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.

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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State Law Differences Regarding Spousal Disinheritance

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We have talked a bit lately about how estate planning cannot meet a one-size-fits-all approach.  While this is primarily due to the differing situations and desires of each individual, it also has to do with the significant variations in state law.  Read more...

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Thoughts on My Mother’s Looming Death

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For the second and final time, I am watching my natural parent succumbing to an extended illness.  In this case, my mother does not appear to have much time left at all. Corticobasal Degeneration You might skip this section if you are sensitive to reading about one’s gradual loss of the use of her body.…

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A Defense of Marriage Act (DOMA) Primer

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You may have heard reference to the Defense of Marriage Act (DOMA) in the news lately.  In this post, we will briefly explain DOMA, recent Presidential and Congressional reaction, and the potential effects moving forward. The Current Law DOMA is essentially based on three provisions in Federal law:  Read more...

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Elder Abuse Law: Is Momentum Building for New Legislation?

Justice For All: Ending Elder Abuse, Neglect & Financial Exploitation Senate Hearing

You may have read about 90-year-old actor Mickey Rooney’s recent testimony at the Senate Special Committee on Aging regarding how he personally suffered psychological abuse and financial exploitation due mainly to his advanced age.  Today, we will list some resources and links regarding the developing law regarding elder abuse. CATEGORIES OF ELDER ABUSE According to…

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10 Reasons Young Adults Should Consider Estate Planning

10 Reasons Young Adults Should Consider Estate Planning

According to the law of averages, approximately 1 in 500 people in the United States who are aged 25-44 will die this year.  In other words, 499 out of every 500 in this group will be around in 2012. So why on earth do estate planning attorneys, financial planners, insurance salesmen, etc. recommend that anyone…

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4 Steps to Take Today to Preserve Your Digital Assets

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Today, we will continue our discussion of digital estate planning by talking about some direct steps you can take to protect your “digital assets” after your death. The overall goal is to protect the existence of your documents, pictures, emails, etc., and to prevent sites from destroying them before your digital executor can get to…

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Artificial Insemination and Estate Planning: Laws in Their Infancy

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Assisted reproductive technology (“ART”) describes the methods used to help women become pregnant through the aid of artificial means.  ART encompasses several procedures, including but not limited to artificial insemination, fertility drugs, in vitro fertilization and surrogacy, and obviously involves sperm donation as well.  The distinction between the different types of ART becomes very important…

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Special Needs Trusts – Another Exceptional Estate Planning Development

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Imagine you have your first child.  Nothing can contain your excitement as you make this foray into adulthood.  However, as the months pass, you begin to observe that something is not quite right.  Your child is not behaving like the others.  You get worried, but friends, teachers, and doctors tell you “kids learn at their…

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