Following is general information on Estate Planning: Taxes, Wills, Intestate Succession & Trusts.
← See See the Separate Sub-Topics in this Section, at left. In the U.S., these are matters of both federal law and state laws which differ state to state. Consult competent counsel in the state(s) where your senior loved one resides or holds property.
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Money Smart Week® classes and events for consumers in 30 different States — those indicated in green on the map at left. To find classes and other events (primarily in libraries) in your area, click HERE or click on . . . → Read More: Money Smart Week April 21-28 – Classes & Events to be Held in 30 States
What can you do as a Baby Boomer and family caregiver to secure your retirement future against the threat of rising health care and long-term care costs? Here are some links to information that may be helpful to you . . . → Read More: Retirement and Long-Term Care Planning Tools
Health Care Costs to Increase by 5.8% Per Year, CMS Projects; Baby Boomers Worry About Long-Term Care
A new report, from the Office of the Actuary at the Centers of Medicare and Medicaid Services (CMS) in Baltimore, and published in the journal HealthAffairs on July 28, 2011, projects that overall U.S. health care costs will grow . . . → Read More: Health Care Costs to Increase by 5.8% Per Year, CMS Projects; Baby Boomers Worry About Long-Term Care
Here are nine frequently asked tax questions for family caregivers, listed by the U.S. Internal Revenue Service (IRS) on its website. Click on the links below to find the answers provided by the IRS for each question: 1. I . . . → Read More: Nine Tax Questions For Family Caregivers: FAQs & Answers from the IRS
Estate Planning: an overview, Cornell University Law School, Legal Information Institute. A basic overview of the process of estate planning, with links to additional basic information on Estates and Trusts, Federal Gift Tax, and Estate Tax, as well as . . . → Read More: Estate Planning: an overview
State Estate Planning Laws, by FindLaw.com, a resource for attorneys and the public. Provides links for each U.S. State to state-specific estate planning laws, including state laws on living wills, power of attorney, requirements for a valid will, and . . . → Read More: State Estate Planning Laws
Estate Planning: Now More Important Than Ever, Holland & Knight LLP. Article discussing the importance and relevance of tax planning to estate planning. (Note: Holland & Knight LLP is a national law firm of approximately 1,250 attorneys. Connie Barnhart, . . . → Read More: Estate Planning: Now More Important Than Ever
What is Estate Planning? A preface to the book, Love, Money, Control: Reinventing Estate Planning, Quantum Press, provided by the National Network of Estate Planning Attorneys. »View Details The book can be purchased at Amazon.com: Love, Money, Control: Reinventing . . . → Read More: What is Estate Planning?
American Bar Association Guide to Wills and Estates, The American Bar Association. Excellent overall guide to many of the legal issues with respect to estate planning that will concern caregivers and their aging loved ones. Each chapter of this . . . → Read More: American Bar Association Guide to Wills and Estates
Life Advice About Estate Planning, pamphlet by MetLife Consumer Education Center with assistance from the American Association of Individual Investors and reviewed by the Cooperative State Research, Education, and Extension Service, USDA. This pamphlet (produced in 2009) provides a . . . → Read More: Life Advice About Estate Planning
American Bar Association Guide to Wills and Estates, by The American Bar Association. Excellent overall guide to many of the legal issues that will concern caregivers and their aging loved ones. Each chapter of this book is available for . . . → Read More: American Bar Association Guide to Wills and Estates
See Archives of Additional Information on Estate Planning: Taxes, Wills, Intestate Succession & Trusts.
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These are important matters, and you should consult a qualified attorney before making any decisions or taking or omitting to take any action of a legal nature. Your action or inaction can seriously affect you and your loved one’s legal rights.
The above information should not be considered as comprehensive, and there may be other issues that should be addressed in your and your senior loved one’s situation. Consult competent counsel in all of the state(s) where your senior loved one resides or has property.
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