Wills & Estate Planning Sitemap - Page 5
How to Choose Beneficiaries for Life Insurance Policies
Learn what to consider when choosing the beneficiaries of life insurance policies so that the beneficiary designations will compliment the terms of your Revocable Living Trust.
How to Choose Successor Trustees
Serving as the successor Trustee of a Revocable Living Trust, whether due to the Trustmaker's disability or death, is a huge responsibility and time consuming burden, but with the help of your estate planning attorney you should be able to choose the right person or institution for the job. Here are the qualities you should look for in your successor Trustee.
How to Choose a Personal Representative
Serving as a
How to Choose the Right Estate Planning Attorney
There are several factors that you should consider when choosing the right attorney to assist you with meeting your estate planning goals.
How to Determine Where to Open a Probate Estate
If a person dies owning any assets titled in his or her sole name or as a tenant in common, then chances are the assets will need to be probated. But once it has been determined that probate will be necessary, how do you determine where to file for probate? Here you will find the general rules that govern where a probate estate should be opened.
How to Determine if You Need an Estate Plan
Find out if you need to make an estate plan by figuring out your net worth and assessing your family and financial situations.
How to Determine if You Need an Estate Plan
Find out if you need to make an estate plan by figuring out your net worth and assessing your family and financial situations.
How to Elect Portability of the Estate Tax Exemption
How to Elect Portability of the Estate Tax Exemption
How to Elect Portability of the Federal Estate Tax Exemption
For the 2011 and 2012 tax years, surviving spouses can take advantage of their deceased spouse's unused federal estate tax exemption. This election is commonly referred to as the portability election. Learn what the portability election and how to properly make it.
How to Find an Estate Planning Attorney
This week has been about getting the legal advice you need from an estate planning attorney, but how do you go about finding one who can help you? The old
How to Fund Bank and Investment Accounts into a Trust
Funding bank accounts and investment or brokerage accounts into your Revocable Living Trust can be easy or complicated depending upon the rules followed by the institutions that hold your accounts.
How to Fund Personal Effects into a Trust
Funding a trust with personal effects that don't have a legal certificate of title, such as jewelry, clothing, art work, antiques, and collectibles, can be accomplished by a single assignment. For personal items that have a legal certificate of title, such as cars, boats, or airplanes, you should consult with an attorney in the state where each vehicle is titled.
How to Fund Real Estate into a Trust
Deeding real estate into your trust is an important step, particularly to avoid ancillary probate if you own real estate in more than one state.
How to Get Organized to Meet With Your Estate Planning Attorney
OK, so you've finally decided that it's time for you to meet with an estate planning attorney, but what's next? You can do one of two things: (1) Wait for
How to Keep Your Estate Plan Private
Who you want to inherit your estate and who you want to put in charge of settling your final affairs should be private, personal matters, not something for the whole world to know. Learn how to keep your estate plan private and away from the public's prying eyes.
How to Locate Florida Probate Records
If you are interested in reviewing the information about a probate estate and obtaining copies of probate court documents, many courts now have this information posted for free online. Here you will find the steps required to locate online probate court dockets and request copies of probate documents for estates being administered in Florida.
How to Locate Online Probate Court Records and Request Copies of Probate Documents
If you are interested in reviewing the information about a probate estate and obtaining copies of probate court documents, many courts now have this information posted for free online. Here you will find the steps required to locate online probate court records and request copies of probate documents.
How to Obtain Copies of Probate Documents in Charlotte County, Florida
If you are interested in reviewing the information about a probate estate and obtaining copies of probate court documents, many courts now have this information posted for free online. Here you will find the steps required to review the online probate dockets for estates that are being, or have been, probated in Charlotte County, Florida.
How to Obtain Copies of Probate Documents in Clearwater, Pinellas County, Florida
If you are interested in reviewing the information about a probate estate and obtaining copies of probate court documents, many courts now have this information posted for free online. Here you will find the steps required to review the online probate dockets for estates that are being, or have been, probated in Pinellas County, Florida.
How to Obtain Copies of Probate Documents in Key West, Monroe County, Florida
If you are interested in reviewing the information about a probate estate and obtaining copies of probate court documents, many courts now have this information posted for free online. Here you will find the steps required to review the online probate dockets for estates that are being, or have been, probated in Key West, Monroe County, Florida.
How to Obtain Copies of Probate Documents in Lee County, Florida
If you are interested in reviewing the information about a probate estate and obtaining copies of probate court documents, many courts now have this information posted for free online. Here you will find the steps required to review the online probate dockets for estates that are being, or have been, probated in Lee County, Florida.
How to Obtain Copies of Probate Documents in Miami-Dade County, Florida
If you are interested in reviewing the information about a probate estate and obtaining copies of probate court documents, many courts now have this information posted for free online. Here you will find the steps required to review the online probate dockets for estates that are being, or have been, probated in Miami-Dade County, Florida.
How to Obtain Copies of Probate Documents in Naples, Collier County, Florida
If you are interested in reviewing the information about a probate estate and obtaining copies of probate court documents, many courts now have this information posted for free online. Here you will find the steps required to review the online probate dockets for estates that are being, or have been, probated in Collier County, Florida.
How to Obtain Copies of Probate Documents in Orlando, Orange County, Florida
If you are interested in reviewing the information about a probate estate and obtaining copies of probate court documents, many courts now have this information posted for free online. Here you will find the steps required to review the online probate dockets for estates that are being, or have been, probated in Orange County, Florida.
How to Obtain Copies of Probate Documents in Palm Beach County, Florida
If you are interested in reviewing the information about a probate estate and obtaining copies of probate court documents, many courts now have this information posted for free online. Here you will find the steps required to review the online probate dockets for estates that are being, or have been, probated in Palm Beach County, Florida.
How to Obtain Copies of Probate Documents in Tampa, Hillsborough County, Florida
If you are interested in reviewing the information about a probate estate and obtaining copies of probate court documents, many courts now have this information posted for free online. Here you will find the steps required to review the online probate dockets for estates that are being, or have been, probated in Hillsborough County, Florida.
How to Obtain Copies of Wills and Other Probate Documents
Here you will find tips and tricks for locating copies of wills and other probate documents, including how to locate probate court documents online and how to request copies of probate documents from the probate court.
How to Obtain a Copy of a Deceased Person's Will
If you're looking for a copy of a deceased person's last will and testament, then here are the steps that you need to take to locate it.
How to Plan for Minor Beneficiaries
If your estate plan will include minor beneficiaries, then you'll need to plan carefully for them. Learn what happens if you don't make a plan for your minor beneficiaries and how to properly plan for them.
How to Plan for Minor Beneficiaries
If your estate plan will include minor beneficiaries, then you'll need to plan carefully for them. Find out what happens if you don't make a plan for your minor beneficiaries and how to properly plan for them.
How to Prepare for Your First Meeting With an Estate Planning Attorney
Last week I wrote about how important it is to get your estate plan in place regardless of your age: You're Young, Do You Need an Estate Plan? So once you've
How to Probate an Estate, How to Settle an Estate, Steps to Probating an Estate - How to Open a Probate Estate
Once the decedent's legal documents and other important papers have been located and reviewed, the next step is to meet with an estate attorney to open the probate estate with the probate court.
How to Probate an Estate, How to Settle an Estate, Steps to Probating an Estate - How to Value Estate Assets
Once the probate estate has been opened with the probate court, the next step will be to establish date of death values for all of the decedent's assets.
How to Probate an Estate, How to Settle an Estate, Steps to Probating an Estate - Make Distributions to the Estate Beneficiaries
Usually the first question that the estate beneficiaries will ask the Personal Representative/Executor is
How to Probate an Estate, How to Settle an Estate, Steps to Probating an Estate - Paying Bills and Estate Expenses
Once the date of death values have been determined for the decedent's assets, the next step is to pay the decedent's final bills and ongoing expenses of administering the estate.
How to Probate an Estate, How to Settle an Estate, Steps to Probating an Estate - Paying Income Taxes and Estate Taxes
Once the Personal Representative/Executor has paid the decedents final bills and has the estate expenses under control, the next step is to pay any income taxes and estate taxes that may be due.
How to Reduce or Even Eliminate Your Estate Tax Bill
Yesterday I wrote about the options available for paying your estate tax bill - use cash, use life insurance proceeds, sell or borrow against illiquid assets,
How to Remove the Florida Estate Tax Lien
Even though Florida estates have not had to pay any Florida estate taxes since 2004, the heirs of a Florida estate may find that they nevertheless still need to file an affidavit to remove Florida's automatic estate tax lien. Read on to find out how to remove the lien.
How to Settle a Revocable Living Trust, Settle a Trust, How to Settle a Trust, Steps to Settling a Revocable Living Trust
Once the successor Trustee has paid the decedents final bills and has the ongoing trust expenses under control, the next step is to pay any income taxes and estate taxes that may be due.
How to Settle a Revocable Living Trust, Settle a Trust, How to Settle a Trust, Steps to Settling a Revocable Living Trust
Once the decedent's legal documents and other important papers have been located and reviewed, the next step is to meet with an estate and trust attorney.
How to Settle a Revocable Living Trust, Settle a Trust, How to Settle a Trust, Steps to Settling a Revocable Living Trust
Usually the first question that the trust beneficiaries will ask the successor Trustee is
How to Settle a Revocable Living Trust, Settle a Trust, How to Settle a Trust, Steps to Settling a Revocable Living Trust
Once you've met with an estate and trust attorney, the next step is to establish date of death values for all of the decedent's assets.
How to Settle a Revocable Living Trust, Settle a Trust, How to Settle a Trust, Steps to Settling a Revocable Living Trust
Once the date of death values have been determined for the decedent's assets, the next step is to pay the decedent's final bills and ongoing expenses of administering the trust.
How to Settle a Revocable Living Trust, Settle a Trust, How to Settle a Trust, Steps to Settling a Revocable Living Trust
Most people have little experience dealing with what happens after their loved one dies and they have been designated as the successor Trustee who will be in charge of settling their loved one's Revocable Living Trust. The purpose of this guide is to provide a general overview of the six steps required to settle a Revocable Living Trust after the Trustmaker dies.
How to Stop Receiving Mail Addressed to a Deceased Person
This week a client asked me how he could stop receiving junk mail that is addressed to his deceased father. It seems that shortly after the client was
How to Update Beneficiaries of IRAs and 401(k)s
If you have an IRA or 401(k), then you'll need to update the designated beneficiaries of your account to coincide with the provisions of your Revocable Living Trust. This can be accomplished as follows.
How to Update the Beneficiaries of Health and Medical Savings Accounts
If you have a Health Savings or Medical Savings Account, then you'll need to update the designated beneficiaries of your account to coincide with the provisions of your Revocable Living Trust. Here's how.
How to Update the Beneficiaries of Life Insurance
Once you have your Revocable Living Trust in place, you'll need to update the beneficiaries of your life insurance policies. Here's how.
Huguette Clark's Estate, What Does Huguette Clark's April 2005 Will Say?
Huguette Clark, the reclusive copper mining heiress who died in May 2011 at the age of 104, signed two Last Will and Testaments, one in March 2005 and another in April 2005. Except for one beneficiary, each will has totally different beneficiaries, which in turn has led to a will contest. Here you will find out what the April 2005 will says.
Huguette Clark's Estate, What Does Huguette Clark's March 2005 Will Say?
Huguette Clark, the reclusive copper mining heiress who died in May 2011 at the age of 104, signed two Last Will and Testaments, one in March 2005 and another in April 2005. Except for one beneficiary, each will has totally different beneficiaries, which in turn has led to a will contest. Here you will find out what the March 2005 will says.
Humphrey Bogart's Estate and Luxury Clothing Brand Burberry Locked in Legal Battle
Humphrey Bogart's Estate and Luxury Clothing Brand Burberry Locked in Legal Battle
I Love You Wills, Basic Wills, What is an I Love You Will? Do You and Your Spouse Still Have I Love You Wills?
Do you and your spouse still have
IRA Trust - A Special Type of Trust for Your IRA
If you have assets valued at $200,000 or more in an IRA, then you should consider setting up a type of revocable living trust that's specifically designed to be the beneficiary of your IRA, commonly referred to as an IRA Trust, IRA Living Trust, IRA Inheritor's Trust, IRA Stretch Trust, or IRA Inheritance Trust.
IRAs Can Still Be Stretched, At Least For Now
IRAs Can Still Be Stretched, At Least For Now
IRS Contact Information For Your Form 706 Questions
IRS Contact Information For Your Form 706 Questions
IRS Finally Releases Final Version of Form 8939 and Its Instructions
IRS Finally Releases Final Version of Form 8939 and Its Instructions
IRS Grants Certain Estates Extra Time to Make the Portability Election
IRS Grants Certain Estates Extra Time to Make the Portability Election
IRS Reports that Estate Tax Collections Have Decreased Over Past Few Years
number of estates owing federal estate taxes decreased for 2009 tax year
IRS Wins Right to Obtain Information About California Gift Tax Evaders
IRS Wins Right to Obtain Information About California Gift Tax Evaders
Idaho Estate Taxes, Idaho Estate Tax
Idaho did collect a state estate tax prior to January 1, 2005. Learn about the Idaho estate tax here.
If You're Still Looking for 2010 Form 709...
Incredibly, while tax practitioners and their clients have been waiting patiently for the 2010 version of IRS Form 709, United States Gift (and
Illinois Begins Receiving Estate Tax Revenues for 2011 Deaths
Illinois Begins Receiving Estate Tax Revenues for 2011 Deaths
Illinois Estate Tax Update - State Estate Tax Repealed on January 1
It has been brought to my attention that due to the repeal of the federal estate tax on January 1, the Illinois state estate tax has also been repealed: 2010
Illinois Estate Tax Update - State QTIP Trust Election Becomes Law
On Tuesday Illinois Governor Pat Quinn signed the Illinois state QTIP trust election into law. This law went into effect immediately and addresses the state
Illinois Estate Taxes
Residents of Illinois, as well as nonresidents who own real estate and/or tangible personal property located in Illinois, are subject to a local estate tax in addition to the federal estate tax. Learn all about Illinois estate taxes here.
Important Documents to Find After Someone Dies
Important Documents to Find After Someone Dies
In Search of Celebrity Wills
In Search of Celebrity Wills
In Search of Probate Records
In Search of Probate Records
In Search of Probate Records - Ancestry.co.uk Launches Access to National Probate Calendar
Last week ancestry.co.uk, a website containing over 4 billion records that can be searched to discover your family history, began providing access to the
Indiana Estate Taxes, Does Indiana Have an Estate Tax?
Indiana, like all other states, did collect a state estate tax prior to January 1, 2005. Learn why things changed and if it is possible for the Indiana estate tax to come back.
Indiana Inheritance Taxes - Bill Introduced to Phase Out Tax by 2018
Another state is looking at getting rid of its state death tax - Indiana. On January 5, Senate Bill 148 was introduced by freshman Senator Jim Banks
Indiana Inheritance Taxes Indiana Estate Taxes
Residents of Indiana, as well as nonresidents who own real estate and/or tangible personal property located in Indiana, are subject to a local inheritance tax and in addition to the federal estate tax. Learn all about Indiana inheritance taxes here.
Indiana Inheritance Taxes Revisited
Back in April I wrote about understanding Indiana inheritance taxes, and yesterday I came across an article written by Steve Maple, an associate professor of
Inheritance Tax Alert - Changes Made to Indiana's Inheritance Tax for 2012, With Full Repeal Coming in 2022
Inheritance Tax Alert - Changes Made to Indiana's Inheritance Tax for 2012, With Full Repeal Coming in 2022
Inheritance Tax Estate Tax Death Tax
Definition of Inheritance Tax
Inheritance Tax Inheritance Taxes - Which States Collect an Inheritance Tax?
Currently a handful of states and the District of Columbia collect an estate tax at the state level, seven states which are listed in this article collect an inheritance tax at the state level, and two states collect both an estate tax and an inheritance tax. Find out if your state collects an inheritance tax.
Inheritance Tax vs. Estate Tax - What's the Difference?
I went to law school in Pennsylvania, so I became familiar with the difference between an inheritance tax and an estate tax many years ago. Why? Because
Inheritance Taxes, Inheritance Tax, State Inheritance Tax Chart
Currently the District of Columbia and a handful of states collect a state estate tax, while only a seven states collect a state inheritance tax. Learn the difference between an estate tax and an inheritance tax and view a chart that summarizes the inheritance tax laws of Indiana, Iowa, Kentucky, Maryland, Nebraska, New Jersey and Pennsylvania.
Inheritance, Definition of Inheritance, What Does Inheritance Mean?
Inheritance
Inheriting a Mess - Literally
Inheriting a Mess - Literally
Intestacy
Intestacy, Dying Without a Will, Definition of Intestacy
Intestacy Laws Intestate Estate
Intestacy Laws
Intestate Estates - Who Foots the Bill?
For Marin County, California, residents who have died intestate - meaning without leaving a valid last will and testament - have cost taxpayers over $415,000 in
Intestate Heir
Intestate Heir
Iowa Estate Taxes, Does Iowa Have an Estate Tax?
Iowa, like all other states, did collect a state estate tax prior to January 1, 2005. Learn why things changed and if it is possible for the Iowa estate tax to come back.
Iowa Inheritance Taxes Iowa Estate Taxes
Residents of Iowa, as well as nonresidents who own real estate and/or tangible personal property located in Iowa, are subject to a local inheritance tax and in addition to the federal estate tax. Learn all about Iowa inheritance taxes here.
Irrevocable Life Insurance Trust, Irrevocable Trust, ILIT, How to Fund a Irrevocable Life Insurance Trust
If you have decided to create an Irrevocable Life Insurance Trust, or ILIT for short, to hold and own your life insurance policies, then once the trust agreement has been signed you will need to fund the trust with your insurance policies. Here you will find the steps necessary to fund existing or new policies into your ILIT.
Irrevocable Trust, ILIT, What is an Irrevocable Life Insurance Trust?
Many people are not aware that all of the proceeds from their life insurance policies will be included their estate for estate tax purposes. Learn how to remove life insurance proceeds from your estate by using an Irrevocable Life Insurance Trust, or ILIT.
Irrevocable Trust, Irrevocable Life Insurance Trust, ILIT
Irrevocable Life Insurance Trust
Irrevocable Trusts - Can You Change an Irrevocable Trust?
While in general an Irrevocable Trust is just that - irrevocable - and so it can't be changed, modified or revoked, the answer to this question is
Irrevocable Trusts - Can an Irrevocable Trust Be Changed?
By its design an Irrevocable Trust is just that, irrevocable, and so as a basic rule an Irrevocable Trust can't be amended, modified, changed, or revoked. But with that said, here are some things to consider if you think that you're stuck with the terms of an Irrevocable Trust.
Irrevocable Trusts - Does an Irrevocable Trust Avoid Probate?
The answer to this question is yes with regard to the assets that have been funded into the Irrevocable Trust. This is true for both living and testamentary
Irrevocable Trusts - Does an Irrevocable Trust Get Included in Your Estate?
The answer to this questions depends on your relationship to the Irrevocable Trust: Trustmaker - If you're the one who has created and funded the Irrevocable
Irrevocable Trusts - Probably Not What You Think They Are
Last week I wrote about the most searched term on the Wills & Estate Planning Guidesite - per stirpes - so this week I'm covering the second most searched term
Irrevocable Trusts - What is an Irrevocable Trust?
An Irrevocable Trust is one that by its design can't be amended, modified, changed or revoked. In other words, once an Irrevocable Trust has been created, the written terms of the trust agreement are generally written in stone and can't be tweaked for any reason in the future.
Is Michael Jackson's Will Valid?
Rumors have been circulating since Michael Jackson's death about the validity of his 2002 Last Will and Testament, and yesterday it was reported that more than
Is Per Stirpes Becoming Passé?
Is Per Stirpes Becoming Passé?
Is Your Revocable Living Trust Funded?
Recently I met with a client who originally did a trust-based estate plan back in 2005. Prior to this the client had a simple will, but with an estate valued at
Is Your Will Written on Legal-Sized Paper? Then It's Probably Time for a New One
Is Your Will Written on Legal-Sized Paper? Then It's Probably Time for a New One
Is a Revocable Living Trust Right For You?
Is a Revocable Living Trust Right For You?
Is a Senate Estate Tax Compromise in the Works? I Doubt It...
Is a Senate Estate Tax Compromise in the Works? I Doubt It...
Is it Ever Too Late to Probate a Later Dated Will?
This question was asked of the Tennessee Supreme Court with regard to the estate of Mary Reeves Davis, the widow of country singer
Is it Time to Say Goodbye to Indiana's Inheritance Tax?
Is it Time to Say Goodbye to Indiana's Inheritance Tax?
Is it a Good Idea to Name the Same Person as Your Personal Representative and Trustee?
Is it a Good Idea to Name the Same Person as Your Personal Representative and Trustee?
Is the Retroactive Reduction of Connecticut's Estate Tax Exemption Valid?
Is the Retroactive Reduction of Connecticut's Estate Tax Exemption Valid?
J.D. Salinger's Estate - Does Hollywood Yearn for the Estate Tax to Return?
When J.D. Salinger died at the age of 91 back in January, the possibility of the retroactive return of the federal estate tax loomed large. Yet even though
Joint Accounts POD Accounts - Using Joint Accounts and Payable on Death Designations to Avoid Probate
There are two common and simple ways to avoid probate - using joint accounts and using payable on death accounts (POD), also called transfer on death accounts (TOD), as well as in trust for accounts (ITF), and Totten trusts.
Joint Tenants
Joint Tenants With Right of Survivorship
Joint Tenants, Tenants in Common, Tenants by the Entirety - Understanding Joint Ownership of Property
There are three basic ways that you can own property: in your individual name, in joint names with others, and through contract rights. Joint ownership comes in three forms: with rights of survivorship, as community property, and as tenants in common.
Judge Denies AEG's Motion to Dismiss Lawsuit Filed By Michael Jackson's Mother
Back in September 2010 I reported on the lawsuit filed by Michael Jackson's mother, Katherine Jackson, against concert promoter AEG: Katherine Jackson's
Julien's Auctions Set to Sell Items from Michael Jackson's Final Home, Including Death Bed
Julien's Auctions Set to Sell Items from Michael Jackson's Final Home, Including Death Bed
Kansas Estate Tax Update - Governor Parkinson Wants to Reinstate Kansas Estate Tax
Back in 2006 the Kansas legislature acted to progressively reduce the state estate tax rate from 3%-10% in 2007, 1%-7% in 2008, and 0.5%-3% in 2009, while the
Kansas Estate Tax Update - State Estate Tax Will Be Repealed on January 1
Back in 2006 the Kansas legislature acted to progressively reduce the state estate tax rate from 3%-10% in 2007, 1%-7% in 2008, and 0.5%-3% in 2009, while the
Kansas Estate Taxes Kansas Inheritance Taxes
Residents of Kansas, as well as nonresidents who own real estate and/or tangible personal property located in Kansas, used to be subject to a local estate tax in addition to the federal estate tax. Learn all about the Kansas estate tax here.
Katherine Jackson Doesn't Want to Sell the Family Home After All
Katherine Jackson Doesn't Want to Sell the Family Home After All
Katherine Jackson Drops Civil Conspiracy and Emotional Distress Claims From Lawsuit Against AEG
In response to a Los Angeles Superior Court judge's ruling earlier this month in the breach of contract lawsuit filed by Katherine Jackson against concert
Kentucky Estate Taxes, Does Kentucky Have an Estate Tax?
Kentucky, like all other states, did collect a state estate tax prior to January 1, 2005. Learn why things changed and if it is possible for the Kentucky estate tax to come back.
Kiss's Gene Simmons Speaks Out About the Importance of Estate Planning
Never in a million years did I think that I would be writing about Gene Simmons and estate planning in the same blog, but here it is. Last week Simmons,
Kissing a Retroactive Estate Tax Goodbye
On March 28 the 74th richest person in the world, Houston businessman Dan Duncan, died. Mr. Duncan, who made his money by piping, processing and storing oil,
Last Minute Estate Planning Doesn't Work!
Well, it's that time of the year for me to bring out the good old blog that discourages last minute vacation estate plans. I still have no idea what the
Last Will and Testament
Last Will and Testament
Last Will and Testament Written on a Piece of Wood Admitted to Probate in Ohio
Here's a new one for me - a story about a last will and testament written on a piece of wood. Marilyn S. Rhodeback wrote the original will on a piece of left
Last Wills of the Rich and Famous
I don't know exactly why, but I'm fascinated by the Last Will and Testaments of the rich and famous. The provisions of the wills of the likes of anyone from
Legal Battle Over Estate of Anna Nicole Smith's Husband Still Lives On
Even though Anna Nicole Smith (aka Vickie Lynn Marshall) has been dead since February 2007, her legal battle over the estate of her husband, billionaire J.
Legal Fees - How to Minimize Legal Fees After Death
Death is a costly business, and it's not just funeral costs - think about the costs of settling your affairs after you're gone. If you don't have an estate plan, then your loved ones will be left in the dark and the fees will quickly add up. And even if you do have an estate plan, if you haven't taken the time to maintain it, then it won't work the way it's supposed to and, again, the fees will quickly add up. Here are some tips to minimize the legal fees associated with settling your estate.
Legal Fees - How to Minimize Legal Fees During Life
Today you can't put together even a simple estate plan without the assistance of an experienced estate planning attorney. Why? Because estate planning is state law specific and these laws are convoluted. This means that one wrong word or missing signature or any procedure that isn't followed to the letter of the law can partially or completely invalidate your estate plan. Here's a list of a few simple things that you can do to keep the costs of setting up and maintaining your estate plan down.
Legal Fees, Estate Planning Fees, How Much Should Estate Planning Documents Cost, How Much Does a Will Cost
Letters Testamentary
Definition of Letters Testamentary
Letters of Administration
Definition of Letters of Administration
Life Insurance Can Equal Estate Taxes
Life Insurance Can Equal Estate Taxes
Lifetime Gift Tax Exemption Chart
Lifetime Gift Tax Exemption Chart
Living Trust vs. Revocable Living Trust - Do You Know the Difference?
Yes, estate planning terms can be confusing, particularly since different estate planning attorneys use different terms that can mean the exact same thing.
Living Trust vs. Revocable Trust vs. Revocable Living Trust - Do You Know the Difference?
When it comes to understanding trusts, it is very important to understand that the name of the trust usually does not matter. What matters most is what the written trust agreement says.
Living Trust, Revocable Living Trust, Irrevocable Living Trust
Living Trust
Living Trusts - Can the Trustee Change the Terms of the Trust?
Can the Trustee of a Revocable Living Trust change the terms of the trust agreement? The answer is no - only the Trustmaker has the power to amend, modify, or
Living Trusts - Does a Revocable Living Trust Get Included in Your Estate?
The answer to this question is a most definite yes. Why? Because even though the legal title to your assets changes when you fund them into your Revocable
Living Trusts - Funding a Trust - How to Fund a Revocable Living Trust
Funding a trust is just as important as setting it up. Learn why it's important to fund your revocable living trust and how to fund specific assets including bank and investment accounts, stock certificates, savings bonds, personal effects, retirement accounts, life insurance, business interests and real estate.
Living Trusts and Choosing Successor Trustees - Should You Choose Family Members?
The article A pro or kinfolk? Picking an estate trustee, written by North Carolina certified financial planner Holly Nicholson for The News & Observer, offers
Living Trusts and Choosing Successor Trustees - Should You Choose an Institution?
On Tuesday I wrote about the importance of choosing the right successor Trustee for your Revocable Living Trust and how often times family members really aren't
Living Will
Living Will
Living Wills, Living Trusts, Living Wills vs. Living Trusts, What's the Difference Between a Living Will and a Living Trust?
Many people confuse Living Wills with Living Trusts, and yet these legal documents serve two completely different purposes. Learn what a Living Will is, what a Living Trust is, and how to never confuse these two documents ever again.
Living Wills, Living Will, Medical Directives, What is a Living Will?
Planning for what happens to you if you suffer from a terminal illness or are critically injured should be made a part of your estate plan. The legal document necessary to put your wishes in writing is called a Living Will.
Llyod's of London Refuses to Pay Michael Jackson's Estate Over Doomed This Is It Concerts
Llyod's of London Refuses to Pay Michael Jackson's Estate Over Doomed This Is It Concerts
Louisiana Estate Taxes, Louisiana Estate Tax
Louisiana did collect a state estate tax prior to January 1, 2005. Learn about the Louisiana estate tax here.
Maine Estate Tax Update - State Senate Approves Significant Increase in Estate Tax Exemption
Currently Maine collects an estate tax on estates that are valued over $1 million, but last week the Maine Senate approved a bill that will increase the state
Maine Estate Taxes Maine Inheritance Taxes
Residents of Maine, as well as nonresidents who own real estate and/or tangible personal property located in Maine, are subject to a local estate tax in addition to the federal estate tax and gift tax. Learn all about Maine estate taxes here.
Maine Senate Scales Back Increase in State Estate Tax Exemption
Maine Senate Scales Back Increase in State Estate Tax Exemption
Making Your Will Your Way
Many people I work with struggle with all of the decisions that they have to make when putting together their estate plan: Who should get what? When should
Mansion Where Michael Jackson Died Listed for Sale, George Harrison and Huguette Clark Properties Also Listed For Sale
Mansion Where Michael Jackson Died Listed for Sale, George Harrison and Huguette Clark Properties Also Listed For Sale
Marital Trust, Definition of Marital Trust, QTIP Trust, A Trust, Marital Deduction Trust
Definition of Marital Trust
Maryland Estate Taxes Maryland Inheritance Taxes
Residents of Maryland, as well as nonresidents who own real estate and/or tangible personal property located in Maryland, are subject to a local inheritance tax and a local estate tax in addition to the federal estate tax. Learn all about the Maryland estate tax and the Maryland inheritancet tax here.
Maryland Legislation in the Works to Fix Glitch Created by Federal Estate Tax Repeal
Last Wednesday I reported on a bill that is working its way through the Virginia legislature designed to fix a glitch created by repeal of the federal estate
Maryland Legislators Push for Estate Tax Relief for Farmers
Maryland Legislators Push for Estate Tax Relief for Farmers
Massachusetts Delays Implementation of Uniform Probate Code
Massachusetts Delays Implementation of Uniform Probate Code
Massachusetts Estate Taxes Massachusetts Inheritance Taxes
Residents of Massachusetts, as well as nonresidents who own real estate and/or tangible personal property located in Massachusetts, are subject to a local estate tax in addition to the federal estate tax. Learn all about the Massachusetts estate tax here.
Massachusetts Woman Sent to Jail After Stealing Her Siblings' Inheritance
Massachusetts Woman Sent to Jail After Stealing Her Siblings' Inheritance
May 2008 Estate Planning Newsletters
May 2008 Estate Planning Newsletters
Mechelle McNair Asks Probate Court for Over $3.7 Million to Pay Estate Tax Bills
On March 30 Jonula
Michael Jackson and Elizabeth Taylor Celebrity Estate Auction Updates
Michael Jackson and Elizabeth Taylor Celebrity Estate Auction Updates
Michael Jackson's Children - Custody Hearing Once Again Postponed
Celebrity gossip website TMZ reported on Friday that the hearing scheduled for later today in the battle over the custody of Michael Jackson's three minor
Michael Jackson's Children - Permanent Custody Awarded to Katherine Jackson
It was no surprise yesterday when Judge Mitchell Beckloff awarded permanent custody of Michael Jackson's three minor children, Michael Joseph
Michael Jackson's Children Custody Guardianship - Follow the Court Docket for the Custody and Guardianship of Michael Jackson's Children
If you're interested in keeping up to date on what's going on with the custody and guardianship of Michael Jackson's children, Prince, Paris, and Blanket, then follow the links and instructions provided in this article.
Michael Jackson's Children Receive an Increase in Allowance
Last week Judge Mitchell Beckloff, the L.A. Superior Court judge who is presiding over Michael Jackson's probate estate, approved an increase in the monthly
Michael Jackson's Estate - "This is It" is All That
It's hard to believe that Michael Jackson died one year ago today. Since then I have calculated that I have written over 25 blogs about Michael Jackson's
Michael Jackson's Estate - Does Joe Jackson Have Legal Standing to Remove the Estate's Executors?
When someone dies and leaves even just one asset titled in the deceased individual\'s sole name, probate will usually be required to transfer ownership of the
Michael Jackson's Estate - Fans Vie for Chance to Win Sleepover in Jackson Museum
Believe it or not, the one year anniversary of Michael Jackson's death is fast approaching, and the only official Jackson museum in the world, which is located
Michael Jackson's Estate - Is He Worth More Dead Than Alive?
Last week it was reported that the co-executors of Michael Jackson's estate, John Branca and John McClain, signed an agreement with Sony's Columbia Epic Records
Michael Jackson's Estate - Is a Will Contest on the Horizon?
On Saturday I reported that Katherine Jackson fired the lawyers representing her in the probate of her son's estate, but it turns out that Mrs. Jackson did not
Michael Jackson's Estate - Joe Jackson Finally Files a Wrongful Death Lawsuit
Yesterday I reported on the $13 million+ claim filed against Michael Jackson's estate in an attempt to collect a debt owed by his mother, Katherine Jackson, as
Michael Jackson's Estate - Joe Jackson Won't Stop 'Til He Gets Enough
Has Michael Jackson's father, Joe Jackson, gone off the deep end? Maybe. Earlier this week Jackson's attorney, Brian Oxman, filed documents with a California
Michael Jackson's Estate - Katherine Jackson Says No to Debbie Rowe's Request for Attorney's Fees
Back in March I reported that Debbie Rowe, the biological mother of two of Michael Jackson's children, Michael Joseph
Michael Jackson's Estate - Katherine Jackson's Lawsuit Claims AEG'S Actions and Inactions Killed Her Son
Thanks to TMZ.com (I really do love TMZ because they get copies of all of the good court documents and post them right on their website for everyone to read),
Michael Jackson's Estate - King of Pop Worth Far More Dead Than Alive
The first accounting of the estate of Michael Jackson was recently filed by the estate's executors. An estate accounting gives all of the intimate details
Michael Jackson's Estate - Michael Jackson Family Trust - Michael Jackson Blogs - Blogs About Michael Jackson's Estate & Trust
If you're interested in reading about the past and present news related to the probate of Michael Jackson's estate, then here you'll find links to all of the Wills & Estate Planning blogs written about the estate and the Michael Jackson Family Trust.
Michael Jackson's Estate - Not Your Typical Probate Administration
A recent review of the probate court docket for Michael Jackson's estate revealed that a lot has been going on - as of September 18, over 150 court documents
Michael Jackson's Estate - The Latest Court Moves
This past week saw a flurry of activity with regard to the probate of Michael Jackson's estate in the Los Angeles County Superior Court. Here is a run down of
Michael Jackson's Estate - Update on the Latest Court Moves - Round 1 Goes to Branca & McClain
A stunning decision was handed down this morning in the struggle for control over Michael Jackson's estate - Los Angeles Superior Court Judge Mitchell L.
Michael Jackson's Estate - Who Are the Biological Fathers of Paris and Blanket?
Just when I thought a full month would go by without any news about Michael Jackson's estate, low and behold two men have stepped forward claiming to be the
Michael Jackson's Estate - Who Will Be Named Guardian of Michael Jackson's Children?
Today is the day that Michael Jackson's mother, Katherine Jackson, and his ex-wife and biological mother of two of his children, Debbie Rowe, square it off in
Michael Jackson's Estate - Will Katherine Jackson Lose Her Inheritance?
Maybe it's really just a coincidence, and maybe it's not, but right on the heels of the one year anniversary of their son's death, Michael Jackson's parents
Michael Jackson's Estate Agrees to Release of Songs Recorded With Queen's Freddie Mercury
Michael Jackson's Estate Agrees to Release of Songs Recorded With Queen's Freddie Mercury
Michael Jackson's Estate Counter-Claims for $17.5 Million Insurance Payout
Michael Jackson's Estate Counter-Claims for $17.5 Million Insurance Payout
Michael Jackson's Estate Goes On World Tour and Then Lands in Vegas, Baby, Vegas
Back in April 2010 it was revealed that Michael Jackson's executors were teaming up with Cirque du Soleil to produce a variety of shows based on Jackson's
Michael Jackson's Estate Goes to the Circus
On Tuesday Cirque du Soleil, according to its website
Michael Jackson's Estate Objects to Unusual Claims Filed by Former Attorney and Doctor
Michael Jackson's Estate Objects to Unusual Claims Filed by Former Attorney and Doctor
Michael Jackson's Estate Pays for Trashed Vegas Mansion
The executors of Michael Jackson's estate have settled one of the numerous lawsuits filed against the estate to collect on the King of Pop's mountain of bills
Michael Jackson's Estate Sues Howard Mann's Vintage Pop Media Company
It has been fairly quiet on the Michael Jackson estate front for the past few months, but last week things flared up when the executors of the estate filed a
Michael Jackson's Estate Teams With Pepsi to Commemorate the Release of "Bad"
Michael Jackson's Estate Teams With Pepsi to Commemorate the Release of Bad
Michael Jackson's Estate, Michael Jackson Family Trust
Read all of the latest about Michael Jackson's estate and the Michael Jackson Family Trust.
Michael Jackson's Executors Request Permission to Fund Family Trust With $30 Million, Sell Encino Home
Michael Jackson's Executors Request Permission to Fund Family Trust With $30 Million, Sell Encino Home
Michael Jackson's Executors To Be Paid 10% of Estate's Profits
Back in December I reported that the executors handling the probate of Michael Jackson's estate, John Branca and John McClain, had filed documents with the Los
Michael Jackson's Famous Thriller Jacket Sold at Auction
Michael Jackson's Famous Thriller Jacket Sold at Auction
Michael Jackson's Will - Did Michael Jackson Have to Cut Debbie Rowe Out of His Will?
While it probably came as no surprise to most people that Michael Jackson intentionally disinherited his ex-wife, Debbie Rowe, in his Last Will and Testament,
Michael Jackson's Will vs. the Michael Jackson Family Trust
Is there any significance in the difference between the date Michael Jackson's Last Will and Testament was signed (July 7, 2002) and the date the Michael
Michael Jacksons Estate Michael Jackson Will - Follow the Court Docket for Michael Jackson's Estate
If you're interested in keeping up to date on what's going on with the probate of Michael Jackson's will and estate, then follow the links and instructions provided in this article.
Michigan Estate Taxes
Michigan did collect a state estate tax prior to January 1, 2005. Learn about the Michigan estate tax here.
Middleton Family Inheritance Being Used to Pay for Royal Wedding
It has been estimated that the royal wedding between Kate Middleton and Prince William, set to take place on April 29, is going to cost anywhere from $16 - $64
Minnesota Estate Taxes Minnesota Inheritance Taxes
Residents of Minnesota, as well as nonresidents who own real estate and/or tangible personal property located in Minnesota, are subject to a local estate tax in addition to the federal estate tax. Learn all about the Minnesota estate tax here.
Minority Interest in San Diego Chargers Will Not Be Sold to Plan for Estate Taxes
Minority Interest in San Diego Chargers Will Not Be Sold to Plan for Estate Taxes
Missing Teen Natalee Holloway Declared Dead by Alabama Judge
Missing Teen Natalee Holloway Declared Dead by Alabama Judge
Mississippi Estate Taxes, Mississippi Estate Tax
Mississippi did collect a state estate tax prior to January 1, 2005. Learn about the Mississippi estate tax here.
Missouri Estate Taxes
Missouri did collect a state estate tax prior to January 1, 2005. Learn about the Missouri estate tax here.
Modern Estate Planning Equals Estate Protection
While traditional estate planning focused on avoiding probate and minimizing estate taxes, today the focus has shifted in a new direction - from an emphasis on
Modern Estate Planning, Estate Planning as if Your Life Depends on It, Lifelong Estate Planning
When I started out as an estate planning attorney 16 years ago, estate planning was viewed as a one time transaction. Today, that view has significantly changed.
Montana Estate Taxes, Montana Estate Tax
Montana did collect a state estate tax prior to January 1, 2005. Learn about the Montana estate tax here.
Montana Supreme Court Gives Indian Trial Courts Exclusive Jurisdiction in Certain Probate Matters
Montana Supreme Court Gives Indian Trial Courts Exclusive Jurisdiction in Certain Probate Matters
More Michael Jackson Estate News - Debbie Rowe's Attorney Requests Payment of Legal Fees for Custody Battle
On the heels of yesterday's report about the blockbuster deal struck by John Branca and John McClain, co-executors of Michael Jackson's estate, that could bring
More Year End Estate Planning Tips - Don't Forget About the Worker, Retiree and Employer Recovery Act of 2008
Back on December 23, 2008, President Bush signed the
More Year End Estate Planning Tips - Find Out if You Need an Estate Plan
As we approach the end of 2009, it's time to get back to the basics. If you don't already have an estate plan, then one of your 2010 resolutions should be to
More Year End Estate Planning Tips - Get a Life Insurance Review
As we approach the end of 2009, one of your 2010 resolutions should be to get a life insurance review done in early 2010. Why? Because if your life insurance
More Year End Estate Planning Tips - Make Other Gifts That Are Not Really Gifts
Yesterday I wrote about annual exclusion gifts - transfers of property that do not exceed $13,000 per person this year or in 2010 - which under the Internal
More Year End Estate Planning Tips - Sign Up for an Estate Plan Review
This is the time of year that many clients call me to arrange for a complete review of their estate plans. In fact, over the past month I've met with multiple
More Year End Estate Planning Tips - Understand How Changes in Your Life and the Law Affect Your Estate Plan
Last Tuesday I wrote about making it a 2010 resolution to have your estate plan reviewed if you haven't looked at in the past few years. Why? Because things
More on H.R. 3467, The Sensible Estate Tax Act of 2011
More on H.R. 3467, The Sensible Estate Tax Act of 2011
More on Lawsuit Filed to Challenge Retroactive Reduction of Connecticut's Estate Tax Exemption
More on Lawsuit Filed to Challenge Retroactive Reduction of Connecticut's Estate Tax Exemption
More on Supreme Court Ruling Against Anna Nicole Smith's Estate
More on Supreme Court Ruling Against Anna Nicole Smith's Estate
Most Read Wills & Estate Planning Blogs in January 2012
Most Read Wills & Estate Planning Blogs in January 2012
Moving to Avoid Estate Taxes Revisited - New Hampshire Lawmakers Push for a State Estate Tax
New Hampshire Senate Bill 450-FN was amended last week to provide for an 8% estate tax on the estates of New Hampshire residents that exceed $2 million in
Multi-Million Dollar Claim Filed by Disgruntled L.A. Resident Against Michael Jackson's Estate Dismissed
Multi-Million Dollar Claim Filed by Disgruntled L.A. Resident Against Michael Jackson's Estate Dismissed
Multiple States Pass Legislation to Fix Glitch Created by Repeal of Federal Estate Tax
Back in late January and early February I reported on the efforts of multiple states to fix a possible glitch in the estates plans of millions of Americans
Napa Executor/Trustee Accused of Stealing From Siblings is Going to Trial
Back on March 12 I wrote about the case of Stephen Beal Berg, a Napa, California man accused of stealing from his siblings while he was acting as the
National Estate Planning Awareness Week Begins on October 17
National Estate Planning Awareness Week Begins on October 17
Nebraska Estate Taxes, Does Nebraska Have an Estate Tax?
Nebraska, like all other states, did collect a state estate tax prior to January 1, 2005, and after that Nebraska collected a state estate tax until it was repealed effective for deaths occurring on or after January 1, 2007. Learn why things changed and if it is possible for the Nebraska estate tax to come back.
Nebraska Governor Proposes Repeal of Nebraska Inheritance Tax
Nebraska Governor Proposes Repeal of Nebraska Inheritance Tax
Nebraska Inheritance Taxes Nebraska Estate Taxes
Residents of Nebraska, as well as nonresidents who own real estate and/or tangible personal property located in Nebraska, are subject to a local inheritance tax in addition to the federal estate tax. Learn all about the Nebraska inheritance tax here.
Nevada Estate Taxes
Nevada did collect a state estate tax prior to January 1, 2005. Learn about the Nevada estate tax here.
New Arizona Law Allows Beneficiary Designations for Motor Vehicles
New Arizona Law Allows Beneficiary Designations for Motor Vehicles
New Estate Tax Straw Poll - Cast Your Vote! - What Do You Think Congress Will Do With Estate Taxes for 2013 and Beyond?
Last year I posted an Estate Tax Straw Poll so that you could vote on what you thought Congress would do with the federal estate tax for 2010 and beyond. The
New Hampshire Estate Taxes, New Hampshire Estate Tax
New Hampshire did collect a state estate tax prior to January 1, 2005. Learn about the New Hampshire estate tax here.
New Jersey Estate Tax, New Jersey Estate Tax Rates, New Jersey Estate Taxes, Overview of New Jersey Estate Tax Laws
In addition to a state inheritance tax, New Jersey also imposes a separate state estate tax which has been decoupled from the federal estate tax laws. Find out what this means for New Jersey residents.
New Jersey Estate Taxes New Jersey Inheritance Taxes
Residents of New Jersey, as well as nonresidents who own real estate and/or tangible personal property located in New Jersey, are subject to a local estate tax and a local inheritance tax in addition to the federal estate tax. Learn all about the New Jersey estate tax and the New Jersey inheritance tax here.
New Jersey Inheritance Tax, New Jersey Inheritance Tax Rates, New Jersey Inheritance Taxes, Overview of New Jersey Inheritance Tax Laws
If you live in New Jersey, then you're lucky enough to live in one of the two states that collects both a separate state inheritance tax and state estate tax (Maryland is the other). Here you will find a summary of current New Jersey inheritance tax laws.
New Mexico Estate Taxes, New Mexico Estate Tax
New Mexico did collect a state estate tax prior to January 1, 2005. Learn about the New Mexico estate tax here.
New Oklahoma Law Gives Life to Facebook Accounts After Death
What will happen to your Facebook account after you die? If you live in Oklahoma, then a new law, apparently the first of its kind in the U.S., will give your
New Poll: Should the Federal Estate Tax Be Repealed?
New Poll: Should the Federal Estate Tax Be Repealed?
New York Estate Tax, New York Estate Taxes, New York Estate Tax Rates, Overview of New York Estate Tax Laws
If you live in New York, then you live in one of the remaining states that collects a state estate tax or a state inheritance tax. The estates of New York residents, as well as the estates of nonresidents who own real estate and/or tangible personal property located in New York, are subject to a state estate tax in addition to the federal estate tax under the guidelines listed here.
New York Estate Taxes New York Inheritance Taxes
Residents of New York, as well as nonresidents who own real estate and/or tangible personal property located in New York, are subject to a local estate tax in addition to the federal estate tax. Learn all about the New York estate tax here.
New York Joins Other States in Offering Fix to Potential Glitch Created by Federal Estate Tax Repeal
Last week New York joined a handful of states that have passed legislation aimed at fixing a potential glitch created by repeal of the federal estate tax for
No Contest Clause, What is a No Contest Clause, Definition of No Contest Clause
Definition of No Contest Clause
No Surprise Estate Taxes Tops in September 2011
No Surprise Estate Taxes Tops in September 2011
No Surprise Taxes Top Wills and Estate Planning Reading List for Nov. 2010
As we impatiently await the final outcome of the Obama - GOP tax compromise, it's the time of the month for me to report on the most read Wills and Estate
No Will, Then What?
No Will, Then What?
North Carolina Estate Tax Update - State Estate Tax Repealed on January 1
Thanks to Greg Herman-Giddens over at the North Carolina Estate Planning Blog for bringing to my attention that due to the repeal of the federal estate tax on
North Carolina Estate Taxes North Carolina Inheritance Taxes
Residents of North Carolina, as well as nonresidents who own real estate and/or tangible personal property located in North Carolina, are subject to a local estate tax in addition to the federal estate tax. Learn all about the North Carolina estate tax here.
North Carolina Legislators to Consider Repeal of North Carolina Estate Tax
North Carolina Legislators to Consider Repeal of North Carolina Estate Tax
North Dakota Estate Taxes, North Dakota Estate Tax
North Dakota did collect a state estate tax prior to January 1, 2005. Learn about the North Dakota estate tax here.
Obama's 2013 Budget and Estate Taxes - Same Thing, Different Year
Obama's 2013 Budget and Estate Taxes - Same Thing, Different Year
October 20-26: First Annual National Estate Planning Awareness Week
The National Association of Estate Planners & Councils (or NAEPC) has declared the 3rd week of October as National Estate Planning Awareness Week. NAEPC, in
Ohio Estate Tax - Ohio Estate Tax Rates - Ohio Estate Taxes - Ohio Estate Tax Return - Overview of Ohio Estate Tax Laws
If you live in Ohio, then you live in one of the remaining states that collects a state estate tax or a state inheritance tax. The estates of Ohio residents, as well as the estates of nonresidents who own real estate and/or tangible personal property located in Ohio or intangible personal property used in business within Ohio, are subject to a state estate tax under the guidelines listed here.
Ohio Estate Tax Repeal Update - A New Initiative Seeks to End Estate Tax in 2013
In response to a recent update I gave on the status of estate tax repeal in Ohio - Ohio Estate Tax Repeal is Dead in 2010 - I received an email from Ron Alban,
Ohio Estate Tax Repeal is Dead in 2010
Back in September I reported on the efforts of the Ohio chapter of Americans for Prosperity, a national nonprofit organization that advocates limited government
Ohio Estate Tax Update - State House OKs Budget That Will Repeal Ohio Estate Tax
On May 5 the Ohio House of Representatives approved a budget that will cover the 2012 and 2013 fiscal years. The $112 billion budget will allegedly close the
Ohio Estate Tax Will Be Repealed on January 1, 2013
Ohio Estate Tax Will Be Repealed on January 1, 2013
Ohio Estate Taxes - Two Towns Battling in Probate Court Over $3.9 Million Estate Tax Proceeds
A woman from Pinner in London\'s West End certainly had no idea that her late sister owned a rare eighteenth century Chinese vase that fetched a record $85.9
Ohio Estate Taxes Ohio Inheritance Taxes
Residents of Ohio, as well as nonresidents who own real estate and/or tangible personal property located in Ohio, are subject to a local estate tax in addition to the federal estate tax. Learn all about the Ohio estate tax here.
Ohio Lawmakers Make Push to Repeal Ohio's Estate Tax
Last week a bill was introduced in the Ohio legislature to permanently repeal Ohio's estate tax retroactively back to January 1, 2011. Ohio has the smallest
Ohio Probate Judge Starts Initiative to Help Homeowners Avoid Probate
Ohio Probate Judge Starts Initiative to Help Homeowners Avoid Probate
Oil Gas and Mineral Rights, How to Transfer Oil Gas or Mineral Rights into a Trust
If you own oil, gas or mineral rights, then don't overlook the importance of getting them into your revocable living trust. Here's how.
Oklahoma Estate Tax Update - State Estate Tax Will Be Repealed on January 1
In 2006 the Oklahoma legislature acted to repeal the state estate tax effective January 1, 2010, which corresponds with the complete repeal of the federal
Oklahoma Estate Taxes Oklahoma Inheritance Taxes
Residents of Oklahoma, as well as nonresidents who own real estate and/or tangible personal property located in Oklahoma, used to be subject to a local estate tax in addition to the federal estate tax. Learn all about the Oklahoma estate tax here.
Old and Moldy Probate Matters and How to Avoid Them
Today I went to the court house and filed the papers necessary to open up the probate estate of a person who died in 1999. To make matters worse, the primary
Oregon Department of Justice Settles With Three Living Trust Mills
As part of its financial fraud-consumer protection section, the Oregon Department of Justice actively monitors and pursues
Oregon Estate Tax Compromise Bill on Governor's Desk
Oregon Estate Tax Compromise Bill on Governor's Desk