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On Health Care Reform

Estate Planning: Taxes, Wills, Intestate Succession, Trusts – Overview

Money Smart Week April 21-28 - Classes & Events to be Held in 30 States

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

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Retirement and Long-Term Care Planning Tools

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

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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

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Nine Tax Questions For Family Caregivers: FAQs & Answers from the IRS

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

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Florida: The Florida Trust Code, Chapter 736, Florida Statutes

Florida: The Florida Trust Code, Chapter 736, Florida Statutes, from the Official Internet Site of the Florida Legislature. Posts Florida’s statute governing trusts in Florida. Note: a Florida trusts lawyer must be consulted for advice if your loved one . . . → Read More: Florida: The Florida Trust Code, Chapter 736, Florida Statutes

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Minnesota: Minnesota Statutes, Chapter 501B – Trusts

Minnesota: Minnesota Statutes, Chapter 501B – Trusts, Minnesota Office of the Revisor of Statutes. Link to the Minnesota State statutes governing trusts in Minnesota. Note: a Minnesota trusts lawyer must be consulted for advice if your loved one lives . . . → Read More: Minnesota: Minnesota Statutes, Chapter 501B – Trusts

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New York: Laws of New York State, Estates, Powers & Trusts, Articles 7, et. seq.

New York: Laws of New York State, Estates, Powers & Trusts, Articles 7, et. seq., Laws of the State of New York. Click “EPT” to access the Chapters relating to Estates, Powers & Trusts. Article 7, et. seq. relate . . . → Read More: New York: Laws of New York State, Estates, Powers & Trusts, Articles 7, et. seq.

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Living Trusts – California

Information posted for the public by the Superior Court of California, County of Santa Clara, Probate Court. Contains basic consumer information on Living Trusts, what they are, advantages, most common types, and other frequently asked questions. Caution:  A a . . . → Read More: Living Trusts – California

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Texas: Texas Statutes, Property Code, Title 9 – Trusts

Texas: Texas Statutes, Property Code, Title 9 – Trusts, Texas Constitution and Statutes official website, Note: These links are for information only. A Texas trusts lawyer must be consulted for advice if your loved one lives in Texas and . . . → Read More: Texas: Texas Statutes, Property Code, Title 9 – Trusts

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California: Fact Sheet: Durable Powers of Attorney and Revocable Living Trusts

California: Fact Sheet: Durable Powers of Attorney and Revocable Living Trusts, Family Caregiver Alliance, reviewed and revised 2001 by Charlie P. Sabatino, Assistant Director, Commission on Legal Problems of the Elderly, American Bar Association. Discusses questions and answers concerning . . . → Read More: California: Fact Sheet: Durable Powers of Attorney and Revocable Living Trusts

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Living Trusts – State by State

Make a Living Trust in Your State: Select your state to learn about your state’s laws, by Nolo.com. Links to all of the 50 U.S. States with information written by a Nolo attorney on each State’s laws and requirements . . . → Read More: Living Trusts – State by State

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Estate Planning: an overview

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

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Estates And Trusts: An Overview

Estates And Trusts: An Overview, Cornell University Law School, Legal Information Institute. A basic overview of the process of the role of trusts in estate planning, with links to additional basic information on the Uniform Probate Code and wills, . . . → Read More: Estates And Trusts: An Overview

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Trusts: An Overview

Trusts: An Overview, by FindLaw.com. Provides a good basic introduction to trusts as an estate-planning tool, including a basic explanation of the different types/ categories of trusts – testamentary trusts (created by will) vs. living or inter vivos trusts . . . → Read More: Trusts: An Overview

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Living Trust FAQ: An introduction to living trusts — a popular way to avoid probate

Living Trust FAQ: An introduction to living trusts — a popular way to avoid probate, by Nolo.com. Basic information on living trusts written by a Nolo attorney, with links to state by state information. »View Details

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Planning For The Disabled And Elderly – Special Needs Trusts

Planning For The Disabled And Elderly – Special Needs Trusts, by Ellen Morris, J.D. »View Details Planning For The Disabled And Elderly – Special Needs Trusts, by Ellen Morris J.D.

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Florida: The Florida Estates and Trusts Laws, Title XLII, Florida Statutes

Florida: The Florida Estates and Trusts Laws, Title XLII, Florida Statutes, from the Official Internet Site of the Florida Legislature. Posts Florida’s Probate Code, governing wills, probates, and intestate succession in Florida. See Title XLII, Chapters 731 – 735, . . . → Read More: Florida: The Florida Estates and Trusts Laws, Title XLII, Florida Statutes

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Minnesota: Probate/ Wills/ Estates

Minnesota: Probate/ Wills/ Estates, Minnesota Judicial Branch, Self Help Center. Provides information and resources on probate, wills and estates in Minnesota, including links to probate forms and to the laws and rules on probate in Minnesota. Note: A Minnesota . . . → Read More: Minnesota: Probate/ Wills/ Estates

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New York: Laws of New York State, Estates, Powers & Trusts

New York: Laws of New York State, Estates, Powers & Trusts, Articles 1-6, and 9 et. seq., Laws of the State of New York. Click “EPT” to access the Chapters relating to Estates, Powers & Trusts. Chapters 1-6 and . . . → Read More: New York: Laws of New York State, Estates, Powers & Trusts

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Texas: Texas Statutes, Probate Code

Texas: Texas Statutes, Probate Code, Texas Constitute and Statutes official website. Click on “Texas Statutes,” then “Probate Code” to find the Texas Statutes governing wills, probate, administration of estates, and intestate succession in Texas. Note: A Texas trusts & . . . → Read More: Texas: Texas Statutes, Probate Code

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Uniform Probate Code Locator

Uniform Probate Code Locator, Cornell University Law School, Legal Information Institute. Links to the Model Uniform Probate Code (“UPC”) as recommended by The National Conference of Commissioners on Uniform State Laws, together with links to the laws of 15 . . . → Read More: Uniform Probate Code Locator

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State Estate Planning Laws

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

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Making a Will in Your State

Making a Will in Your State: Select your state to learn about your state’s laws, by Nolo.com. Links to all 50 U.S. States with general information written by a Nolo attorney on each State’s laws and requirements governing wills. . . . → Read More: Making a Will in Your State

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Estate Planning: Now More Important Than Ever

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

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What is Estate Planning?

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?

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American Bar Association Guide to Wills and Estates

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

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Life Advice About Estate Planning

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

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American Bar Association Guide to Wills and Estates

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

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