An 85-year-old man who bobs between residences in Australia and the State of Washington is not an “elder” for purposes of California’s Elder Abuse Law,
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Consider an Intrafamily Loan to go along with a Trust
With interest rates at historic lows—for the time being—wealthy families are turbocharging their estate-planning strategies by pairing intrafamily loans with trusts. In late 2009, a
Help with Complex Medicaid Planning
Estate planning frequently addresses property transfers in contemplation of death while elder law considers retirement income issues. While it is easy to consider the two
Estate Planning and Your Second Marriage
Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you
Advice for Long-Term Healthcare and Dementia
With its views of the Rincon Mountains and nine large, adobe-style homes, the Villas at Houghton looks more like an upscale gated neighborhood than a
Happy Birthday Estate Tax!
One of the more controversial federal tax provisions recently reached a significant milestone. The estate tax is now 100 years old. Once a tax becomes
Son Sues Mom for His Inheritance
Family members suing each other over inheritances and other estate matters is fairly common. A recent case in North Carolina, however, is a bit unusual
Who Owes On a Lease When the Tenant Passes Away?
Fewer and fewer Americans own their homes and instead are choosing to sign leases. What happens when someone passes away and money is still owed
Probate Records Can Be Sealed
Probate records are normally matters of public record that can be viewed by anyone interested. However, judges do have the power, even if it is
Stevie Wonder Sued by Lawyer’s Widow
Stevie Wonder has recently been sued by the widow of his former attorney, who claims that the musician owes her millions in unpaid royalties. However,
New Estate Tax Requirements Postponed
New reporting requirements for estates subject to the estate tax were supposed to go into effect in August. However, the IRS was not ready at
Paying the IRS will be More Difficult for Some Next Year
Normally, when people owe the IRS money, the agency is more than happy to take payment immediately and through a variety of different means. However,
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Latest Posts
- The Best Time to Make an Estate Plan Is Before You Need One
- Do You Need a Probate Attorney, or Can You Handle Probate Yourself?
- When a Nursing Home Crisis Hits Before You Have a Medicaid Plan
- Would Your Estate Plan Hold Up in a Crisis?
- Estate Planning Keeps Changing. Here’s What Families Need to Know











