Special Circumstances

While many think they just need a will, many differing situations result in extra planning needs. For instance, a divorce, special needs, and non-traditional relationships tend to require additional consideration in your estate plan.

Have Dependents? Then Strongly Consider Standby Guardianships

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Today we discuss a strategy that is useful in case of what is likely the most devastating, worst-case scenario for many families – the unexpected and sudden death of parents or caregivers. While we hesitate to even think about it, we must consider all possibilities in estate planning so that loved ones can be left…

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No Digital Estate Planning? Go Google Yourself!

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Have you ever Googled yourself?  Did you find any fascinating careers and/or hobbies that your same-named friends have undertaken?  It is amazing and a bit scary how much one kind find through this three-second exercise. Searching My Own Name I entered my first and last name in quotes earlier today and found the following information:…

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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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Digital Estate Planning: Is the U.K. Ahead of the U.S.?

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Cloud computing is the ever-growing system of online companies providing services online as opposed to providing them through software that you would install on your own computer.  In “the cloud”, everything from applications to storage to infrastructure is provided online, thereby giving users the ability to find their data on any networked computer, smart phone…

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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 (September 11 to September 17, 2011)

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This past April top estate planning blogger David A. Shulman, Esq. opined that “[t]he #1 Estate Planning blog is and continues to be Texas Tech Univ. School of Law Professor Gerry Beyer’s ‘Wills, Trusts & Estates Prof Blog.’  It is, and continues to be, essential reading for anyone in the profession.”  Read more...

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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 21 to August 27, 2011)

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One thing I enjoy about most of the top estate planning blogs is that they go to the trouble of citing others’ fine work.  In this week’s top 10 posts and articles, you will find several examples of this praiseworthy practice. Top Posts and Articles of the Week Post of the Week Be Mindful of…

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