Legal Articles, Estate Planning

What a Personal Property Memorandum Can Do for your Estate Plan

When you make a will as part of your estate plan there is a portion that is reserved for specific bequests or items that you want to give to a person. Instead of listing all of your personal property one by one in your will there is a manner that will allow you to give items away.

Six Claims You Should Be Wary of Regarding Living Trusts

Clients should enter the estate planning arena with as much information as possible, and not from a point of view of fear. Here are six claims to be wary of regarding living trusts.

Who Needs an Estate Plan?

Many people think wills are only for the wealthy folk. Think again.

Family Limited Partnerships

Family Limited Partnerships can be used for Estate Planning

ESTATE PLANNING with EX WIFES and STEPKIDS

Drafting an Estate Plan with blended families is even more difficult in the down economy. Real Estate wealth is gone, people live longer and parents are subject to financial and phsyical abuse by those who are supposed to take care of them.

How to Detect Dementia and Alzheimer's

Dementia can sneak up on families. Its sufferers are pretty adept at covering lapses early on, and spouses are sometimes there to compensate. Doctors too frequently are fooled as well.

Minimize Gift and Estate Taxes

Legal Methods to Minimize Gift and Estate Taxes

ESTATE AND GIFT TAX UPDATE 2013

Now that the cloud of uncertainty over estate and gift taxes has finally cleared, individuals and couples can get down to some serious planning.

If You Have a Revocable Living Trust, Do Not Forget to Fund it

If you have gone to the trouble of having a revocable living trust set up, it needs to be funded by placing your probate assets into it. Care should, however, be taken with certain pension and annuity type assets.

Basic Estate Planning in Florida

Very quick overview of documents most people should have in place

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