avoid Probate
Many people interested in the subject of estate planning do research on the Internet. When doing online research, ... [Read more...]
If an in-law draws up a Will or Trust for the parent of his or her spouse, does that void his/her spouse’s share of the inheritance?
I was asked whether or not a daughter, whose husband prepared a will for the... [Read more...]
Travel Tips for Seniors, by guest blogger, Lois G. Tager, M. Ed., CSA, Director of Geriatric Care Management at the Litherland, Kennedy & Associates, APC, Attorneys at Law
As the holiday season approaches, families often travel from one destination to another. Preparing beforehand... [Read more...]
Stocks in the Name of Deceased Spouse
A client recently presented me with the following factual situation. Her father, a California resident,... [Read more...]
Optional Claims Procedures for Trust Administration
One of the major advantages of having a living trust is that upon death, assets... [Read more...]
