11 Reasons to Avoid Estate Planning

September 5, 2010

This weekend, I took my young son and daughter to a movie in which a beloved family cat died. My son especially didn’t enjoy the movie because of this. On the way home, he realized, “Hey! If the cat can die, then everyone will die too!”  Read more...

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In Appreciation – August 2010

August 31, 2010

To mark the end of my first month of blogging, I am going to take a post to thank those who have gone out of their way to give me their help and support.  I have had only limited contact with the lawyers listed below, but even their brief acknowledgments and encouragements are evidence of…

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Removal of the Personal Representative

August 29, 2010

Going through probate is especially difficult.  If you are a beneficiary, you were likely quite close with the deceased, and would prefer to have the whole process be over with.  But what if you are having problems with the executor, trustee or personal representative (hereinafter “PR”)?  Can you get rid of the PR?  How?  The…

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Virtual Law Offices: What’s Behind the Mask?

August 27, 2010

A “virtual” law office?  Is this a new video game?  Another automated service?  Would I get to wear a virtual reality mask? We have discussed here in earlier posts about how the legal profession is trying to respond to the decay in the relationship with clients, especially given the cost, inaccessibility, lack of trust, etc. …

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8 Great Estate Planning Movies of the ‘80s and ‘90s

August 25, 2010

When I came up with this idea, I thought it was original.  However, California attorney and CPA Keith Schiller is years ahead of me, as evidenced by his “Estate Planning at the Movies” website.  With deference to Mr. Schiller, I introduce my 8 favorite movies of the 1980s and 1990s containing estate planning themes (links…

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Estate Tax Effects on Cross-Owned Life Insurance

August 24, 2010

Today, Professor Beyer’s blog links to an article regarding the current status of the federal estate tax.  Unfortunately, many are left in a holding pattern while Congress decides whether or not to reinstate the tax before 2011.  If the tax is reinstated, it is unknown  if a decedent’s first $1 million, $3.5 million, $5 million,…

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How Revocable Trusts Are Unlike Haircuts

August 23, 2010

I can’t stand getting haircuts. It all started when I was in my mid-teens, and my mother took me to her hairdresser.  The gentleman took one look at the back of my head and called over his colleagues.  Within seconds, other hairdressers as well as shampooers, sweepers, cashiers, etc. came by to look at the…

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