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

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

By Editor, on April 21st, 2012

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

Retirement and Long-Term Care Planning Tools

By Editor, on September 24th, 2011

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

By Editor, on July 29th, 2011

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

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

By Editor, on February 15th, 2011

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

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

By Editor, on October 28th, 2010

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

Minnesota: Minnesota Statutes, Chapter 501B – Trusts

By Editor, on October 28th, 2010

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

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

By Editor, on October 28th, 2010

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.

Living Trusts – California

By Editor, on October 28th, 2010

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

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

By Editor, on October 28th, 2010

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

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

By Editor, on October 28th, 2010

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

Living Trusts – State by State

By Editor, on October 28th, 2010

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

Estate Planning: an overview

By Editor, on October 28th, 2010

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