News & Analysis as of

Estate Planning › Financial Planning

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Robins Kaplan LLP

The Wealth Dispute Navigator: Which Profile Are You?

Robins Kaplan LLP on

Over the next two decades, reports are estimating that baby boomers will pass down a combined $84.4 trillion in assets to younger generations. Dubbed the “Great Wealth Transfer,” this phenomenon is already underway and will...more

Keating Muething & Klekamp PLL

Using Trust Provisions to Incentivize Beneficiary Behavior

Keating Muething & Klekamp PLL on

For many individuals new to estate planning, particularly younger couples, there is something almost taboo when you start to discuss a revocable trust: does that mean our children will be trust fund babies?...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, May/June 2024

Shumaker, Loop & Kendrick, LLP on

Sharing is caring - How much should you tell your loved ones about your estate plan? After you’ve created your estate plan, it’s important to consider how much information you should disclose to your loved ones about...more

Fox Rothschild LLP

Measuring Your Marbles: The World of Powers of Attorney

Fox Rothschild LLP on

Because this writer is now of “that age” and the topic of senior mental infirmity seems to be a focal point of the 2024 Presidential race, I have been watching a podcast about powers of attorney and their cousins the...more

Ward and Smith, P.A.

Ensuring a Furry Future: Estate Planning for the Pets We Love

Ward and Smith, P.A. on

Pets are not just animals, they are cherished members of our families, providing unconditional love and companionship. That is why, as responsible pet owners, it is our duty to ensure that our beloved furry friends are cared...more

Dunlap Bennett & Ludwig PLLC

Estate Planning: What You Should Consider

Dunlap Bennett & Ludwig PLLC on

While many think that crafting an estate plan like a will or a trust is a relatively straightforward matter, numerous considerations go into making an effective estate plan to provide for your loved ones....more

Pullman & Comley, LLC

Do You Know Who Your Children Are? How the Connecticut Parentage Act Affects Estate Planning

Pullman & Comley, LLC on

The changing landscape of American families has resulted in new laws that expand who may be considered your child or grandchild. A recent Connecticut law, known as The Connecticut Parentage Act (the “Act”), may impact your...more

Winthrop & Weinstine, P.A.

Minnesota Court of Appeals Ruling Impacts Estate Administration for Medical Assistance Recipients

Winthrop & Weinstine, P.A. on

In a unanimous decision filed Monday, November 20, 2023, the Minnesota Court of Appeals affirmed a district court opinion that limits medical assistance claims against estates to only the amount of long-term-care services...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Preparing and Protecting Your Estate Plan for Rising Interest Rates - November 30th, 12:00 pm - 1:00 pm ET

Cohen Seglias Pallas Greenhall & Furman PC on

From 2010 to 2021, interest rates remained at historically low levels, and as a result, many estate plans were designed to work best in such environments. However, with the rise in interest rates, it is crucial to consider...more

Kohrman Jackson & Krantz LLP

Understanding Prenuptial Agreements: Part 1 - Exploring the Basics

Kohrman Jackson & Krantz LLP on

Prenuptial agreements, most often referred to as “Prenups,” tend to have an unfair reputation as a societal matter. In fact, it’s not uncommon for critics of prenuptial agreements to view them as the most pessimistic way to...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, July/August 2023

Shumaker, Loop & Kendrick, LLP on

Estate planning in a digital world - Today, virtually everyone owns (or licenses) digital assets, from email and social media accounts to digital photos and videos to online banking and brokerage accounts. Unlike...more

Pullman & Comley, LLC

Legacy Planning for the Farm and Agriculture Community

Pullman & Comley, LLC on

Farmers and their families face unique challenges when they are planning for the succession of their businesses and the real estate associated with their farms.  Oftentimes, farms are successively held and then given to...more

Adler Pollock & Sheehan P.C.

Asset Protection and Your Estate Plan – Preserve and Protect Your Wealth For Your Heirs

Adler Pollock & Sheehan P.C. on

Asset protection is about preserving your hard-earned wealth in the face of unreasonable creditors’ claims, frivolous lawsuits or financial predators. It’s not about evading legitimate debts, hiding assets or defrauding...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, May/June 2023

Shumaker, Loop & Kendrick, LLP on

SECURE 2.0 provides a boost to your retirement and estate plans - The SECURE 2.0 Act of 2022 (SECURE 2.0) expands on the changes made by the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)....more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, March/April 2023

Shumaker, Loop & Kendrick, LLP on

Funding long-term care expenses: What are your options? Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some form of LTC — such as a nursing home or...more

Burns & Levinson LLP

Explaining Guardianship and Conservatorship to a Loved One/Beneficiary

Burns & Levinson LLP on

Conversations with loved ones who are declining in health and perhaps advancing in age are difficult. Such difficulty is only exacerbated when that loved one is losing their ability to make healthcare decisions on their own...more

Williams Mullen

[Event] 2023 Fiduciary Focus - February 24th, Richmond, VA

Williams Mullen on

...join us as we return to an in-person format for our 14th Annual Fiduciary Focus! Breakfast and lunch will be provided. Topics Include: - Recent Developments in Wealth Planning - Corporate Transparency Act Compliance...more

Goulston & Storrs PC

Trust Administration and Estate Planning in the Age of Climate Change

Goulston & Storrs PC on

A recent foreboding report by the UN’s Intergovernmental Panel on Climate Change offers warnings to policy makers and others about dire consequences that have and will continue to arise due to rapid climate change. Rising...more

Jaburg Wilk

The 2022 Version of Why it is Time for an Annual Checkup for You and, If You Have One, Your Company

Jaburg Wilk on

Beginning in 2014, I wrote about needing an annual check-up. Many of you read those blog posts about an annual checkup for you and, if you have one, your business. This does not involve the doctor, but it does involve all...more

Cohen Seglias Pallas Greenhall & Furman PC

Avoiding Court-Appointed Guardianships: The How and Why

Cohen Seglias Pallas Greenhall & Furman PC on

Say somebody close to you—a parent, a cousin, a friend—becomes incapacitated and is unable to make medical, financial or other personal decisions. If they have no planning documents in place (i.e., a power of attorney for...more

Lippes Mathias LLP

Millennial Estate Planning and the Importance of Early Planning

Lippes Mathias LLP on

Client Question: “What area of law do you focus on?” Attorney Response: “Trusts and Estates.” Client Response: “I’m still young, I don’t need to worry about planning for when I’m gone. I’ll call you when I’m older...more

Burns & Levinson LLP

Will My Estate Plan Protect My Loved Ones?

Burns & Levinson LLP on

It is a common misconception that if a person has a will, there will be no need for court proceedings upon their death. In Massachusetts, however, a will must always be admitted to probate, a process requiring various forms...more

Kohrman Jackson & Krantz LLP

Frequently Asked Questions About Inheritance and Adoption

Kohrman Jackson & Krantz LLP on

As an Estate, Wealth & Succession attorney, I often assist individuals with a variety of matters ranging from basic estate plans to more complex business succession arrangements. Frequently, when assisting families with...more

Burns & Levinson LLP

Why Young Adults Need Estate Plans Too

Burns & Levinson LLP on

After graduating college and getting your life started, you are filled with pride, excitement and anticipation for your new career and freedom from school. Your last thought is to hire an attorney and prepare an estate plan....more

Burns & Levinson LLP

Challenging a Will Based on Incapacity or Undue Influence

Burns & Levinson LLP on

When a loved one passes away and their estate plan is revealed for the first time, it is common to experience varied emotions, including curiosity, disappointment, and anger. Depending on the beneficial interests or fiduciary...more

86 Results
 / 
View per page
Page: of 4
Next »

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
Sign up Log in
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide