Protect Your Estate: Definitive Strategies for Estate and

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We assist clients in planning to avoid tax pitfalls. However, it can be extremely beneficial to have your child sign a power of attorney document so that you are authorized to: obtain medical information and consent to medical procedures if necessary; access information about their accounts, or even access grades. B. 141's impact on valuation discounts in family limited liability companies with a comparison of the discounts available in valuing interests in family limited partnerships.

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Parker's Modern Wills Precedents: Seventh Edition

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Special needs planning: If you require special needs planning, we have extensive experience with this area of estate planning. We schedule attorney call-backs every day to save you from the phone tag merry-go-round! We have more than 45 years of combined legal experience and have earned a reputation in the community for integrity, hard work and legal services of the highest quality. We empathize with your situation, respect the goals you have for your family, and help you establish a plan that makes sense.

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A Parent's Guide to Wills & Trusts

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A Power of Attorney for Health Care names your health care agent — the person who you want to make your health care decisions if you are incapacitated — and the successor agents, in case your agent is unavailable. These tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future.

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Probate Practice & Procedure

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Over the last two decades, the popularity of Living Trusts has skyrocketed. Christian Education through correspondence the South and the want to wave your trust the people wherever. Experience: Brian Chew has been a licensed attorney for over 20 years and specializes in estate planning. Provide for family members with special needs without disrupting government benefits. Unless and until Congress acts again, in 2013 and beyond, the estate tax exclusion amount will return to the $1,000,000 level set forth under prior law.

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A Practitioner's Guide to Trusts

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Anticipate changes, such as illness, inflation, retirement, etc. Because successful trust and estate planning focuses on the unique requirements of each case, attorneys design individually tailored revocable and irrevocable trust instruments, wills, durable powers of attorney, advance health care directives, and other documents necessary to effectuate the client’s wishes and objectives. Kentucky Estate, Probate and Tax Law Blog — Published by Kentucky Estate, Probate and Tax Attorneys — English, Lucas, Priest & Owsley LLP.

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Harvest: Maximizing Your Life's Value Through Estate

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Receive my estate planning and wealth preservation newsletter. (Low volume, always informative, unsubscribe anytime.) Pete is here to help you effectively and efficiently: Here is a short list of the things Pete can do for you: Wills, trusts, trust and probate disputes, estate and gift tax planning, conservatorships and guardianships, financial and medical powers of attorney, living wills, charitable giving and specific advice for the elderly.

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Lewin on Trusts: 3rd Supplement

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Capital gains are generally excluded from DNI and are allocated to principal. Rather than paying the annual insurance premium(s) outright, the individual or couple would instead transfer money to a Trustee, as a “gift” to the trust, made in such a way as to be eligible for the annual gift tax exclusion. Since these trusts are, true to their name, irrevocable, it is very important to get good legal advice if you are thinking about creating one.

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Federal Income Taxation of Trusts and Estates

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As this article points out, not only do captive insurance programs provide income tax benefits for businesses, they also provide families an opportunity to shift value to younger generations at reduced transfer tax cost. We can also carefully and gently help families navigate through the probate process. We understand that estate planning, administration and, when necessary, litigation are sensitive and often trying. You need a confidante and advocate, someone to whom you can talk and whom you can trust implicitly, someone who will be available to you in emergencies.

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Federal Income Taxes of Decedents, Estates and Trusts (23rd

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The risk of a claim against a property diminishes the longer one person has owned it, in part because many liens and other claims must be filed within a limited number of years. The easement is typically paid for by another party, providing the landowners some financial security, as well as peace of mind as to the future of their forest. Estate planning (wills and trust, both simple and complex); For more about what we do, click here or call us, we would be happy to speak with you about our estate planning, elder law (MaineCare), probate and trust administration and tax matter services.

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Keeping the Farm in Your Family: What You Need to Know

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Often, life insurance is used as a tool to fund a buy out if one of the partners pass away. Helpful portions of the Illinois Compiled Statutes, available online with the rest of the ILCS courtesy of the Illinois General Assembly (these are the "unofficial ILCS": note the disclaimer ). Once they are an adult, they are entitled to make their own decisions and healthcare information to others may be restricted. We can help you anticipate contingencies. When drafting your will, we typically include: We can draft a "pour-over" will to transfer assets into a trust at the time of your death in order to minimize the expense, delays, and estate taxes associated with Florida probate administration.

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