Douglas L. Kaune’s Guides

Douglas L. Kaune

Phoenixville Estate Planning Attorney.

Contributor Level 10
  1. Second Marriage Estate Planning Checklist

    Written by attorney Douglas Kaune, about 5 years ago. STAFF PICK

    Terminate, Will, Power of Attorney and Living Will From Prior Marriage You have to remove your ex-spouse! Even if you removed him/her prior to the second marriage, not all provisions of a new will o

    5 people found this Legal Guide helpful

  2. Medicaid Asset Protector Irrevocable Trust

    Written by attorney Douglas Kaune, about 4 years ago.

    When you are unable to obtain long-term care insurance, you should next consider the Medicaid Asset Protector Trust. Outright gifts to children are discouraged because those assets become exposed to the childrens debts and liabilities, divorces, spnding habits etc. The object i...

    2 people found this Legal Guide helpful

  3. PENNSYLVANIA ESTATE RECOVERY PROGRAM

    Written by attorney Douglas Kaune, over 4 years ago.

    PENNSYLVANIA ESTATE RECOVERY PROGRAM The Pennsylvania Department of Public Welfare (hereinafter DPW) operates an estate recovery program which seeks to recover certain payments made by the Commonwealth on behalf of medical assistance patients. Estate recovery is sought from t...

    4 people found this Legal Guide helpful

  4. Caregiver Exception: Saving The Family Home From Nursing Home Spending

    Written by attorney Douglas Kaune, over 4 years ago.

    SPECIAL CAREGIVER EXCEPTION TO SAVE THE HOME FROM NURSING CARE SPEND DOWN Many people are becoming increasingly concerned about the possibility that they, a parent or loved one may lose the value of their primary residence in order to finance the cost of long term nursing care....

    4 people found this Legal Guide helpful

  5. When Should You Update Your Will and other Estate Planning Documents?

    Written by attorney Douglas Kaune, almost 5 years ago.

    The individuals you have named are deceased. You might have named someone as a beneficiary, executor, guardian, trustee or power of attorney who is now deceased. It is necessary to update the docume

    3 people found this Legal Guide helpful

  6. Create An Appropriate Special Needs Trust

    Written by attorney Douglas Kaune, about 5 years ago.

    Who Should be Trustee Itis important to have the right trustee taking control of assets in a SNT. You should consider a close family member first, but if you do not want to involve family in this pr

    1 person found this Legal Guide helpful

  7. Pennsylvania Inheritance Tax - Frequently Asked Questions

    Written by attorney Douglas Kaune, almost 6 years ago.

    What is The Pennsylvania Inheritance Tax? The inheritance tax is a tax on the assets owned or controlled by a decedent at the time of his or her death. The tax does not apply to life insurance on th

    43 people found this Legal Guide helpful

  8. Probate - Frequently Asked Questions

    Written by attorney Douglas Kaune, almost 6 years ago.

    What is probate? Probate is the court oversight of the estate administration process after a person passes away. Only certain assets are considered probate in nature. Probate assets typically are t

    6 people found this Legal Guide helpful

  9. Key Income and Estate Tax Numbers for 2009 compared to 2008

    Written by attorney Douglas Kaune, almost 6 years ago.

    Education numbers 2009 Coverdell education savings accounts (formerly known as education IRAs): *Annual contribution limit $2,000 $2,000 *MAGI phaseout range for Coverdell education savings accounts

    3 people found this Legal Guide helpful

  10. Children & Divorce: How to Protect Your Children's Inheritance from Divorce

    Written by attorney Douglas Kaune, about 6 years ago.

    Create a Will or Revocable Living Trust You must create a will or will and revocable living trust so that you can set out your intentions for the distribution of assets at the time of your death. Wi

    13 people found this Legal Guide helpful