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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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Category Archives: Probate
Heirs Denied Access to Digital Assets After Death?
In another example of how the law has not kept up with technology, your digital assets may be at risk after death. An article from the AFP news service explains some of the problems that occur with on-line assets … Continue reading
Posted in Estate Planning, Living Trusts, Probate
Tagged Digital Assets, Estate Planning, Heirs, Probate
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Probate Dispute Over Warhol Portrait of Farrah
The estate of Farrah Fawcett is seeing a large amount of legal wrangling. Farrah left her painting collection to the University of Texas. Ryan O’Neal has possession of a famous portrait of Farrah by Andy Warhol. O’Neal claims Warhol gave … Continue reading
Posted in Celebrity Probates, Charitable Giving, Estate Planning, Probate
Tagged Andy Warhol, Celebrity Probates, Charitable Giving, Farrah Fawcett, Personal Property, Probate, University of Texas
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Jackson Estate: $30 Million to Mother, Children & Charities
The Michael Jackson Estate reports that it has earned $310 million since the King of Pop’s death. Here is an excerpt from Forbes: The executors of Michael Jackson’s estate say they will distribute $30 million to the Jackson Family … Continue reading
Posted in Celebrity Probates, Estate Planning, Probate, Wills
Tagged Celebrity Probates, Distributions, Michael Jackson Estate, Probate
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What is a Living Trust? – Estate Planning Basics
It is time to get back to basics. “Trusts” or “living trusts” are confusing words for many setting up estate plans. Some think a trust is synonomous with a will. Others believe a trust is better than a will, … Continue reading
Posted in Estate Planning, Estate Planning Basics, Living Trusts, Probate, Trust Funding, Wills
Tagged Beneficiaries, Estate Planning, Estate Planning Basics, Living Trust, Trustees, Trustors
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Hidden Perils of Refinancing
Be informed when refinancing a home in a living trust. The secret is out. Refinancing contains hidden perils for homes in revocable trusts. Recently I received a call from a client who fortunately had the good sense to question what … Continue reading
Posted in Estate Planning, Law, Living Trusts, Probate, Real Estate, Trust Funding
Tagged Estate Planning, Living Trust, Probate, Property Deeds, Real Estate, Trust Funding, Updates
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Holograms, Holographs and Freedom
A democracy must have laws. We love to complain about laws, but the first thing a tyrant does when he gets control is tear up the existing rules. A democracy also needs men and women who are willing to stand … Continue reading
Posted in Estate Planning, Holographic Wills, Law, Probate, Wills
Tagged Estate Planning, Freedom, Hologram, Holographic Wills, Memorial Day, Patriotic Duty, Probate, Rights, Rule of Law, Soldiers, Veterans, Wills
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Part 2 of How to Fund a Living Trust
Funding a trust with retirement accounts, life insurance policies, securities and mutual funds requires some explanation on how best to deal with these assets. IRAs, 401ks and related retirement accounts have built-in estate planning, because they allow you to designate … Continue reading
Posted in Estate Planning, Living Trusts, Probate, Retirement, Trust Funding
Tagged 401k, Estate Planning, IRA, life insurance, Mutual Funds, Roth IRAs, Stocks, Trust Funding
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