All About Estates

Month: May 2011

Total 21 Posts

Small Business Estate Planning Issues: Death of a Partner

In a previous blog, I wrote about some non-tax related small business estate planning issues to consider upon the death of a sole proprietor. In this blog, I wanted to touch on some non-tax issues affecting owners of small businesses that are structured as either partnerships or limited partnerships.

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Financial Abuse, When Numbers Don’t Add UP.

Finances for many, are a very private matter- so your parent may not tell you if they are having difficulties. There are several things you can do to minimize the risk.

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Start at the End

Estate planning is a process that should “start at the end”. Who are the beneficiaries? What do they get, and when? All too often, however, we start in the middle. The focus is on the mechanics of making the transfer: probate fees, taxes, structures. In the March 2011 edition of…

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Human Rights and Trusts

Testators often draft into trusts conditions that limit the circumstances in which trust property may be distributed to beneficiaries. Some conditions test the boundaries of testamentary freedom, and raise complex questions about the relevance of human rights norms to trusts and estates law.

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If you have a “single-purpose” corporation for U.S. estate tax planning, this may be a good time to explore an alternative way of holding U.S. real estate.

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Will Planning – no simple task… Part 4

Part 4 of “Will Planning – no simple task” will raise the issue of planning for a disabled family member who receives government disability benefits.

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What Type of Paid Care Provider Do I Require?

As a Geriatric Care Manager, I receive inquiries from families regarding assistance for themselves and their older family members. There may come a time when a family member says: “I just can’t do it anymore all by myself”.

Along with the decision to explore caregiving assistance, there are many questions that usually follow. What assistance is needed? Will it be few hours per day, a few hours per week, or is it full time 24 hour assistance that we need?

For families wanting to proceed on their own, here is a list of questions/issues to consider:

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spousal settlements

In my last Blog I wrote about how a surviving spouse received $70 per month for decades. In such a situation a Trustee is needed who will be around for a long time. The following example is at the other end of the spectrum. This example is about Patricia Kluge….

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