Elder Law Versus Estate Planning: Not So Different After All By Jill Roamer, J.D., CIPP/US Elder Law, estate planning How different is elder law from estate planning, really? Estate planning, in part, deals with helping clients plan for disability, minimize taxes at their…
Is a Court-Appointed Conservator Personally Liable for Actions Taken? By Jill Roamer, J.D., CIPP/US Elder Law, Case Law Is a Court-Appointed Conservator Personally Liable for Actions Taken?As a senior ages, they may no longer be able to look after their own affairs. This…
Case Law: Grantor-retained Annuity Trust and Estate Taxes By Jill Roamer, J.D., CIPP/US estate planning, Case Law In Badgley v. United States, the 9th Circuit upheld summary judgment in favor of the IRS in a case regarding the legality of including the entire Grantor-retained Annuity…
Larry King and the Holographic Will By Jill Roamer, J.D., CIPP/US estate planning Larry King passed away in January due to complications with COVID-19. At the time, he was in the middle of a divorce from his seventh wife, Shawn. His net…
Can a bank refuse a Power of Attorney? Can a Bank Refuse a Power of Attorney? Yes, they can! If you are you going to manage your parents’ finances in the future, Power of Attorney gives you some power. however,…
Is Life Insurance Taxable? AmyDanise Editor Updated: Apr 20, 2021, 4:27am Compare Life Insurance Companies Is Life Insurance Taxable? Compare Policies With 8 Leading Insurers. One of the primary upsides to life insurance is that the payout is made to your…
Conservatorship vs. Guardianship: What's the Difference? Conservatorship vs. Guardianship: What's the Difference? The needs of the ward will determine which role is appropriate When an individual is in need of care to the extent that they become a ward of…
Why Estate Planning Is Crucial When Reaching End Of Life Why is Estate Planning Crucial When Reaching End Of Life ? People would strive to look for high-paying jobs in order to provide a better life for their families. These…
Family Feud After The Death Of A Parent The death of a parent is never easy. Each individual family member is forced to contend with the loss of the relationship they had with their mother or father, and the family…
Labor Day is a Good Day to Talk About Your Future! You've worked hard (labored) all your life and have accumulated an Estate. Yes, I said Estate, you have one! Everyone has an Estate, from meager to millions, everyone has…