Estate Administration

Why Should Estate Planning Be A Priority For Me?

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Excuse me; may I interrupt your self-imposed blog posting hiatus? Sure, what’s up? You once said that every adult needs an estate plan.  Isn’t that a bunch of hooey?  I mean, if you go to a financial planner, you hear “everyone needs a financial plan.”  If you go to an insurance salesman, you hear that…

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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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Single? Have Less Than $1 Million? Why You Still Need an Estate Plan

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It is certainly easy for the estate planning lawyer to say that every adult needs at least a will.  But if we think about it, does the single person with few assets really need an estate plan at all?  Read more...

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Last Week in Estate Planning (September 18 to September 24, 2011)

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This past week, there were several posts and articles that provided helpful information in terms of estate administration and the nuts and bolts regarding the transfer of decedent’s property to their rightful heirs. Top Posts and Articles of the Week Post of the Week Estate Auctions Aren’t Just for the Rich and Famous, Julie Garber,…

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Last Week in Estate Planning (August 28 to September 3, 2011)

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Now that all the earthquakes, hurricanes, and back-to-school preparations appear to be out of the way, we can get back to some good ol’ estate planning reading! Much of last week’s best works seem to have come from traditional media resources.  Take a look: Top Posts and Articles of the Week Post of the Week…

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Last Week in Estate Planning (August 7 to August 13, 2011)

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Top Posts and Articles of the Week Post of the Week James Brown Estate Mess Compromises His Final Wishes, Danielle Mayoras, Esq. & Andrew Mayoras, Esq., The Probate Lawyer Blog:  Famous Fortune Fights!  Read more... Even though James Brown left his $100 million estate to a special trust for needy children, his estate is still…

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Last Week in Estate Planning (June 10 to June 16, 2011)

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Here are links to the top estate planning stories and developments of last week. By the way, I receive absolutely no financial remuneration from recommending any of the following choices.  I believe this enables me to give an unbiased view of what, IMHO, is the best in topical and quality work from estate planning colleagues…

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Abatement 101: Which Beneficiaries Bear the Brunt of a Reduced Gift?

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I asked my young kids today if they knew what “abatement” was.  They replied, “Yes, Daddy, it’s the bottom floor in our house where all our toys and boxes and other stuff is!” To avoid the stigma of negligent parenting, I explained to them that within the estate planning context, abatement is the forced decrease…

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Don’t Have $5 Million? 50 Reasons to Get an Estate Plan Anyway

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“Estate Planning” is somewhat of a misnomer.  For example, let’s check out The Free Dictionary’s definition of “estate”. You’ll find that the majority of the 8 provided definitions associate the term either with land or with some kind wealth, social position, or political power.  Read more...

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5 Unconventional Estate Planning Tips (and Why They are Right)

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I hesitated to write this post for fear that many would be distracted over this weekend.  However, now that it is after 6 P.M. on May 21, 2011, and we seem to have avoided and survived the rapture, I can help return your focus to arguably more mundane concerns.  Read more...

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