News & Analysis as of

Estate Planning › Asset Management › Family Members

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 -
Pullman & Comley, LLC

Is It Time to Update Your Estate Planning?

Pullman & Comley, LLC on

An estate plan allows a person to direct where their assets go on their death—having your estate planning in order allows your voice and your wishes to be heard. If you die without an estate plan, your wishes may not be...more

Saul Ewing LLP

Planning for the Ongoing Care of Your Pets

Saul Ewing LLP on

To many of us, our pets are members of the family. However, they are often overlooked in putting together an estate plan, where the traditional focus is on the disposition of a client’s assets and naming guardians for his or...more

Fleurinord Law PLLC

From Purple Reign to Probate Pain: Lessons from Prince’s $156 Million Estate Planning Mistake

Fleurinord Law PLLC on

The Purple Reign… in Chaos: Netflix, Secrets, and the Fight Over Prince's Legacy...more

Ward and Smith, P.A.

Why Wait? – Estate Planning for Young Families

Ward and Smith, P.A. on

Especially in the beginning stages of building a family, legal documentation is not often top of mind. However, for young families, establishing a comprehensive estate plan is an important and proactive step toward...more

Offit Kurman

Financial Planning Tips for the Sandwich Generation with Sherry Finkel Murphy

Offit Kurman on

In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona is joined by financial planner and author Sherry Finkel Murphy. They discuss the unique challenges of the 'Triple Decker Sandwich Generation,'...more

Poyner Spruill LLP

Clear Drafting in Estate Planning: Lessons from Abitol v. Clark

Poyner Spruill LLP on

The North Carolina Court of Appeals’ recent decision on December 3, 2024 in Abitol v. Clark highlights the critical role of clear drafting in estate planning and raises novel legal questions regarding the inheritance rights...more

Lowenstein Sandler LLP

Grave Reservations: Everything You Didn’t Realize You Want to Know About Cemeteries

Lowenstein Sandler LLP on

Host Warren K. Racusin, Chair of Lowenstein’s Trusts & Estates practice, talks about the law and lore of cemeteries with Eric D. Weinstock, and Rich Moylan, president of Green-Wood Cemetery in Brooklyn, New York. They discuss...more

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

Fleurinord Law PLLC

Navigating the Twists and Turns of Aretha Franklin’s Estate 5 Years Later: Lessons Under Texas and Florida State Laws

Fleurinord Law PLLC on

Aretha Franklin, the legendary Queen of Soul, passed away on August 16, 2018 from pancreatic cancer at the age of 76 in Detroit, Michigan.  She left a legacy marked by her incomparable music and talent, and a $6 million...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

Life After Love Gone Wrong Podcast: Season 3, Episode 6 - Reshaping Your Legacy: Estate Planning After Your Divorce

Fox Rothschild LLP on

If something happens to you, would you want your ex or soon-to-be-ex to have the right to make decisions on your behalf? If your answer is no, then stop everything you’re doing and listen to this episode. Melissa...more

Chambliss, Bahner & Stophel, P.C.

Estate Planning: Should I Divide My Assets Equally?

Chambliss, Bahner & Stophel, P.C. on

Your heirs may not see eye to eye on family circumstances, particularly regarding inheriting your estate. Relationships can change and intensify when you die. Underlying issues can bubble to the surface, creating tensions...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

Blank Rome LLP

How to Avoid Cutting the Painting in Half

Blank Rome LLP on

Many parents wish to bequeath their assets to their children in equal shares, yet they don’t consider that a plethora of valuable assets would become worthless if equally divided. How do you dispose of a painting, a family...more

Winstead PC

Texas Court Approves Accounting In An Estate Dispute

Winstead PC on

In Many v. Ridgely, a decedent’s son and daughter were beneficiaries of her estate. No. 03-21-00520-CV, 2023 Tex. App. LEXIS 8189 (Tex. App.—Austin October 27, 2023, no pet. history)...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

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

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

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

Sands Anderson PC

When Two Trusted Advisors Disagree

Sands Anderson PC on

Occasionally, you may receive conflicting advice from two people – both people you trust, both skilled in their fields. How do you decide what to do?...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, May/June 2022

Shumaker, Loop & Kendrick, LLP on

You’ve received an inheritance: Now what? If you’ve received, or will soon receive, a significant inheritance, it may be tempting to view it as “found money” that can be spent freely. But unless your current financial plan...more

Sands Anderson PC

Planning in Panic Mode

Sands Anderson PC on

A few years ago, I spent a memorable weekend going back and forth between my office and a client’s hospital room. I spent hours sitting at hospital cafeteria tables or by my client’s bedside while he waited for an operation,...more

Bennett Jones LLP

Logan Estate: An Example of Best Practices in Will Drafting

Bennett Jones LLP on

A person who challenges the validity of a will has the burden of rebutting the presumption that a will is valid. In Logan Estate (Re), 2021 ABCA 6, the challenger was unable to rebut this presumption due to the strength of...more

Downey Brand LLP

Who Gets the Tahoe House and Other California Real Estate Inheritance Disputes

Downey Brand LLP on

Many California trust and estate disputes involve the allocation of real estate amongst several beneficiaries. Mom and Dad, may they rest in peace, owned an upscale home in the Fab 40s neighborhood of East Sacramento, a sweet...more

28 Results
 / 
View per page
Page: of 2
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