Tag Archive for "estate planning" - David Wingate's Estate Planning and Elder Law Center

Advice about how to pick a team of professional financial advisors

I ran across an article at New Jersey online last week with advice about how to pick a team of professional financial advisors. I was pleased to see the writer included estate planning attorneys as part of your essential advisory team! I also thought some of their tips for choosing an attorney were worth passing along: Think about your needs and then find an attorney who specializes in meeting them. For example, if you have elder-care issues, or tax concerns, find an attorney who is experienced at resolving issues similar to yours. Visit the websites of some of the professional…

The 2010 Small Business Jobs Act has some tax changes that could affect you – in a good way.

If you’re a small business owner, you’re probably ready for a little good news right about now. The 2010 Small Business Jobs Act has some tax changes that could affect you – in a good way. Forbes writer Robert W. Wood gave a good run-down of the highlights last week, to include: Small Business (Section 179) Expensing. Under the old rules, you could generally expense up to $250,000 of certain property placed in service during the year. But for tax years 2010 and 2011, the limit is increased to $500,000, and can include up to $250,000 of qualified leasehold improvement,…

Maryland has encated a new financial power of attorney.

If you don’t have one, you need one, and if you have an existing Power of Attorney, you need to have it reviewed and probably updated.

What is done when a power of attorney is left to both siblings jointly but one decides to become uncommunicative?

In reviewing the New York Times, I came across the following article in the New Old Age section. What is done when a power of attorney is left to both siblings jointly but one decides to become uncommunicative and “checks out,” not participating in decision-making, handling estate matters or caring for a parent with dementia? Does the sibling left with shouldering the burden really have to go to court to get the other sibling’s name taken off the power of attorney? The answer, carefully review the document to see if there’s any provision that allows one agent to remove the…

They’re called “the golden years” – but it only takes one con artist to dull them.

For home care, you should always choose a reputable home care organization for an aging family member.

Providing Care For Someone With Alzheimer’s Disease.

We, at Senior Life Care Planning, provide our clients, families, and caregivers, with a support system, expertise and resources they need to better navigate the many health care, legal, and financial complexities associated with aging.

The Washington Attorney General’s Office wants to be sure consumers aren’t misled by LegalZoom’s cost-saving claims.

I just would caution everyone to take caution in disclosing personal, confidential, identifying information about yourself and/or your estate.

Family businesses have issues that are very different from those of larger firms, and one of the most important of those issues is figuring out how to take the success of the first generation of entrepreneurs and safeguard and institutionalize it so that

Family businesses do not tend to outlive their founders.

Losing a spouse is one of the most stressful and sad ordeals a person can go through, but often it’s not just the personal grief that brings widows and widowers to despair — it is the paperwork.

One way you can help ease this difficult for your loved ones left behind is to organize your estate now.

I’m often asked “Why should I hire an attorney, it’s cheaper thru the internet?”

If LegalZoom is no longer producing wills, trusts or other legal documents in State of Washington, why is LegalZoom not being pursued by Maryland’s Attorney General?

Posts Tagged ‘estate planning’