Update Your Estate Plan: Navigating Life’s Changes
March 13, 2024
Discover why updating your estate plan is crucial for securing your legacy. Don’t wait for a life event to make necessary changes.
Downs Law Firm, P.C.
Trustee
What is not Controlled by a Will?
January 10, 2024
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
Preparing for AI in Your Will
June 26, 2023
Grief technology, the use of images and voices after a person’s death, is already an existing thing, with Seance AI programs to communicate with grandchildren.
Battle Over Lisa Marie Presley Estate
March 14, 2023
A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.
Should I Name a Co-Trustee?
November 8, 2022
Unlike a last will and testament, a revocable living trust is effective during your lifetime.
Should You Rule From the Grave?
October 7, 2021
There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.
Trusts Work for Regular Folks
April 14, 2021
When you hear the word trust fund, you might think of wealthy kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich. They are flexible tools to protect your loved ones.
Am I Named in a Will? How Would I Know?
February 1, 2021
How can we see if there was a will and if it’s worth pursuing?
How Do Special Needs Trusts Work?
December 16, 2019
The most common question faced by special needs parents and caregivers is, ‘What will happen if I am not here?’
Does a Trust Beneficiary Pay Income Taxes?
December 3, 2019
Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust’s income rather than the trust itself paying the tax. However, such beneficiaries are not subject to taxes on distributions from the trust’s principal.
Categories
- Able Account
- Administration
- Advanced Directive
- Aging Life care manager
- Aging Parent
- Alzheimer's
- Annuities
- Artificial Intelligence
- Asset Protection
- Asset Protection Trust
- Assets
- Assisted Living
- Augmented Estate
- Beneficiary Designations
- Business succession planning
- Buy Sell Agreement
- Caregiving
- Caretaker
- Cash from Insurance
- Charitable Giving
- Common Pot Trust
- Continuing Care Community
- Coronavirus
- Covid
- Covid
- Creditor Claims
- debts and claims
- Dementia
- Digital Assets
- Disinheritance
- Divorce
- Domestic Partners
- Elder Law Attorney
- Estate Planning
- Estate Tax
- Executor
- Family Fights
- Family Meeting
- Funeral
- Gifting
- Grandparent
- Guadianship
- Guardian
- Healthcare Power of Attorney
- Homeschooling
- Hospice
- Housemate
- Incapacity Planning
- Incentive trust
- Income Taxes
- Inheritance
- Inheritance tax
- Intellectual Property
- Intestate
- joint ownership
- Lack of Capacity
- Legacy Planning
- Life Estate Deed
- Life Insurance
- Limited Liability Company
- Living Trust
- Living Will
- Long terrm care planning
- Medicaid
- Medicaid Asset Protection Trust
- Name Image and Likeness NIL
- News
- Nursing home
- Nursing Home Care
- Pandemic
- Pet Trust
- Pets
- Prenuptial
- Prenuptial Agreement
- Probate
- Probate
- Procrastination
- Property Power of Attorney
- Quality of Life
- Retirement
- Retirement Plans
- Roth IRAs
- Scams
- Social Security
- Social Security
- Special Needs
- Special Needs Trusts
- Spendthrift Trust
- Step-Up Basis
- Stretch IRA
- Substance Abuse
- Tangible assets
- Taxes
- Tenants in Common
- Testamentary Trust
- Time Management
- Timeshare
- Title transfers
- Trustee
- Trusts
- Uncategorized
- Unclaimed property
- Vacation home
- Vaccinne
- Will
Tags
401(k) (14)
Asset Protection (31)
Assets; (18)
Beneficiaries (19)
Beneficiary (15)
Beneficiary designations (23)
Caregiving (16)
Dementia (20)
Digital Assets (11)
Disability (12)
Durable Power of Attorney (17)
Elder Care (28)
Elder Law Attorney; (37)
Estate Plan (21)
Estate Planning (28)
Estate Planning Attorney; (100)
Estate Planning Lawyer (73)
Estate Tax (13)
Executor (41)
Financial Planning (15)
Guardian (16)
Guardianship (26)
Health Care Power of Attorney (13)
Heirs (17)
Inheritance (71)
Intestacy (18)
IRA (14)
Last Will and Testament (23)
Life Insurance (22)
Living Will (29)
Medicaid (23)
Power of Attorney (58)
Probate (40)
Probate Attorney (32)
Probate Court (36)
Retirement (13)
Senior Health (13)
Social Security (24)
Surviving Spouse (11)
Tax Planning (14)
Trust (27)
Trustee; (26)
Trusts (27)
Will (43)
Wills (48)
