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Roger Billings, Estate Planning Attorney -
Recent Posts
- Is a Conservatorship Right for Your Family? Part 1: Disadvantages
- Responding to Probate Court Petitions
- The Election’s Impact on Estate Planning
- Does it Count as Book Burning When it is a Book of Legal Citation Formats?
- Courts Increasing Scrutiny of Conservatorships
- Getting a Conservatorship Protected Their Mother
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Author Archives: Roger Billings
Increase in Audits of Estate Tax Returns
Be careful when signing the federal 706 Estate Tax return. According to Frank Byrt of Accounting Web: The IRS scrutinized estate tax returns more than any category of individual tax returns in tax year 2011, at close to a 30 … Continue reading
Posted in Estate Planning, Federal Estate Taxes
Tagged Audits, Estate Tax Returns, IRS
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You’re Named in Power of Attorney – How Do You Sign Documents?
A power of attorney gives one person responsibility for the other person’s finances. The responsible party is known as the attorney-in-fact. How should the attorney-in-fact sign documents (checks for example) on behalf of the principal? The safest answer is … Continue reading
Posted in Estate Planning, Incapacity Planning
Tagged Banks, Durable Power of Attorney
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Obama Still Trying to Overhaul Estate Tax
Yesterday, April 10, President Obama released a 2014 budget proposal in which he seeks to overhaul the estate tax, yet again. According to Bloomberg Businessweek: Obama’s budget would drop the per-person exemption from estate taxes to $3.5 million from $5.25 … Continue reading
Posted in Congress, Estate Planning, Federal Estate Taxes
Tagged Budget, Estate Tax, IRAs, Obama
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Who Needs An Advance Health Care Directive? — Estate Planning Basics
As people live longer, the chances of experiencing incapacity increase, and the advance health care directive becomes ever more crucial in avoiding disputes and providing a peaceful transition for end-of-life situations. It is often asked, why do I need an … Continue reading
Posted in Disability, Estate Planning, Estate Planning Basics, Incapacity Planning, Long Term Care
Tagged Advance Health Care Directive, Communication, Estate Planning, Estate Planning Basics, Incapacity Planning, Terri Schiavo
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A Facebook Billionaire in Singapore, and Estate Taxes
One popular version of the American dream is the opportunity to go to a great university, graduate, work hard, get rich and retire. The “Facebook” entrepreneurs, Mark Zuckerberg’s collaborators, have turned this dream on its head. Go to college, meet … Continue reading
Posted in Celebrity Probates, Estate Planning, Federal Estate Taxes
Tagged Celebrity Estates, Eduardo Saverin, Estate Tax, Facebook, Singapore
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Pepsi Inventor Left Original Recipe to Heirs?
photo credit: Just Another Wretch Distribution of personal property items is often one of the most difficult obstacles to a peaceful estate plan. The symbolic meaning of keepsakes carries a weight far in excess of their intrinsic value. But a … Continue reading
Posted in Personal Property, Probate
Tagged Heirs, Pepsi, Personal Property, Probate, Safe Deposit Boxes
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Dick Clark Left a Fortune
Sound business decisions made it possible for Dick Clark to amass a huge fortune. Did he also leave a sound estate plan? Will there also be a huge estate tax bill? We’ll keep you posted. Meanwhile, here is some more info … Continue reading
Posted in Celebrity Probates, Estate Planning, Wills
Tagged Celebrity Probates, Estate Planning, Wealth Management, Wills
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