Living Trusts

Follow-Up Answers to “Revocable Living Trusts in a Nutshell” Webinar

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Online Presentation This past Monday, I gave a 90-minute webinar entitled “Revocable Living Trusts in a Nutshell”.  It was sponsored by the good folks at the National Business Institute (“NBI”) and simulcast by West Legal Ed Center.  The course was geared toward a national audience and is approved for Continuing Legal Education (CLE) credit in…

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Consider Digital Estate Planning Services

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NOTE:  I am proud to announce that my post below also appears in the January 2012 edition of the WealthCounsel Quarterly Newsletter, linked here.  While written mainly for estate planning practitioners, this overview is also hopefully helpful to anyone with any digital assets.  Enjoy, and Happy New Year!  Read more...

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Last Month in Estate Planning (October 2011)

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The following is a summary of popular topics discussed in estate planning blogs and articles last month. Federal Estate and Gift Tax Updates The IRS announced that for 2012, the federal estate tax exclusion will increase to $5,120,000 (it was $5 million in 2011).  As Julie Garber of about.com notes, this means that the lifetime…

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13 Effective Ways to Transfer a Personal Residence to Your Heirs

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Whether or not you own your personal residence with a spouse, there always exists the potential that a non-spousal heir could end up with it.  Because we really don’t know what the future holds, it is important to decide what should happen if something happens.  Read more...

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One State’s Brochure Against Living Trusts: How ‘Bout Them Apples?

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A colleague recently sent me a link to this pamphlet,  “Living Trusts:  Get the Facts!” from the Estates and Trusts Section of the Maryland State Bar and the Register of Wills Association of Maryland, circa 2004.  I did not even have to click on the link, because I was already well acquainted with it.  Read…

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Last Week in Estate Planning (September 4 to September 10, 2011)

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So I just saw “Contagion”, the movie released last week about the effects of a global pandemic.  While it certainly had a “could this really happen” feel to it, it also produced skeptical “who is going to profit from scaring the public due to the depicted realism” thoughts as well.  Read more...

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What’s Missing From This Trust? Not Knowing Could Cost You Thousands

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There are plenty of articles, books, blog posts, etc. that explain the benefits of hiring a lawyer to do your estate plan, rather than doing it yourself.  Similar articles, books, blog posts, and et ceteras also recommend that you hire a lawyer instead of using an online company. On the other hand, fewer resources explain…

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Last Week in Estate Planning (August 14 to August 20, 2011)

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There were many excellent blog posts last week.  Some of the topics you see linked and discussed below may contain some unfamiliar topics, but all provide excellent introductions to the given subject. Top Posts and Articles of the Week Post of the Week To Stretch and Protect: The Goal of a Retirement Trust, David E.…

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Last Week in Estate Planning (July 17 to July 23, 2011)

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One of my favorite passages in literature comes from Devotions Upon Emergent Occasions, Meditation XVII, by poet John Donne, written in 1624:  Read more...

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Last Week in Estate Planning (July 3 to July 9, 2011)

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In the previous “Last Week in Estate Planning” entries, I placed the “Post of the Week” at the bottom as a way of building suspense.  However, I have been advised that burying the lead in a blog post is perhaps imprudent. So now, the “Post of the Week” goes first, which is especially appropriate given…

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