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ESTATE PLANNING

Estate planning, the process of disposing of an estate, constitutes more than just having a will. It includes the will, trusts, beneficiary designations, powers of appointment, property ownership, gifts, power of attorney and living will (or healthcare proxy). As rules change, so does estate planning. This topic covers the latest news and information on estate planning.

Estate Planning is part of Business Exchange, suggested by Elenora Dicey. This topic contains 538 news and 239 blog items. Read updated news, blogs, and resources about Estate Planning. Find user-submitted articles and reactions on Estate Planning from like-minded professionals.

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Publication Addresses Management of Digital Estatesmore

The digital age has changed the manner in which assets are transferred, giving rise to the development of digital...

Fifth Circuit Clarifies Scope of Probate Exceptionmore

The U.S. Court of Appeals for the Fifth Circuit has found that a federal court assessing its subject matter...

Defining "Income" for Wealth Planning Purposes can be Diffic...more

With the Taxpayer Relief Act (TRA) permanently setting the exemption from federal estate tax at $5 million and the...

PLR 201310002: Using Incomplete Gift Non-Grantor Trusts to Avoid State...more

Individuals in states with high state taxation rates have a new option to consider when trying to reduce their taxes on...

Cipto Junaedy Strategi Beli Property Tanpa Utangmore

Obama's Budget Puts Estate Planning Tools at Riskmore

Under the President's budget, a number of estate planning tools are at risk due to the high unified credit.

A List of "Don'ts" for Estate Planning Attorneysmore

Integrity Marketing Solutions has created a list of tips for estate planning attorneys.  What makes this list unique,...

Forbes: Life Events that Should Prompt an Estate Plan Reviewmore

Forbes has compiled a list of life events that should prompt you to review your estate plan.  It includes classic...

Estate Planning in 2013more

Julius Giarmarco has recently prepared a PowerPoint presentation entitled Estate Planning in 2013 and Beyond.

Disclaimers in Estate Planningmore

Regional Wealth Management Director, Christopher P. Cline, recently published a book on the various ways disclaimers...

Recent Case Offers Hope for Viability of "No Contest" Clause...more

Prior to 2010 California probate courts enforced No Contest clauses according to the plain meaning of the terms of the...

ALI CLE Releases New Online, Editable Forms for Estate Planningmore

The American Law Institute continuing legal education group recently updated its estate planning edition.

Franklin Tennesseemore

Estate sales Franklin Tennessee antiques, collectibles, moving estate sales weekly. Tennessee estate sales liquidation...

Reviewing Changes to Estate Planmore

In 2012, many clients likely made last-minute wealth transfers and may now want to review any changes made to their...

Article Suggests UPC Should Compensate Family Caregiversmore

As the elderly population, and the need for long-term care, continue to increase, experts in healthcare law and estate...

Estate Planning Letter to Familymore

After completing a formal estate plan, a person should draft a letter to his family with specific details to help them...

Incorporating Elder Law Into Your Practicemore

Elder law expert Bernie Krooks discusses the business of elder law as a growing practice.  Claiming that estate...

Top Ten 'Non-Tax' Estate Planning Recommendationsmore

An article by Stuart B. Dorsett gives a list of ten non-tax estate planning recommendations to optimize estate planning.

What To Do With Old Stock Certificatesmore

Often many years after a family member passes away an old stock certificate is discovered and relatives may wonder...

Article on Louisiana Prenuptial Agreementsmore

In an article entitled Louisiana Prenuptial Agreements: Issues for Contemporary Spouses, the author Elizabeth Ruth...

Good Estate Planning Includes Special Needs Trustsmore

Individuals with disabilities are one of the fastest growing minority segments of the population; statistics indicate...

The Financial Danger of Maximizing Taxable Gifts in 2012more

The Financial Danger of Maximizing Taxable Gifts in 2012 By: Jerome M. Hesch (FN1)       At present, clients and their...

Reduce Estate Taxes through Lease Back Arrangementsmore

Intended as an alternative to outright gifts of property, another option in reducing the taxable estate is through the...

'Spiritual' Estate Planning Passes on Values of Departedmore

Spiritual estate planning is growing in popularity for baby boomers.  Individuals are becoming increasingly concerned...

WSJ: Can You Make Your Heirs Honor Your Beliefs?more

A Wall Street Journal article by Rachel Emma Silverman highlights the link between one's spiritual or religious beliefs...

Top Sources: Estate Planning

  • Wealth Strategies Journal 2.0 (Beta)
  • acrimoney.com
  • wealthstrategiesjournal.com
  • Articles
  • rhondasherwood.com
  • consumerist.com
  • lindalawtc.com
  • W&L Current Law Journal Content
  • investmentwriting.blogspot.com
  • blogkatro.com

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