Estate Planning Legal Guides (362 found)

Written by Clara Yang
Considering following questions before seeking the advice and services of a qualified estate planning attorney will help the attorney understand your wishes and save your money as most attorney charge by the hour.
Posted 12 months ago in Estate Planning.

Written by Edward H Adamsky
Everyone needs a Will, Power of Attorney and Health Care Directive to ensure their wishes are followed and their needs are met.
Posted 12 months ago in Estate Planning.

Written by David G. Weilbacher, Esq.
Every adult should have at least four estate planning documents: a Will, a Durable Power of Attorney, a Medical Power of Attorney, and a Living Will. If you do not have these documents in place, contact an attorney. These documents are very affordable, and can avoid expense in the future.
Posted 9 months ago in Estate Planning. Jurisdiction: Ohio

Written by Christopher L Cauble
The President has outlined his plan to make the estate and gift tax permanent in order to balance the budget. The time to plan for this is NOW. For individuals with larger estates, simple steps can be taken to avoid the big tax bite in the future!
Posted 9 months ago in Estate Planning.

Written by Barry Benjamin Kreisler
A guide to the considerations, options and steps that should be evaluated or taken in creating an estate plan for Illinois Pet Owners.
Posted 9 months ago in Estate Planning. Jurisdiction: Illinois

Written by John David Williams
Many people mistakenly believe they don't need an estate plan if their estate won't be subject to estate taxes. However, there are many reasons to plan your estate, including:
Posted 9 months ago in Estate Planning.

Written by Steven Matlin Greenwood
Many people think that “estate planning” is something meant for just the “rich.” This is an unfortunate misconception that all too often leads to mis-communication, hurt feelings, and unhappy surprises. Here are seven common mistakes people often make and how you can avoid them.
Posted 8 months ago in Estate Planning. Jurisdiction: California

Written by Donald Michael Burgett
It is important to draft your estate plans so that the property you want to give to specific people or organization will get to them. I hope this information is helpful to you before you meet with an attorney for developing your estate plan.
Posted 10 months ago in Estate Planning. Jurisdiction: Minnesota

Written by Mitchell Allan Port
My estate planning and probate clients will often speak with me about what they have heard regarding estate planning and avoiding probate. Retained by clients as their California estate planning attorney, they freely share their concerns about estate tax, planning and the other items listed here:
1 of 1 users found this helpful. Posted 10 months ago in Estate Planning. Jurisdiction: California

Written by Thomas Eugene Stindt
Most people have heard of "estate planning" and have some general notion that it relates to writing a Will or a Trust. But do you know what is involved and whether or not it might apply to you? This guide will take you through several steps in a discussion on this subject.
Posted 9 months ago in Estate Planning.

Written by Jesse Holbert Little
With remarriage comes a variety of legal issues that should be considered and addressed, and the estate planning needs of the couple are often at the top of the list in terms of import. The situation is magnified when one or both of the spouses have children from a prior marriage.
0 of 1 users found this helpful. Posted 9 months ago in Estate Planning. Jurisdiction: Federal

Written by Christopher L Cauble
Estate Planning is a difficult step for many people to make, but a necessary choice for everyone. Not everything fits the same family or couple. Every choice should be made taking into account the specific family dynamics and tax issues facing that family. This is a basic guide for Oregonians.
Posted 9 months ago in Estate Planning. Jurisdiction: Oregon

Written by Stuart Warren Cordell
The basic tools, some general guidance, and the most common mistakes Ohio residents make.
1 of 1 users found this helpful. Posted 9 months ago in Estate Planning. Jurisdiction: Ohio

Written by John S. Palmer
Developing an estate plan can be a daunting process. At the Law Office of John S. Palmer, our goal is to make the process as easy as possible for you. We also have the knowledge and experience to help develop an estate plan that is right for you.
Posted 9 months ago in Estate Planning. Jurisdiction: Washington

Written by Frank A Selden
Disposing of property held jointly with another person may involve legal rights held by the other property owners. This section analyzes the Washington State regulations and case law regarding the ownership of property held as community property, joint tenancy or tenancy in common.
Posted 9 months ago in Estate Planning. Jurisdiction: Washington

Written by Frank A Selden
The use of will substitutes allows a decedent to achieve a nontestamentary estate disposition. Will substitutes are created by documents that have the legal effect of passing asset title directly to stated individuals. WA recognizes the validity of substitutes to dispose of assets at death.
Posted 9 months ago in Estate Planning. Jurisdiction: Washington

Written by Frank A Selden
Washington statutes require that all wills be: a) in writing; b) signed by the testator; and c) attested by two or more competent witnesses who subscribe the will or accompanying affidavit in the testator’s presence and by the testator’s direction or request. [RCW §11.02.020]
Posted 9 months ago in Estate Planning. Jurisdiction: Washington

Written by Steven R Bennett
Make your initial encounter more productive, whether on the phone or in person. Be prepared for these pertinent issues.
1 of 2 users found this helpful. Posted 26 days ago in Estate Planning.

Written by David Anthony Lucas
Few of us plan to leave a mess for our family and loved ones after we are gone. Many of us, however, do leave behind a tangled mess, indeed. Here are three of the most common estate planning myths people have, the truths behind them, and some advice on how to avoid these myths.
2 of 2 users found this helpful. Posted 6 months ago in Estate Planning.

Written by Judith May Copeland
Many of us have pets who are very dear to us. California has enacted a law declaring that a trust for the care of an animal is a lawful. One can now set aside a certain amount, up to all of their estate, to be dedicated to the care of their pets.
Posted 6 months ago in Trusts. Jurisdiction: California