Estate Planning and Wills
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Estate Planning and Wills
Estate Planning and Living Will articles and information
Curated by Justin Yarmark
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Family farms face business succession issues - Sioux Falls Argus Leader

Family farms face business succession issues - Sioux Falls Argus Leader | Estate Planning and Wills | Scoop.it
Family farms face business succession issues
Sioux Falls Argus Leader
It all starts with the creation of a base estate plan. This usually involves drafting a will or living trust.
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A View From The Overlook: A Virginia Farmer - National Parks Traveler

A View From The Overlook: A Virginia Farmer - National Parks Traveler | Estate Planning and Wills | Scoop.it
National Parks Traveler A View From The Overlook: A Virginia Farmer National Parks Traveler There are very few families that can keep a large estate going generation after generation; some heirs will not like rural life, some will have no aptitude...
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Wealth Plan TV (1.6.1) Life Insurance Part of Estate Planning Protect Your Family

http://wealthplan.tv Estate Planning which includes life insurance is the topic of this week's episode on Wealth Plan TV. On this episode Pina Sciarrone, Hea...
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DIY estate planning disasters increasing

DIY estate planning disasters increasing | Estate Planning and Wills | Scoop.it
The prevalence of “disasters” with DIY will kits is increasing with SMSFs, with members not understanding the nature of their superannuation and not seeking professional advice.
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Estate planning without heirs - Sonoma Valley Sun

Estate planning without heirs - Sonoma Valley Sun | Estate Planning and Wills | Scoop.it
Estate planning without heirs
Sonoma Valley Sun
The simplest estate plans to create are those where a married couple has adult children and everyone gets along.
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Insurers must prepare for far-reaching 'living wills' requirements - Risk.net

Insurers must prepare for far-reaching 'living wills' requirements - Risk.net | Estate Planning and Wills | Scoop.it
Insurers must prepare for far-reaching 'living wills' requirements Risk.net Systemically important international insurers will be required to design their own recovery and resolution plans in case of severe financial distress, as part of new...
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8 Estate Planning Things to Do Before You Travel - Morris, Hall and Kinghorn, P.L.L.C.

8 Estate Planning Things to Do Before You Travel - Morris, Hall and Kinghorn, P.L.L.C. | Estate Planning and Wills | Scoop.it
Does your estate plan (or lack thereof) come to mind every time you board a plane or embark on a long drive?
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Organizing is a key part of estate planning

Organizing is a key part of estate planning | Estate Planning and Wills | Scoop.it
As a vice president at Exchange Bank, Debbie Kelley administers trusts and estates for people who typically have compiled the key financial and personal documents of their lives.

Via Wright & Associates
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Wright & Associates's curator insight, July 4, 2013 6:26 AM

Financial experts say you can save your loved ones a lot of time and angst by organizing important documents before you die and letting someone you trust know where to find them.

 

The important documents typically include wills, bank accounts, property deeds, individual retirement accounts, life insurance policies and tax returns. But in the digital age, it also can include computer passwords, PIN numbers and details about your various online financial and social networking accounts.

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It's A Whole New World: Estate Planning for Same-Sex Couples After the Demise ... - The National Law Review

It's A Whole New World: Estate Planning for Same-Sex Couples After the Demise ... - The National Law Review | Estate Planning and Wills | Scoop.it
ABC News
It's A Whole New World: Estate Planning for Same-Sex Couples After the Demise ...
The National Law Review
On June 26, 2013, the Supreme Court of the United States issued two groundbreaking opinions regarding same-sex marriage.
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Why Should All People 18 and Over Have an Estate Plan? | Northwestern Mutual

Why Should All People 18 and Over Have an Estate Plan? | Northwestern Mutual | Estate Planning and Wills | Scoop.it
Learn why all adults need an estate plan and which life events often require additional estate tools or updates to existing documents. (Estate planning can and should begin at age 18. We give you the details in this quick video.
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Atlanta Guardianship Attorney Advises Couples to Include Frozen Embryos and other Genetic Material | Georgia Family Law: Worrall Law LLC

Atlanta Guardianship Attorney Advises Couples to Include Frozen Embryos and other Genetic Material | Georgia Family Law: Worrall Law LLC | Estate Planning and Wills | Scoop.it
When it comes to estate planning, what happens to the “assets” of couples who have embryos or other genetic material frozen? (Families choose to freeze embryos and other genetic material for many reasons.
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Estate Planning Tools: Durable Power Of Attorney - Seven Factors To Consider

Estate Planning Tools: Durable Power Of Attorney - Seven Factors To Consider | Estate Planning and Wills | Scoop.it
If something happens while you are alive, that makes it impossible for you to handle your financial affairs, sign legal documents or communicate your wishes to others, you could have trouble in many ways.
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Protection from Creditors with Trusts in Estate Planning | Hutchinson ...

Protection from Creditors with Trusts in Estate Planning | Hutchinson ... | Estate Planning and Wills | Scoop.it
Protection from creditors with trusts in estate planning In continuing our discussion on different aspects of estate planning, here is another element of prudent planning to consider as you prepare and review your own plans.
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The American Bar Association Legal Guide for Military Families: Everything You Need to Know about Family Law, Estate Planning, and the Service Members Civil Relief Act

The American Bar Association Legal Guide for Military Families: Everything You Need to Know about Family Law, Estate Planning, and the Service Members Civil Relief Act | Estate Planning and Wills | Scoop.it

Via James Funk
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Contested trust illustrates importance of proper estate planning | Kearny Wills Lawyer | Hudson County Trust Law Firm

Contested trust illustrates importance of proper estate planning | Kearny Wills Lawyer | Hudson County Trust Law Firm | Estate Planning and Wills | Scoop.it
Nobody wants to think of their estate being in dispute after their death but the reality is that it happens more than most people would like to think. The reason...
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How to Build Your Financial Dream Team - The Wall Street Journal

How to Build Your Financial Dream Team - The Wall Street Journal (Choosing Financial Adviser - Wall Street Journal- Estate Planning - Elder Law #taxes #retirement #401k @fidelity http://t.co/u2pPAZayyU)...
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Estate Planning Guide for a Special Needs Child - The Fiscal Times

Estate Planning Guide for a Special Needs Child - The Fiscal Times | Estate Planning and Wills | Scoop.it
The Fiscal Times
Estate Planning Guide for a Special Needs Child
The Fiscal Times
If someone with special needs depends on you for financial resources, your estate plan should address how that support will continue when you're no longer around.
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Successful farm transition requires getting the paperwork done - CattleNetwork.com

Successful farm transition requires getting the paperwork done - CattleNetwork.com | Estate Planning and Wills | Scoop.it
Successful farm transition requires getting the paperwork done
CattleNetwork.com
... some real estate; rather it is often treated as a part of a farm family's tradition that is often handed down from one generation to the next.
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Don't take PINs and passwords to your grave - Sydney Morning Herald

Don't take PINs and passwords to your grave - Sydney Morning Herald | Estate Planning and Wills | Scoop.it
Sydney Morning Herald
Don't take PINs and passwords to your grave
Sydney Morning Herald
They promise security and a one-stop shop for disparate digital lives.
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Estate planning opportunities arising from recent landmark Supreme Court ... - Lexology (registration)

Estate planning opportunities arising from recent landmark Supreme Court ... - Lexology (registration) | Estate Planning and Wills | Scoop.it
Houston Chronicle
Estate planning opportunities arising from recent landmark Supreme Court ...
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Estate Law Canada: James Gandolfini: estate planning lessons from Tony Soprano

Estate Law Canada: James Gandolfini: estate planning lessons from Tony Soprano | Estate Planning and Wills | Scoop.it

Via Wright & Associates
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Wright & Associates's curator insight, July 4, 2013 6:30 AM

For a free copy of Lynne's Best-seller "Estate Planning Through Family Meetings", contact me and we can arrange delivery.

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James Gandolfini's Last Will and Testament Filed For Probate

James Gandolfini's Last Will and Testament Filed For Probate | Estate Planning and Wills | Scoop.it
You see, a few years ago I wrote about two important estate planning lessons that could be learned from Episode 44 of The Sopranos, named "Pie-O-My," one being that a Revocable Living Trust keeps your estate plan away ...
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Government Takes $30 Million Of Deceased Actor Gandolfini’s $70 Million Estate // MrConservative.com

Government Takes $30 Million Of Deceased Actor Gandolfini’s $70 Million Estate // MrConservative.com | Estate Planning and Wills | Scoop.it
Mr. Conservative is the top website for news, political cartoons, breaking news, republican election news, conservative facts and commentary on political elections (It is shocking that someone with this much in assets would not engage in asset...
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YouGov: Strong consumer interest in legal services from brands

YouGov: Strong consumer interest in legal services from brands | Estate Planning and Wills | Scoop.it

According to YouGov's Legal Services 2013 report, 59% of consumers would consider buying legal services from big brands. However, YouGov also reported growing dissatisfaction with legal services.

 

On the subject of brands, YouGov said: “The increasing importance of price comes at a time when consumers are looking for alternatives to traditional legal services providers. Citizens Advice Bureaux have been used by 13% of consumers, while 4% have used claims management companies and legal telephone helplines".

 

More generally, the survey found that 28% of UK consumers had used a law firm or solicitor in 2013, down from 31% in the three years to 2011. The areas used most frequently were wills and probate, conveyancing and personal injury/negligence.

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High-Impact Tax Breaks - Wall Street Journal- India

High-Impact Tax Breaks - Wall Street Journal- India | Estate Planning and Wills | Scoop.it
Wall Street Journal- India
High-Impact Tax Breaks
Wall Street Journal- India
Lisa Germano, president of Actuarial Benefits & Design in Midlothian, Va., estimates the setup cost of a solo plan at about $3,000.
Justin Yarmark's insight:

Estate Planning for tax efficiency

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