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Author Archives: Roger Billings
What Is an Advance Health Care Directive – Estate Planning Basics
An Advance Health Care Directive designates the people responsible for your health and may also state your health care wishes. It must be a written properly executed legal document. The health care agent designated by the Advance Health Care Directive … Continue reading
Posted in Disability, Estate Planning, Estate Planning Basics, Incapacity Planning, Long Term Care
Tagged Disability, Health Care, Incapacity Planning, Long Term Care
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Think Twice Before Giving It All Away
Whether assets are inherited at death or given away while you are still alive, the federal estate tax exemption is essentially the same, currently $5,340,000 per person. But the effect of capital gains tax may be the deciding factor. The … Continue reading
Posted in Estate Planning, Federal Estate Taxes, Gifting
Tagged Basis, Capital Gains Tax, Estate Planning, Estate Tax, Gifting
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Jagger Inherits $9 Million
From the Telegraph: L’Wren Scott, the fashion designer who committed suicide last week, left her entire estate of $9 million to her long-time boyfriend Sir Mick Jagger, according to a new report. The contents of her simple will, which … Continue reading
Posted in Celebrity Probates, Probate, Wills
Tagged Celebrity Probates, Probate, Wills
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Not All Deeds Are Created Equal: An Estate Planning Vocabulary Tip
“Great acts are made up of small deeds.” Lao Tzu In the legal world, the word “deed” is confusing. Used by itself, it usually refers to a document transferring title to real estate. There are different types of such … Continue reading
Posted in Estate Planning, Living Trusts, Real Estate, Trust Funding
Tagged Estate Planning, Property Deeds, Real Estate, Trust Funding
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Watch Out for Undue Influence
The short video by Stewart Albertson at the link below discusses how undue influence can be used to overturn a will or trust. I suggest that it be used as a warning of the importance of avoiding undue influence while parents are … Continue reading
Posted in Estate Planning
Tagged Dispute Avoidance, Estate Planning, Undue Influence
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The Pitfalls for Professionals Writing a Book
“Oh that mine adversary had written a book.” Book of Job 31:35 For financial professionals, writing a book is often seen as a means to garnering influence and prestige. A recent post in the Trust Advisor Blog pointed out the … Continue reading
Posted in Seminars
Tagged Book Writing, Financial Planners, Passion, Seminar
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