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Estate Planning News

News on Estate Planning continually updated from thousands of sources around the net.

1 hr ago | Glendale Register

U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors

On June 12, 2014, the U.S. Supreme Court - in a unanimous decision - ruled that Individual Retirement Accounts inherited by anyone other than a spouse are not retirement funds and therefore are not protected from the beneficiary's creditors in bankruptcy.


Related Topix: Personal Finance, Retirement, US News, US Supreme Court, Economics News, Bankruptcy, IRA

1 hr ago |

Philip Seymour Hoffman and Sting Highlight Five Myths About Trusts

He may have been a brilliant actor, but Philip Seymour Hoffman had much to learn when it came to estate planning.


Related Topix: Celebrities, Philip Seymour Hoffman, Personal Finance, Family, Kids, Financial Services

5 hrs ago | Deseret News

Managing your loved one's digital estate is about to get a whole ...

Very few states have laws in place covering online estate planning, or how digital assets are handled after a person dies, and privacy laws make it difficult to gain access to online information.


Related Topix: Personal Finance, Privacy

5 hrs ago | On Wall Street

Client Communication: Are Advisors Falling Short?

Top Planning Concerns for UHNW Clients Working with UHNW clients requires more than solid investment management and estate planning, according to advisor Paul Pagnato, founder of the Pagnato-Karp Group.


Related Topix: Personal Finance, Retirement

6 hrs ago | Bellingham Herald

Pamela Yip: All families need to have the financial 'talk'

It's the talk between elderly parents and their adult children about the parents' finances.


Related Topix: Family, Elderly (Senior Citizen), Personal Finance, Retirement

7 hrs ago | Law Professor Blogs Network

Estate Planning Implications of Clark Unclear

As I have previously discussed , the Supreme Court has held that inherited IRAs are not protected in Bankruptcy.


Related Topix: Personal Finance, Economics News, Bankruptcy

12 hrs ago | People

Is There A Cure For Hep-V On True Blood?

Dealing with lawyers can be quite frustrating - even when you're a vampire. Warning: True Blood Spoilers Ahead.


Related Topix: True Blood, Entertainment, Television, Vampire News, Stephen Moyer, Personal Finance, Deborah Ann Woll, Ryan Kwanten

Sun Jul 27, 2014

MSN Money

The talk parents need to have with adult children

If you think the birds and the bees is the most uncomfortable discussion a parent and child can have, think again.


Related Topix: Family, Kids, Personal Finance, Health, AARP

Law Professor Blogs Network

eLearning Program on Pre-Mortem Planning

The American Bar Association is holding a Paralegal eLearning Program entitled, Immediate Pre-Mortem Planning , on August 14, 2014 from 12:30 - 1:30 PM CT via webinar.


Related Topix: Personal Finance

Lowell Sun

Setting own fee, difficult for executor

Question: I was wondering if there is a set percentage fee for being the executor of an estate in Massachusetts? I have been handling my mother's estate for almost a year and it has been extremely complicated.


Related Topix: Billerica, MA, Personal Finance


More questions arise in battle over $2.7M will

Portsmouth Police Sgt. Aaron Goodwin was told in early 2011 that his large inheritance from the late Geraldine Webber might not survive a legal challenge because of Webber's questionable mental capacity, according to a deposition by Webber's longtime accountant.


Related Topix: Personal Finance

Sat Jul 26, 2014

Toledo Blade

Morton Bobowick; 1942-2014: Toledo lawyer helped resolve estate disputes

Morton Bobowick, a lawyer long affiliated with the venerable Toledo firm of Eastman & Smith who melded technical expertise and empathy in his specialty of estate planning, died Friday in Hospice of Northwest Ohio, Perrysburg Township.


Related Topix: Toledo, OH, Personal Finance, University of Toledo, Brooklyn College, City University of New York, US News, Sixth Circuit Court of Appeals

News Observer

Money Matters: Advice for a couple wanting to pass along investments to their children

My wife and I both work and make a decent living. We also have enough saved where we think we can retire comfortably in a few years.


Related Topix: Social Security

Menifee 24

The Legal Brief: Casey Kasem and Advanced Directives

Last month, broadcasting legend Casey Kasem passed away after a prolonged battle with Parkinson's Disease and Dementia.


Related Topix: Personal Finance

Pocono Record

101-year-old lawyer shares his secret: Just keep going

Murray Shusterman began practicing law in 1936, when Franklin D. Roosevelt was in the White House - and he hasn't stopped working since.


Related Topix: Home Listing, Home, Bala Cynwyd, PA, Personal Finance, Temple University, Philadelphia, PA

Law Professor Blogs Network

Article Review: Memento Mori: Death and Wills

Avi Z. Kestenbaum has written a review on Karen J. Sneddon's article entitled, Memento Mori: Death and Wills .


Related Topix: Personal Finance

Daily Globe

Summit focuses on aging-friendly communities

The second annual Aging-Friendly Communities Summit was held on Friday at the Oma Town Hall and featured a number of speakers discussing a variety of topics from elder law to dementia.


Related Topix: Vilas County, WI, Medicine, Sheboygan County, WI, Personal Finance

Fri Jul 25, 2014

Wills, Trusts & Estates Prof Blog

When Death Occurs Mid-Divorce

A scenario commonly encountered within estate planning is when an individual dies while negotiating a separation agreement with their spouse, or when in the midst of divorce proceedings.


Related Topix: Personal Finance


Philip Seymour Hoffman's one estate mistake

I wish I could have gotten in Philip Seymour Hoffman's ear to give him some honest estate planning advice before the magnificently talented actor died from a drug overdose earlier this year.


Related Topix: Personal Finance, Kids, Family


6 lessons traditional advisers can learn from robos

Many questions have been raised by traditional financial advisers about their robo-peers.


Related Topix: Local Search, Science / Technology, Internet, Personal Finance, Marketing