Estate Planning

Estate planning involves assessing your current financial situation and developing a plan to transfer assets upon death. The process involves a wide range of activities, including drafting a will,…

Marriage confers a number of estate planning advantages. Arizona law defines marriage solely as a union between a man and a woman. Like other states, it affords special status to the spouse when a…

Throughout the process of estate planning, you may wish to give assets or cash to family and friends. While there is nothing wrong with giving away part of your wealth, it could lead to some tax…

Planning is necessary to ensure that your property goes to the appropriate loved ones when you die. Some of the different methods for dividing your estate involve the probate process, and some do not.…

According to the Child Abuse Prevention and Treatment Act (CAPTA), child abuse occurs when a child is subject to death, serious physical or emotional harm, sexual abuse or exploitation, which results…

Once a person has passed on, his estate becomes what amounts to a legal entity in the state of New York. The responsibility for fulfilling the final wishes of a person who died without a will falls on…

In order for an elderly individual to be placed under guardianship in California, he must first be declared incompetent to manage his own personal and financial affairs. To declare a Californian…

Inter-company transactions are transactions between units of the same entity. For example, a sale of inventory between a parent and its subsidiary is an intercompany transaction. Intercompany…

There are many types of brokerage accounts. But for a husband and wife, there are two basic types of joint brokerage accounts. Both types require that the account-holders be 18 or older. It is…

Discovering a spouse's hidden assets is crucial in a time of imminent divorce when your husband or wife might be trying to conceal things of high monetary value that you have a right to a portion of.…

Estate planning allows someone to denote who may manage his assets if he becomes incapacitated during his lifetime and how his assets will be distributed after his death. In California, the process…

Estate planning combined with retirement plans allow individuals to feel comfortable after retirement and upon their death about how their estate is managed. The planning process may utilize the…

Brokerage account estate planning allows securities to pass to heirs efficiently. By setting up an account with the correct estate plan your family will avoid estate hassles when you pass away.

Estate planning is an important safeguard to assure that your wishes are respected in the event of an incapacitation or death. Without a valid estate plan in place, state law--not the personal…

Estate planning involves preparing for how a person's property is distributed after death. As part of estate planning preparation, New York allows people to use a last will and testament to distribute…

When a person dies or is declared mentally or physically incompetent to manage his affairs, a guardian or conservator (or both) may be appointed by a court to handle aspects of that person's life.…

An estate plan is a collection of the important legal documents that protect you, your property and your heirs. Most estate plans include a will, a living trust, a living will, and a power of…

Closing costs, the costs associated with signing the loan agreement for a mortgage on a new home, can be substantial, ranging anywhere from 1 to 8 percent of the price of the home, but more typically…

The work of real estate developers requires strong skills not only in terms of real estate matters, but also in such areas as financial management, securing financing for developments, marketing and…

Succession plans are a way for funeral directors to plan for the future of their funeral home so the business will be able to continue running in the future with or without the current funeral…

The law provides individuals the ability to decide the fate of their property even after they have died. Many of these laws come from old English law, which was designed by aristocrats to maintain…

Estate planning is a delicate and important process. Through this process, you determine how your property will be distributed to your friends, family or organizations that were important to you. The…

Do you have a relative or friend that requires assistance with daily tasks but cannot find anyone to help them? Many people become conservators of family members too old or sick to function from day…

Technically speaking, an inheritance tax is different from an estate tax. The latter is a tax on a decedent's gross estate, while the former is levied against the share an individual receives of an…

Estate planning is a very important responsibility. Therefore, if you are at the juncture in your life at which you are undertaking estate planning, you need to engage the services of a qualified and…

Estate planning is an extremely important step to take if you have any assets that you want to make sure to pass to your heirs in the most financially prudent manner. To ensure that you select the…

Real estate sales transactions typically involve a capital gain or loss. As a result, in many instances when a person is contemplating a real estate sale, it is important to focus on the tax…

An estate plan is a compilation of critical legal documents that cover unfortunate events such as incapacity or death. A will is probably the most critical aspect of the estate plan, but an estate…

A will and a trust are two basic components of a normal estate plan. This article will explain the difference between a will and a trust, and will also explain how a will and a trust can work together…

When people refer to estate tax, they are probably referring to the federal estate tax, and not state inheritance or estate taxes. The federal estate tax is paid out of an estate before any other…

Manage wealth with financial consultants, but use a good estate lawyer to save estate taxes and avoid probate in the case of death. Learn to manage wealth from an estate planning and probate lawyer in…

When estate planning, a good checklist can help you get the most for your loved ones. Try an estate planning checklist from an estate planning and probate lawyer in this free video on estate law.

Retirement planning aims to secure financial solvency during retirement, but estate planning aims to save estate taxes and rights in the case of death. Learn the difference between estate and…

Asset protection keeps assets from creditors or lawsuits, whereas estate planning is about saving estate taxes and preparing for death. Learn the difference between estate planning and asset…

Having a plan, like a checklist, for when death occurs can save money and headaches. Follow this checklist when death occurs from an estate planning and probate lawyer in this free video on estate…

Some estate planners are financial advisers, others are estate planning lawyers who can draft legal documents. Strengthen your understanding of being an estate planner with an estate planning and…

Estate planning can be started at any age, but estate planning cannot help someone who is already incapacitated or deceased. Find out when to start estate planning from an estate planning and probate…

Estate planning helps someone who is incapacitated help themselves by giving power to others to make health care and financial decisions according to rules. Learn about estate planning from an estate…

Many documents are created in estate planning including living trusts, advanced directives, power of attorney documents and more. Learn what documents are needed for estate planning from an estate…

In estate law, trusts are taxed differently depending on whether they are revocable or irrevocable trusts. Learn how a trust is taxed from an estate planning and probate lawyer in this free video on…

A living will, or advance directive, gives a named person the ability to 'pull the plug' in some medical instances. Learn the purpose of a living will from an estate planning and probate lawyer in…

A good planner can help you plan your retirement funds and give you tips and advice on estate planning, insurance, additional income, stocks, bonds or other financial assistance. Don't take any…

When it comes to estate planning there are some common mistakes that can really add up. Estate planning is more than just making out a will. A quality estate plan will preserve your assets, protect…

Giving money to grandchildren is a fairly easy thing to do. Many grandchildren are as involved in the lives of their grandparents as children, especially since more and more grandparents are raising…

When house prices are dropping and the number of foreclosures are rising there's one sure way for a homeowner to survive -- hang on tight.