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For the Love of Your Partner . . . Plan Now

Danielle and Andy Mayoras
Co-authors of Trial & Heirs: Famous Fortune Fights!, husband-and-wife legacy expert attorneys.

Etta James, Others Remind of Need for Estate Planning in 2012

A few weeks into the new year, how many of your New Year’s resolutions have already fallen by the wayside? Exercise more. Eat less. Spend more quality time with family. Well it’s not too late to tackle a very important resolution that up to two-thirds of adults in our country ignore — estate planning. . . .

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Glen "Chip" Dahlke
Registered Representative with LPL Financial and a principal with Dahlke Financial Group.

Time Frames

As you probably know by now, the world is supposed to end late in 2012. It couldn’t be coming at a better time. Given the state of the economy, the continuing problems with housing and unemployment, the issues with Europe, and the upcoming Presidential elections, maybe it is time to simply hit the reset button- if there is one, and start over again. . . .

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James A. Miller
Attorney, Law Offices of James A. Miller, Worchester, Massachusetts

Milford Attorney Explains the Difference between a Beneficiary and an Heir

Most people have heard the terms “beneficiary” and “heir” used often. Unfortunately, they are often used interchangeably, when in fact they have distinct legal definitions. If you are a Milford resident who is in the process of planning your estate, or are considering doing so in the near future, an understanding of both terms may be useful. . . .

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Danielle and Andy Mayoras
Estate Planning, Probate & Elder Law Attorney with Bacon Wilson, P.C., Springfield, Massachusetts

Reverse mortgage – costs are down, so it might be time to reconsider

In the past year or so, the cost for reverse mortgages has decreased. Previously, this type of mortgage was fairly expensive to obtain, so it was questionable as to whether it was economically beneficial to obtain one. . . .

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Todd C. Ratner
Attorney, Bacon Wilson, P.C., Springfield, Massachusetts

Why your estate plan should change with your life

It is important to periodically review your will and estate plan, especially in light of the following changes in your life . . .

Children

Most parents are concerned about how their children will be cared for in the event that both parents die. It is imperative to name a guardian for your minor children within your will. Also, parents should consider a trust if they wish to stagger financial inheritance distributions for their children, instead of having the kids receive a lump sum at the age of 18. . . .

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Save Taxes - Basics of an Irrevocable Life Insurance Dynasty Trust

For US persons, an irrevocable life insurance trust (ILIT) is arguably the most efficient structure for integrating tax-free investment growth, wealth transfer and asset protection.  READ MORE . . .

Thomas Swenson, Esq.  |  January, 2012

 

Irrevocable Dynasty Trust in 2012 to Utilize $5 Million Exemptions for Gift, Estate and GST Taxes

Thomas Swenson, Esq.  |  January, 2012

 

A Roundup of Key Elder Law Numbers for 2012

A Roundup of Key Elder Law Numbers for 2012

ElderLawAnswers has compiled various important numbers regarding Medicare, Medicaid and Social Security benefits for seniors for 2012.  READ MORE

Living Trust Network Staff  |  January 2012

 

Assisted Living History - The Evolution of Assisted Living Facilities

Assisted Living History - The Evolution of Assisted Living Facilities

Below is a detailed overview of how assisted living facilities have evolved over the years, as well as some thoughts about the future of assisted living. READ MORE . . .

Living Trust Network Staff  |  December 2011

 

New Tax Guide Helps People Save on Their 2011 Taxes

New Tax Guide Helps People Save on Their 2011 Taxes

WASHINGTON — Taxpayers can get the most out of various recovery tax benefits and get a jump on preparing their 2011 federal income tax returns by consulting a newly revised comprehensive tax guide now available on IRS.gov.  READ MORE . . .

Living Trust Network Staff  |  December 2011

 

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Estate and Gift Tax 2011-2012 //
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2011  IRS NEWS & INFORMATION

  • IRS News National Taxpayer Advocate Delivers Annual Report to Congress; Focuses on IRS Funding and Taxpayer Rights
  • IRS Tax Tips Don’t be Scammed by Cyber Criminals
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  • IRS News IRS Offshore Programs Produce $4.4 Billion To Date for Nation’s Taxpayers; Offshore Voluntary Disclosure Program Reopens
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IRS Offers Tips for Year-End Giving

IRS Offers Tips for Year-End Giving

WASHINGTON — Individuals and businesses making contributions to charity should keep in mind several important tax law provisions that have taken effect in recent years. Some of these changes include the following - READ MORE . . .

Living Trust Network Staff  |  December 2011

 
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