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Estate Planning › Wills › Decedent Protection

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 -
Lerch, Early & Brewer

Ten Reasons Why You Should Prepare a Will

Lerch, Early & Brewer on

Creating a last will and testament is the first step in creating an estate plan – a critical planning tool to ensure that your wishes are honored and that your loved ones are cared for after your death....more

Proskauer Rose LLP

Wealth Management Update - February 2022

Proskauer Rose LLP on

February 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts....more

Adler Pollock & Sheehan P.C.

Failure To Mention a Close Relative in Your Will

Adler Pollock & Sheehan P.C. on

Typically, you arrange to leave most of your assets to various family members, including your spouse and children. These dispositions are spelled out in your will. But you don’t have to do what’s “expected” of you....more

Ruder Ware

Create Your Digital Estate Plan

Ruder Ware on

It seems like our world becomes more digital each day. We can manage almost every aspect of our lives online. But, unless you have updated your estate plan in the last few years, chances are good that your estate planning...more

Robinson+Cole Data Privacy + Security Insider

Privacy Tip #207 – Digital Assets

Robinson+Cole Data Privacy + Security Insider on

I haven’t written about digital assets in a while and I was reminded of the importance of putting digital assets into your estate plan this week in a conversation with a colleague....more

Best Best & Krieger LLP

Best In Law: Estate Planning Essential For Business Owners, Too - Damian Northcutt Explains In The Riverside Press-Enterprise How...

Best Best & Krieger LLP on

While business owners frequently devote substantial resources to growing their business, they often forget to think of themselves along the way. Originally published in The Press-Enterprise and other Southern California...more

Smith Debnam Narron Drake Saintsing & Myers,...

After a Loved One Passes: Six Important Steps to Know

Smith Debnam Narron Drake Saintsing & Myers,... on

The days, weeks, and months after the death of a loved one can be emotional and stressful, especially if you are named the executor of your deceased family member or friend’s estate. ...more

Farrell Fritz, P.C.

Executor’s Duties Before Receiving Letters

Farrell Fritz, P.C. on

A nominated executor is obliged to secure estate assets even before the issuance of letters testamentary, or preliminary letters testamentary (see Matter of Schultz, 104 AD3d 1146 [4th Dept. 2013]). Courts have recognized...more

Farrell Fritz, P.C.

Lessons to be Learned From the Power of Attorney

Farrell Fritz, P.C. on

Powers of attorney and trust instruments have each been the subject of many an estate plan. They each have also been the subject of multiple estate litigations. In combination, the two have served as fodder for controversies...more

Farrell Fritz, P.C.

Sharp as a Tack . . . Clear as a Bell

Farrell Fritz, P.C. on

Very often, when the proponent of a will (and sometimes even the attorney-draftsperson or witness) is questioned about the decedent’s mental state and the decedent’s instructions, the reflexive response is that the decedent...more

Robinson+Cole Data Privacy + Security Insider

California Passes Revised Uniform Fiduciary Access to Digital Assets Act

Robinson+Cole Data Privacy + Security Insider on

On September 24, 2016, the Governor of California approved the California Revised Uniform Fiduciary Access to Digital Assets Act, which “would authorize a decedent’s personal representative or trustee to access and manage...more

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