You could leave your assets in trust for your son and, if it has the proper language, such assets, while in the trust, would not be taken by your son's spouse. Another option is to form an entity (such as a LLC), transfer certain assets into the LLC and put that into the trust. Under state law ownership in LLCs cannot be "taken." You should seek the advice of an estate planning attorney in your area.
You should seek the advice of a tax attorney in your area. The type of ownership interest you receive (:capital, profits, etc.) will dictate whether it is taxed upon receipt. In addition it affects how you are taxed when (or if) the company is sold. This is not something you can just pick up at a local bookstore.
Let's keep this simple, you are not required to update your Will merely because you move to a new state. If the move was because of a change in circumstances (divorce, new high paying job, etc.) then you might want to update it.
You will need to check your state's law. But your spouse may have a claim if after marriage the couples income was used to pay or maintain the house. Also, your spouse may have a "spousal election" whereby they can elect against what the receive in your will. Best advice is to see a lawyer in your state who can address your situation.
As a physician you will be responsible for your negligence whether in an entity or not and that should be covered by malpractice. The "protection" comes from when you add other physicians/owners in the group where you might be isolated from liability from their acts in an entity. Aside from liability, you might have tax benefits from practicing in an entity. Speak to a tax or health care attorney in your state.
Is this a personal return? Normally there is a 3 year statute of limitation from the later of (i) date of filing the return, or (ii) the date the return was to be filed. So your 2008 return would be the later of the date it was filed or April 15, 2009. If your return has a substantial understatement of income (generally 25% of more of your gross income) then it's 6 years from such dates. If fraud is involved there is no statute of limitation. Talk to your tax attorney.
LEGAL DISCLAIMER: I...
Wills can be change anytime prior to death. No one is an executor until after the person dies and the Will is admitted to probate. Look at court records to see if the probate was opened and an executor named.
LEGAL DISCLAIMER: I am licensed to practice law only in Washington, Alaska, and Idaho. I am ethically required to state that the above answer does not create an attorney/client relationship. These responses are only general legal education and are only general information about the...
No it's not. But the lawyer will disclose to you certain things, including the right to charge separate legal and personal representative fees. Whether your lawyer will in fact agree to be your personal representative is something you should discuss with him or her.
LEGAL DISCLAIMER: I am licensed to practice law only in Washington, Alaska, and Idaho. I am ethically required to state that the above answer does not create an attorney/client relationship. These responses are only general legal...