The Follow Through
Nov 17, 2011
You are part of the small minority who has actually taken the time to plan your estate by executing a Revocable Living Trust and other Estate Planning documents. You spent time with a qualified attorne...
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Show Me the Money!
Nov 17, 2011
In the movies and on television, when a person dies, there is often a dramatic scene where all the family members and friends gather for the "reading of the will." All the usual characters are present:...
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Paying for Long Term Care while Protecting the Home
Nov 17, 2011
As medical expenses increase, it is becoming more common for people to worry about paying for long term care. The average cost of a skilled nursing home is approximately $5,000 to $7,000 per month. Reg...
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Do You "Have the Power"?
Nov 17, 2011
One of my favorite cartoons growing up was He-Man. Mimicking the title character when he transforms from Prince Adam into a supernatural figure, Id pull a toy sword from the back of my OshKosh BGosh ov...
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Do I Get Paid For This?
Nov 17, 2011
Acting as a Trustee or a Power of Attorney Agent is a lot of work which involves a significant degree of liability. Because of this, a person or organization acting as Trustee or a Power of Attorney Ag...
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Ensuring That My Son Will Be a Packer Backer
Nov 17, 2011
Despite the fact that I grew up on the Monterey Peninsula, my favorite sports team is the Green Bay Packers. Perhaps it was my attraction to watching football being played in inclement weather, my love...
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Portability: A Magic Provision?
Feb 05, 2011
Most people who pay attention to the estate tax (or the "death tax") understand that Congress increased the estate tax exemption to $5 million through 2012 in the recent tax bill signed by President Ob...
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What is Probate?
Jan 14, 2011
If an asset is titled in the decedent's name at death, generally
nobody else will be able to manage it. For example, if a loved one owns
a checking account and then passes away, the bank will not t...
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Health Care Agents: Do I Have to Choose?
Jan 14, 2011
One of the most important aspects of Estate Planning is the
completion of an Advance Health Care Directive ("AHCD"). An AHCD has
two main components: (1) making your wishes known regarding your gen...
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The Beneficiary Controlled Trust
Nov 25, 2010
Most Estate Planning attorneys recommend Revocable Living Trusts as
the main vehicle for managing assets in the event of incapacity and
transferring assets upon death. The most common reasons for u...
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