Archives
All Content Tagged
Tag: ‘Estate Planning’

The Poor Man’s Will: Risks of Joint Tenancy in Estate Planning

Joint accounts with children are a common recourse for aging parents seeking help with money management, but may give rise to disputes upon the demise of the parent if the will does not specify that the joint account is to be considered part of the estate. Joint accounts are often referred to as a “poor […]

Read More

Shifts in the Estate Tax Landscape: The 2010 Tax Relief Act

The Tax Relief Act of 2010 brought long overdue temporary relief to the tax landscape wrought by EGTRRA in 2001. While the landscape has undoubtedly shifted in the wake of this legislation, additional aftershocks are expected and will bear monitoring. “Certainty: In this world nothing is certain but death and taxes.” —Benjamin Franklin “Here today, […]

Read More

The Price of Admission: Liability and Responsibility for Nursing Home Expenses

Caring for elderly relatives and clients has numerous costs, both financial and otherwise, but liability for another’s nursing home expenses isn’t a burden everyone needs to assume.  How you handle the nursing home admission agreement can make a significant difference in determining who’s responsible and what options the parties retain. Whether you advise clients or […]

Read More

A New Tool for Estate Planners: Minnesota’s Transfer on Death Deed

With the advent of Minnesota’s law authorizing transfer on death deeds, attorneys have a new tool to use in estate planning.  After appropriate forethought, TODD could be a helpful addition to any attorney’s estate planning toolbox. With the advent of Minnesota’s law authorizing transfer on death deeds, attorneys have a new tool to use in […]

Read More

Articles by Issue

Articles by Subject