Spotlight on Wills for Heroes

Jennifer Santini / October 26, 2010
avatar

This week, October 24 – 30, is the 2010 National Pro Bono Celebration, sponsored by the ABA Standing Committee on Pro Bono and Public Service.  In honor of this celebration, I wanted to take a moment to spotlight a wonderful program that my fellow Epilawgers (Maggie Green, Jamie Held and Jayne Sykora) and I are […]

Estate Tax Update

Jamie Held / October 24, 2010
avatar

  The current year has been and still is a chaotic year in the area of estate planning.  Currently, there is no federal estate tax.  And, what will ultimately happen to the federal estate tax is still unknown. How did we get here? The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) provided […]

The Benefits of Utilizing Corporate Trustees in Your Estate Plan

Adam Cox / October 18, 2010
avatar

Selection of the appropriate trustee is often an emotional decision. While many grantors may feel that naming someone outside the family to act as trustee may be seen as a “vote of no confidence” for their family, they should instead view that decision as both loving and prudent. Simply put, when a grantor names a […]

Incorporating Flexibility in Uncertain Times

Jamie Held / October 14, 2010
avatar

As you may or may not know, 2010 has been a tumultuous year in the area of estate planning. Currently, there is no federal estate tax.  And, worse yet, no one knows exactly what the future holds for the federal estate tax.  How do you plan when there is so much uncertainty? Marital Deduction Given […]

A Living Trust: Is it right for you?

Jayne Sykora / October 10, 2010
avatar

So often clients come to us for help with an estate plan, convinced that a living trust is necessary because they have heard that it is the ideal tool to assure avoidance of a ‘dreaded’ probate proceeding. Many believe that probate is expensive, time-consuming and overwhelming. Therefore, a living trust, coupled with a pour-over will, […]

Life Insurance News Flash!

Jamie Held / October 8, 2010
avatar

ALERT:  Life insurance proceeds may be included in a decedent’s gross estate for estate tax purposes. The Impact of Life Insurance Many people underestimate the total value of their estate.  People assume that they do not have enough assets to worry about estate tax planning.   However, most do not realize how their life insurance factors […]

Review of Do-it-yourself Estate Plans

Maggie Green / October 4, 2010
avatar

I knew it was coming.  The dreaded question: “Can I use a will-maker software program rather than have an attorney draft my estate plan?” My explanation of the risks and pitfalls does not always satisfy the friend or family member inquiring about why they cannot use the cheaper option for their extremely simple estate plan. […]

Key Players in Your Estate Plan

Jennifer Santini / October 1, 2010
avatar

While most estate planning attorneys prefer that clients review their estate planning documents on an annual basis to ensure that all key information is kept up-to-date, it is evident that this is not always the case. Since more often than not clients have their estate plans drafted and then file the documents away, never to […]

Estate Planning Basics – Get your ducks in a row

Jennifer Santini / September 25, 2010
avatar

It is essential to have your affairs in order to ensure that your property and family members are cared for after your death.  Your estate plan is the blueprint for your wishes and directives for when you are unable to express such requests either due to incapacity or death.  By creating an estate plan, you […]

A Difficult Conversation

Maggie Green / September 22, 2010
avatar

A recent article in the New Yorker, Letting Go discusses various perspectives of those people who are affected by someone who is terminally ill.  The author, Atul Gwande researched and followed patients ranging in age and illness, some of whom had chosen aggressive treatments for potentially terminal illnesses and others who chose hospice care.  The […]

Health Care Directive 101

Jayne Sykora / September 8, 2010
avatar

Many are often confused as to what is a Health Care Directive, how it works, when and where it can be used and what the benefits are to having a Health Care Directive in place. Some of this confusion can be contributed to the fact that various titles have been used over the years, as […]

Page 48 of 48« First...102030...4445464748