-
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
Categories
- Beneficiary Designations
- Best Of Blog
- Bypass Trusts
- Celebrity Probates
- Charitable Giving
- Congress
- Conservatorships
- Disability
- Elder Law
- Estate Planning
- Estate Planning Basics
- Family Limited Partnerships
- Federal Estate Taxes
- Gifting
- Guardianships
- Holographic Wills
- Incapacity Planning
- Joint Tenancy
- Law
- Life Insurance
- Living Trusts
- LLCs
- Long Term Care
- Personal Property
- Probate
- Real Estate
- Retirement
- Seminars
- Trust Funding
- Uncategorized
- Wills
Archives
-
Tags
Beneficiary Designations Celebrities Celebrity Probates Charitable Giving Communication Congress Conservatorships Creditors Claims Decisions Disability Dispute Avoidance EGTRRA Elder Law Estate Planning Estate Planning Basics Estate Tax Estate Taxes Family Gifting Guardians Heirs Holidays Incapacity Planning life insurance Living Trust Long Term Care Minors NBI Obama Patriotic Duty Personal Property Portability Privacy Probate Property Deeds Real Estate Retirement Seminar Taxes Trust Funding Uncertainty Undue Influence Updates Wealth Management Wills-
Author Archives: Roger Billings
What’s So Special About a Special Needs Trust?
Do you have family members with a disability? Epilawg provides a helpful explanation of the unique purpose and advantages of special needs trusts: A Special Needs Trust is a tool in which a person with a disability is able to … Continue reading
Posted in Disability
Tagged Disability, Social Security Benefits, Special Needs Trusts
Comments Off on What’s So Special About a Special Needs Trust?
Leading Cause of Estate Planning Paralysis is Choosing Guardian
Arden Dale of The Wall Street Journal provides suggestions for overcoming the paralysis arising from the anxiety of choosing a guardian for minor children: Many parents drag their feet for fear of picking the wrong person. Advisers say they … Continue reading
Posted in Estate Planning, Guardianships, Wills
Tagged Decisions, Guardians, Paralysis, Wall Street Journal
Comments Off on Leading Cause of Estate Planning Paralysis is Choosing Guardian
Define Yourself and Your Legacy by Your Decisions
Avoiding tough decisions can be hazardous to your future. Studies show that we regret the failure to act more than any other kind of mistake. That means failing to make an estate plan should be even more embarrassing than … Continue reading
Posted in Estate Planning
Tagged Avoiding Regret, Decisions, Estate Planning
Comments Off on Define Yourself and Your Legacy by Your Decisions
Should Children Urge Parents to Do Their Estate Plan This Holiday?
This is an updated version of last year’s pre-holiday post. If parents do not have an estate plan should their children ask them to get it done? Many parents never find time to set things … Continue reading
Posted in Estate Planning, Trust Funding
Tagged Communication, Estate Planning, Holidays
Comments Off on Should Children Urge Parents to Do Their Estate Plan This Holiday?
Is Congress Driving You Crazy?
When I was in law school, I interviewed for a job with a Washington DC tax attorney. Congress had just overhauled the tax code, and I asked how the changes had affected his practice. What started as a job … Continue reading
Posted in Congress, Estate Planning, Federal Estate Taxes
Tagged Congress, Estate Planning, Estate Tax, Uncertainty
Comments Off on Is Congress Driving You Crazy?
What is Your Portability IQ?
Portability, a new concept introduced by the December 2010 amendment to the Estate Tax, is a topic that we all need to learn more about. Jamie Held provided this summary of portability: In general, portability allows a surviving spouse … Continue reading
Posted in Federal Estate Taxes
Tagged Estate Taxes, Portability
Comments Off on What is Your Portability IQ?
The Demise of Asset Protection Trusts: An Update
Last month, a Bankruptcy Court in Alaska entered a ruling against one Tom Mortensen that seemingly eviscerates asset protection trusts. The Trust Advisor Blog has provided a comprehensive update on the fallout from that ruling: Alaska is one of … Continue reading
Posted in Estate Planning
Tagged Alaska Trusts, Asset Protection Trusts, Fraudulent Conveyances
Comments Off on The Demise of Asset Protection Trusts: An Update
LinkedIn
Twitter
RSS
GooglePlus